add contact to community
Log In
Activity Feed
Sort by
K
Keith Besherse
Yes, manually granting Offer from the Contact record would be a step on the path to increasing the connection between Memberships and Contacts.
I recognize that there is a chasm between the basic database and the membership area in the developer's world. That is not how I think most HL users think about the operating system. We expect it to work as a seamless whole and are surprised when it doesn't.
K
Keith Besherse
K
Keith Besherse
With the add to automation function now available in the contact record I think the core of this suggestion from 2023 is resolved. Marco D'asta, do you agree?
The add additional fields suggestion allows us to change screens fewer times. We won’t have to create contact then edit the details; we will be able to list all relevant details during the first data entry.