Steps to create a contact

Click the Create button
Choose Create a contact
Your first project will be selected by default. Use the Choose Project drop-down list to choose the project you want to create the contact within
The project's first Contact Form will be selected by default. Choose the form you want to use
The form's first associated Connect Type will be selected by default - i.e. are you creating a contract record for a person, organisation, object or animal - but you can use the Choose Context Type Drop-down list to change the type as long as other types are enabled on your form
The fields of the form appear. Fill them in and then scroll to the bottom and press Save.
Your newly created contact will be synced to the cloud immediately if you have an active internet connection or later automatically if you don’t currently have an active internet connection.

Steps to complete a survey

Select create in the footer menu
Select complete survey
Select the contact you want to complete a survey for. Your first contact will be selected by default.
Select the project you want the survey response to be saved in. The contact's first project will be selected by default.
Select the survey (previously called Category) that you want to complete
The questions appear.
Complete the questions, then scroll to the bottom and press save
Your newly created survey response will be synced to the cloud immediately if you have an active internet connection or later automatically if you don’t currently have an active internet connection.

Select create in the footer menu
Select create case
Select the contact you want to create a case for. Your first contact will be selected by default.
Select the project you want the case response to be saved in. The contact's first project will be selected by default.
Select the Case Form (previously called Custom Form) that you want to use to create the case.
The fields appear.
Complete the fields too add the details of the case, then scroll to the bottom and press save
Your newly created case will be synced to the cloud immediately if you have an active internet connection or later automatically if you don’t currently have an active internet connection