Your dashboard and forms

Find forms, orders, customers, account settings, and your website in Neartail.

Sign in at Neartail Login with the Google account you use for your business. Your dashboard is the account-wide starting point; opening a form takes you to that form's editor and responses.

Home brings together account activity and the main actions.

Home

AreaUse it to
Forms → Create new formStart a new form
Contacts → Send email campaignOpen contact and communication tools
Orders → View ordersReview incoming orders across the account
Current plan → Manage planReview the plan and usage
Recently editedReopen a form you have worked on
Recent submissionsFind forms receiving responses
My websiteOpen website settings, edit, or preview the site

The counts and recent lists belong to the signed-in account. If the expected form is missing, check which Google account you selected.

Forms

Open Forms to find your forms and open the one you need. Choose a clear title so staff can distinguish the current ordering week from an older or copied form. Use the form's menu for the available management actions.

Opening a form gives you the editing, preview, sharing, and response tools described in Build and edit a form.

Inbox and orders

Inbox gathers responses across forms. Use it for account-wide incoming work. For a particular menu, open the form's Responses area so its status board, details, and reports stay together.

Contacts and account

Contacts holds saved customer information. See contacts and customer history before preparing a campaign or checking where a contact originated.

Account contains account details. The Manage plan shortcut on Home leads to plan and usage.

My website

Use Edit or Preview in the My website area to work on the site associated with your account. Primary form and Switch form help identify which form is the site's main entry. See Website builder before changing the customer entry point.