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Updating Client Information BUTTON

 
Lyncean
94 posts

When I had SalesForce, there was a feature called something like Email Update.

Basically from within a contacts view, you sent that contact an invitation to view their basic contact information for updating.  They would get a “key” or password to access this one particular file.  From there they would enter their updated information.

Once they did that, I would get an email and then I could view their changes, approve them or change them myself.

I found this feature to be indispensable and really helped in the process of keeping things fresh and updated.


I would love if s360 could do something similar, where I could just send a request to a contact for updating, and they could do the work to update with their current info, upon my approval.

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Apprentice
7 posts

I am also looking for this feature.

Apprentice
6 posts

Or perhaps a plug in to a service like Plaxo would be a good idea…that way you don;t have to annoy your contacts.