🎄 All I want for Christmas Fun

With everything being so crazy lately…Let’s have some fun! (Sorry for the “C” word, but it’s not all THAT far away!)

If you could pick ANY feature to update/add or delete from InfusionSoft…

What would it be?

(Not to mention, the :woman_superhero: :man_superhero: “Masters” :woman_superhero: :man_superhero:here could probably tell you how to get something, even though it doesn’t appear to be an option) We love them!!!

I would want the ability to deduplicate based on phone numbers AND while doing so, determine either a global or field-by-field option to overwrite or update data.

email-sig-storybrand-certified-guide-60.png

1 Like

I too, am having an issue with duplicates when it comes to using Schedule Once and then submitting the Client demographics when the Client does NOT have an email address. (via Jotform).

I’ve considered using Schedule Once ONLY, by adding Custom Fields - Yet, since the email address IS a required field - That too, isn’t an option. Should a Client not have an email, I’m pretty sure they are not entering our system via website…

Thanks for adding to the Santa List!

Cindy