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Categories Unleashed
Created by Guest
Created on Mar 5, 2021

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Populate further contact fields when creating Unleashed customer accounts from CRM

Currently we just pass through the email address & phone number into the contact section of the Unleashed customer account when an account is created via the CRM. A customer would like to populate the following:

  1. Name

  2. Order Contact Flag

  3. Invoice Contact Flag

  4. Shipping Contact Flag

  5. Mobile Phone Number

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  • Guest
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    |     Jul 3, 2023

    Hopefully as we see closer integration with Unleashed under the Access banner, we'll also see this becoming more closely aligned and with two-way syncing between Unleashed and the CRM. There is a lot of information required in Unleashed that is often overlooked when a new customer is created in the CRM - payment terms, credit limits etc.

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