How do I populate client information in Gravity Forms?

Populating Form Fields with Existing Users/Clients Info

You can populate Gravity Forms fields with linked information from existing Sliced Invoices Clients, using the Merge Tags feature of Gravity Forms.

The merge tags you can use are:

Business/Client name: {user:_sliced_client_business}
Address: {user:_sliced_client_address}
Extra info: {user:_sliced_client_extra}

Creating New Users/Clients

Our Gravity Forms Extension can create Quotes/Invoices and new Clients at the same time.  However, if you just want to create new Clients without also creating a Quote/Invoice, you can do this instead using the Gravity Forms User Registration add-on.  To register a new client in Sliced Invoices, all you have to do is populate the appropriate User Meta fields:

• Business/Client Name: _sliced_client_business
• Address: _sliced_client_address
• Extra Info: _sliced_client_extra

To learn more about how to do this, please see the Gravity Forms User Registration Add-On documentation.