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Contact Update Request

 
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Lyncean
164 posts

We use it quite a bit in Salesforce, where you can send an email to a contact asking him to update his/her contact information. Email contains the link. Once the email recipient clicks on the link, he gets the web form where information can be updated and submitted.

Very handy if you ask me..

pkjr

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Administrator
4124 posts

That’s kind of interesting. Doable with Projects right now and almost doable with Contact and Company direct links.

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Lyncean
129 posts

Sounds great! +1

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Enthusiast
15 posts

Yeap, that’s the one! +1

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Lyncean
55 posts

+1 from me too.  Contact management has been my nemesis for many years and I’d love to get the contact owners more actively involved with updating their info!

Apprentice
6 posts

+1

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Lyncean
142 posts

+ 1 for me too

Apprentice
8 posts

+1! Would be super awesome to include a link in e-mail footer that automagically links to the contact you’re currently sending to. Would also like a link next to “send V-card” that requests a user to update his details.