Update Form Responses

If you are both a platform user and a member in your ecosystem, it is possible to update your capture responses within the platform. This is a helpful use case for updating and tracking your relationships in real-time, like after every community meeting or interaction with a partner.

Before you can update your capture form responses, you must link your user account with your ecosystem member. Learn how to do that here.

How to Update Form Responses for Individual Members

Follow these step-by-step instructions:

1. Start by logging in to your PARTNER CPRM account using your credentials.

2. Once you are logged in, click "Members" in the ecosystem navigation menu on the left side of the screen to open your member library

3. Click the overflow menu icon next to the member whose relationship data you want to update. Then click "edit." You can also open their contact card and click the "edit" icon.

4. On the editor screen, click the "Relationships" tab at the top of the screen to open your form and previous responses for that specific member.

5. Choose the capture you want to update (if you and this member are in multiple captures).

6. Choose the date for your data (for example: if you attended an event with the member during previous week, use that date to track changes accurately).

7. Update your responses to any or all of your form questions.

8. Click "Save" or "Save & Close" when finished to lock in your new responses.

How to Update Form Responses for Multiple Members

Alternatively, if you want to update your relationship data with multiple members or you are filling it out for the first time, here's how to access it in a typical survey format:

1. Click "Captures" to open the capture library.

2. Find the capture you wish to update and click the button next to it that says "Update My Responses."

3. The form will open in a new tab. Click "Continue" to load your form.

4. Select the members you are connected to or remove those you are no longer connected to. Click "Save your Selection" to update the rest of your form questions.

5. After the questions update, answer them for your new connections or edit questions for any of your existing connections.

6. When finished, click "Finish & Submit" at the bottom of the page.

Updating your form regularly ensures your network map and relationship data remains accurate and your insights are actionable.

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