Forms and Contact Reconversion - Assistant Submits Multiple Names with Same Email Address

Hi Jacob,

Thanks much for your reply and for clarifying that there’s no workflow folks use to avoid record overwriting by folks working for others and using their own credentials repeatedly.

I think the best I can do is place warnings on the form itself that you should not use your own email address for other people’s contact info as it will only add multiple updates to your own record and change your name and we will not be able to register those people for the event.

All the assistants and the CEOs they are registering already exist in the CRM. So, even in incognito mode, the moment the email address appears in the field and the form is submitted, it will write the data to that email address’s associated contact (the assistant).

This appears to be a scenario that arises when an assistant is charged with arranging and tracking an event for their boss, and they need to guarantee the email sent to the boss is not lost in the shuffle.

I think that one possible solution might be to offer an additional email field that would CC the assistant with any communications about this particular registration. Not sure how or if that could work, but if I’ve identified the problem correctly, it’s a path to explore a little further.

Thanks much for your time and reply!