11
Make the contact source field lockable
t
test test
There needs to be an option to LOCK the contact source field. Where a contact originated may be different than additional opportunities associated with the contact. Every time you create a new opp. it will remove the source data if you put nothing, or replace the original source data with something like "cross sell" if you created an opportunity and put that as the opportunity source. If they book a meeting through your calendar then that calendar becomes the contact source. All of this crossing of data and replacement makes the source data useless for any metrics.
HIGHLVL-I-5037
Activity
t
test test
Actually locking the whole contact would be useful. Is there a way to prevent contact info from being overwritten by a form or appointment booking? I'm running into an issue where clients book appointments and either mispell their own names with a typo or enter a wrong digit on their telephone. Then all the appointment reminders reflect those typos and reminder texts go out to some random person. It would be nice if the appointment booking could just be tied to the contact without repopulating the information. Even something as simple as "John and Mary" they will enter for the first name field when booking and the existing contact record is compromised. If you don't catch it all future communications using {{contact.firstname}} are incorrect.