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TOPIC: Re:Use of Custom Fields
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georges (User)
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Re:Use of Custom Fields 1 Year, 4 Months ago Karma: 0  
Hi MH

There is a better way, that is as long as the last quote your client asked for is the only one they will have in their client contact detail, the rest can be saved in Tasks under web form details and in emails.

This is same issue if you want complexe Surveys etc in Infusion and to save your data and answers so sales staff can use it(it is not for one off survey monkey type surveys). You have to use the 'what if conditions in Actions".

What you need to do is set up custom fields for the questions and answers. You may have more than one answer fields per question. Then you use the "set field to a specific value" action function and tie that to a condition. You can then use the merge function in the email template builder to send the quote back and set up sales leads etc.

Be careful of the sequences that things are updated in and now emails are sent. Planning here is paramount.

Hope this helps.

Regards George
 
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George Slater
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"InfusionCRM Marketer of The Year 2006"
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      Topics Author Date
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Use of Custom Fields
mhoffman 2008/06/11 08:05
    emo
thread linkthread link Re:Use of Custom Fields
InfusionJrk 2008/06/15 18:01
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thread linkthread link Re:Use of Custom Fields
georges 2008/06/26 00:57
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