šļøCustom Unique Contact Identifier
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Joshua Zhang
Currently, GoHighLevel defines a unique contact based on phone number, email, or both.
However, for some businesses, a different identifier (e.g., Membership ID, Customer ID, Policy Number) is required to prevent duplicates and ensure accurate record management.
š¹ Feature Request:
1ļøā£ Custom Unique Contact Field ā Allow users to set what defines a unique contact (e.g., Membership ID, Customer ID).
2ļøā£ Enforcement in Imports & Forms ā If a custom field (e.g., Membership ID) is chosen as the unique identifier, it must be:
> Present during bulk imports to prevent duplicate entries.
> Mandatory in forms to ensure contacts are correctly identified.
š” This feature will improve contact management for industries using membership-based systems, insurance, healthcare, and loyalty programs.
š Impact: Prevents data duplication, improves record accuracy, and enhances CRM flexibility.
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David Gutman
This is so important to me. I am a physician and use an external system for patient scheduling, charting, and billing. I need to be able to import/sync contacts/patients by chart number, and I have created "chart number" custom field in HL. Until this feature is added, I cannot synchronize my schedules in order to use AI for scheduling. Please add this simple feature!
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Nick Gillis
If there was a way simply to tie a contact to a from using a url parameter like the unique id, the fields could be prefilled and locked. I'm doing this now with code, it's a pain in the butt.
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Ćtienne Trudel
Nick Gillis Could you please explain to me how your workaround works please? At least roughly? I'm desperate for a solution.
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Nick Gillis
Ćtienne Trudel I run the contact thru a separate workflow where custom code builds the URL. The URL contains parameters that the form prefills on hidden fields. This allows us to keep the form associated with the right contact. The next step is running custom code on search for contact. Working that out now to send a form to someone else but apply the form completed result to a different contact. This is proving difficult.
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Joshua Zhang
Ćtienne Trudel in your forms, when you add a variable, you can hide/show the variable. but you can prefill it in the URL.
prob need webhook or code to then find contact when form is submitted
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Michael Kittinger
Nick Gillis in your form URL, just add ?contact_id={{contact.id}} and it'll tie it to the contact that clicked on the link - even if they change email and/or phone number. You don't need a hidden field or anything like that.