Hi team
I worked with a customer today who asked if it was possible to display different properties to be filled based on the type of contact being created. This isn’t currently possible as the contact creation card will be used acrossed all contact objects.
Customer’s use case is as such:
They have ‘Doctor’ and ‘Receptionist’ contact 'types.
It would be beneficial if we could incorporate logic into the Create Contact process (akin to dependent fields in the forms tool) based on the type of Contact being created.
If a proposed new Contact is a doctor, certain doctor properties must be populated in order to create the contact. but that field wouldn’t be required if the new contact is a receptionist
Status: Idea Submitted
would also be usefull if country dependent, as each country might have specific fields to be filled