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Status Shipped
Categories Automation
Created by Guest
Created on Feb 3, 2023

Have Custom Fields in Forms that are mapped to Enquiries, Contacts & Companies

Need the ability to have multiple custom fields mapped to multiple custom fields in Enquiries that also subsequently mapped to Contacts // Companies if they're converted.


This is a basic feature available on other CRMS (e.g. Zoho)


EXAMPLE USE: we need a field to capture GCLID (Google Ads Click ID) to see if our ads are bringing in quality leads // weed out spam & disqualified leads & see qualified leads vs. converted to customers.


Currently there is one custom field available in Forms but it's not mapped anywhere in Enquiries. When you click on an inquiry entry, it shows the info of that field but you can't select it to show as a column in Enquiries overview.

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  • Admin
    Andrew Ardron
    Reply
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    Mar 13, 2023

    We've recently added the ability to create custom fields on enquiries, and to map form fields to those custom enquiry fields. Hope that helps!