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TimBrown
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Member since ‎Oct 24, 2018
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Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
480 upvotes
136 Replies
TimBrown
Member
September 21, 2022
That option wasn't available when this thread was first created 5 years ago. The choosing not to update function is still pretty weak in my opinion. ...read more
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
480 upvotes
136 Replies
TimBrown
Member
September 21, 2022
That option wasn't available when this thread was first created 5 years ago. The choosing not to update function is still pretty weak in my opinion. ...read more
seobrien on November 29, 2016
More efficient way to find and merge duplicate contacts
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
Reply Idea Contacts & Companies
590 upvotes
143 Replies
TimBrown
Member
February 21, 2019
Hi all, I would strongly suggest giving Insycle a go. It is an app available in the market place. I've just started using it. It is good for ...read more
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
480 upvotes
136 Replies
TimBrown
Member
September 21, 2022
That option wasn't available when this thread was first created 5 years ago. The choosing not to update function is still pretty weak in my opinion. ...read more
InviseAgency on November 27, 2018
Create Quote templates
Hi! It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).
Reply Idea Deals
59 upvotes
22 Replies
TimBrown
Member
January 25, 2019
Yes please
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
480 upvotes
136 Replies
TimBrown
Member
September 21, 2022
That option wasn't available when this thread was first created 5 years ago. The choosing not to update function is still pretty weak in my opinion. ...read more
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