KamoCRM

Choose how a published application asks its questions

Featurekamo-internal
Expediere
24 septembrie 2026 la 08:22 UTC
Autor
Kamo
Comite
f3e2563

"Publish this application" (Settings → Features → CRM → Vendors & Products) now carries three choices beside the chat, each a pair of cards that say what they mean: - Type: Normal (a few related questions per step) or Squeeze (one question per screen, each explained in plain words). - Contact info: Start (name, email and phone first, saved the moment they are entered, so an abandoned application is still a lead) or Last (the loan first, contact details just before sending; nothing saved until then). - Fields: Full or Basic (only what a first call needs). A live preview beside them redraws the first screen, the section order (contact visibly slides to the end) and what the borrower will meet — how many questions, and when the lead is saved. The dialog is `md` so both fit side by side. The choices travel on the existing PUT …/application (securityservice d345869), round-trip through the vendor list, and prefill when the dialog is reopened. Reopening a live page now says "Save changes" / "Application settings saved." rather than publishing it again, and its row icon is a settings slider rather than a chat bubble, since it opens more than the chat.

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