You can prompt an applicant to complete information for thier spouse or partner and separate that data in the 2nd person's CRM profile. Folllow these steps to setup the application:
- Setup the forms you would like to include in the application flow. When setting up the form for the spouse/partner, make sure you select the box Generate a new CRM record when completed in order to generate their CRM record.
- Make sure that all your spouse/partner questions are on the single form noteed with Generate a new CRM record....
- Assign the forms to the application. We recommend adding the spouse/partner form to the end.
- Now when your applicant completes the application, the CRM will setup the records appropriately by linking the 2 CRM records, completing the application on the main person and ensuring the attributes were tagged to the new CRM profile generated.