Conditional CRM Contact Form Actions

Description: We'd like to suggest the feature where in a form that creates Contacts on submit, to have an optional Contact as well. If the fields are hidden and set to "Ignore if Hidden" or a condition set on the form action, it'll block the creation of that second contact.

Details: Currently, if you use a form with multiple fields to create Contacts, it will create a blank contact under the Client even if the field is hidden or not completed.

Benefits: Will allow for more efficient automation when it comes to creating Clients with multiple contacts. Instead of making 2+ forms for Client Creation, you can make the one form that will allow the Client to use a button to show Optional Contact fields. This can also be relevant to set conditions around new or existing contacts, controlling what the action is dependent on the contact type.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Forms

Date

About 2 years ago

Author

Service NCTS

Subscribe to post

Get notified by email when there are changes.