How does the people group box element work?

People Group Box Custom Element

On your questionnaire you can ask the client to put groups of people together whom would help out with medical or financial decisions (or take care of their children) should they become incapacitated or pass away.

The custom element you can add to your questionnaire for this is the 'people group box':

This element allows the client to pick contacts from the list of contacts that has been captured so far on the questionnaire, or enter new people to add to the list.

The names of the selected people will show up in the box in place of the sample "person1", "person2" names - making it clear to the person filling this in that they're putting down a list of people that they would think of. Making the actual lists of who would be in position #1, #2, #3, etc is then something you can discuss when meeting with them.

How to add this kind of question to your questionnaire?

You can add the Group of People Box custom element to your questionnaire in the location where you want it.

How this information will show up

After the client fills in the questionnaire and submits it - this information will show up on the full matter export; where you can review it before having a meeting with them.

Frequently Asked Questions

Can the client add people who aren't in the questionnaire yet?

Yes. The people group box lets the client pick from the contacts captured so far on the questionnaire, or enter new people to add to the list.

Does the client set the order of the people in the group?

No. The client just lists the people they would think of for the group. Deciding who goes in position 1, 2, 3, and so on is something you can discuss when you meet with them.

Where do I see the client's answer?

After the client submits the questionnaire, the information shows up on the full matter export, where you can review it before the meeting.