Map your LGL form to create a contact report

To create a contact report through your LGL form, navigate to the Forms > Go to LGL Forms page in your LGL account, and then click on the LGL Integration link for your form:

Now click the +Add record type button and choose the Contact Report option, as shown here:

Now you can set up the “Contact report #1” mapping, using the fields you want to collect data for in your contact report. The required fields to create a contact report record are "Contact report date" and "Contact report text".

For example, you can map the “Submission Date" field from the form as the “Contact rpt. Date” and choose a large text field in your form to map to the “Contact rpt. Text” field in LGL in order for the contact report to be created.

NOTE: Please be sure you review Mapping contact report fields to see which fields can be mapped to create a contact report. (The article describes importing data into LGL, but the same rules apply to mapping form fields.)