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Updating Customer Fields

edited Nov 22, 2019 6:16PM in CRM 8 comments

We have an online customer form that we use to gather leads.  Unfortunately, there doesn't seem to be any way to have it not update customer information.  This would be fine, if customers put in the correct information, but they tend to put in different spellings of their company name, choose the wrong distribution channel, wrong address, etc.  This can sometime cause the customer to be changed from taxable to non-taxable or vice-versa.

We've also discovered that if we require a field on our internal customer form, it is in turn required on the external customer form.  This is not desired behavior as we want account managers and sales reps to input additional information that we don't want the customer to have to enter. 

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