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TimBrown
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Membre depuis ‎oct. 24, 2018
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Jems212 le Janvier 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. Lire la suite
Répondre Idée Contacts & Companies Forms
481 Mentions J'aime
136 Réponses
TimBrown
Membre
Septembre 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. ...Lire la suite
Jems212 le Janvier 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. Lire la suite
Répondre Idée Contacts & Companies Forms
481 Mentions J'aime
136 Réponses
TimBrown
Membre
Septembre 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. ...Lire la suite
seobrien le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies
590 Mentions J'aime
143 Réponses
TimBrown
Membre
Février 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 ...Lire la suite
Jems212 le Janvier 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. Lire la suite
Répondre Idée Contacts & Companies Forms
481 Mentions J'aime
136 Réponses
TimBrown
Membre
Septembre 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. ...Lire la suite
InviseAgency le Novembre 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).
Répondre Idée Deals
59 Mentions J'aime
22 Réponses
TimBrown
Membre
Janvier 25, 2019
Yes please
Jems212 le Janvier 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. Lire la suite
Répondre Idée Contacts & Companies Forms
481 Mentions J'aime
136 Réponses
TimBrown
Membre
Septembre 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. ...Lire la suite
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