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Hi, when it comes to entering fresh leads, I’m finding that I’m repeating the same entries when I populate the form fields. Is there a way (or is this planned) where we can save data in a contact field (or duplicate from another contact) so we don’t have to keep entering the same thing over and over? I like that this exits for email and activities…what do you think? Best, Ronald Lee |
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If you’re referring to a general “auto-complete” for all fields based on previous values, yes it’s something we’ve considered. |
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Not quite. Looking for a template with multiple fields pre-populated. Almost as if we did “duplicate previous contact” type thing. —- getting nitpicky about fields themselves 1) autocomplete would be good. can you put all three into solve? |
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My frustration with always needing to pick up the mouse to choose from a pick list when just about every other program I’ve ever used responds to the keyboard and the up/down arrow keys to make a selection, prompted me to search the forum to see if others felt the same way. I found this previous post from years ago, so apparently not enough people have asked for this to make an upgrade list. Please consider adding this capability to pick lists (multi-selection fields), especially since Solve360 still does not offer templates or field defaults, two missing features that make repetitive data entry also very tedious. |
