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CSBgwall
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Member since ‎Feb 12, 2020
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Greg Wall

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smetz on September 04, 2020
Smart Contact Creation
Steps to Reproduce: Contacts>Contacts>Create Contact Request: After general information (Email, First Name, Last Name, Phone Number, Address, etc) add functionality to add a question or questions. The next field types to be filled in would be read more
Reply Idea Contacts & Companies
1 upvote
1 Reply
CSBgwall
Participant
October 15, 2020
I love this idea. Another example after collecting general information would be: What type of contact is this? A. Business B. Consumer The t...read more
Solved
butteryak on August 23, 2019
Assign new contact from form submission to owner?
Is there anyway to assign an owner to a new contact when a form is submitted? (other than workflows which is not available in free version)
Reply Discussion Forms
7 upvotes
12 Replies
CSBgwall
Participant
October 13, 2020
Here's a solution I found if you really want to assign a contact owner (one that is visible to the public or whomever is using the form). First creat...read more
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