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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Online Forms Updating Main Record
I have an online customer form for lead capture. The fields include Company, First Name, Last Name, Phone, Email, etc.
We have the Search field for Company checked off so if a new Contact fills out the form for a Company which already exists in our system, it adds the new Contact to the existing Company record. This works as we want it to.
The problem is the Company's general phone, general fax and general email are updated to the new Contact's information -- (the Company name will also update to the case-sensitive version entered by the new Contact... such as "ABC Co." changing to "abc co."). This we do NOT want to happen -- the Company's main information we want to remain static.
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