Sticky Contacts Overwriting Contact Data
If you have a staff who is inputting leads using a form, how to keep lead info from overwriting each other.
Chris Liles
Last Update 3 anni fa
You may run into a problem of contact information overwriting another contact info if you have a employee/staff inputting data using a Form/Calendar/Survey.
The biggest culprit is “Sticky Contacts” being activated.
We recommend implementing one (or even combining two) of these solutions:
RECOMMENDED:
1) Create a unique form for your data admin to input contact data where Sticky Contacts has NOT been activated in the form builder.
Other Solutions:
2) Using an “Igcognito” window within your browser to avoid overwriting information.
3) Turning Sticky Contacts off on the form before beginning to input contact data (we prefer option 1 over this option to avoid user error.)