Sorry for the delayed response.
I'm looking to create some kind of questionnaire where I provide information and request the respondent to confirm that the information has not changed. Or, if it has changed, to provide the new information.
1. Some method for identifying a record to be reviewed
2. Generate the questionnaire where certain information is pre-populated for review
i.e. Vendor Name, Vendor product/service, vendor address (These fields are already on another form/table)
3. Deliver questionnaire to non-QB user to be completed
4. Receive completed questionnaire back from non-QB user (via QB and/or Outlook)
Example:
ABC Vendor maintains your company copy machines. Has anything about the product or service that this vendor provides changed since our last review?
ABC Vendor address is 123 Smith Street, Jacksonville, FL 32204
Is this address still correct? If not, provide the new address.
