WebToModule

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other uses. Supports all modules, including custom modules.

Free 30 day trial

Try it Now

By clicking you consent to share your profile with the developer

#3481 - Create a note from a comment rather than a file upload?

Closed Feature created by rhsfit 6 years ago

Is it possible to create a NOTE in the lead's history from a comment (text box) on the form? I don't really like saving the lead's initial message/question in the description field.

urdhvatech
6 years ago

Hi Brian,

Easiest option to do this is, create a workflow for module leads and set action to create a note. Feel free to get in touch if you have any query. Our skype id is: urdhvatech

Thanks, Team Urdhva Tech

reply
- rhsfit
  6 years ago
  
  Thanks. I'm on Sugar 6.5 CE so I don't think Workflows are an option. Is there another way?
  
  reply
urdhvatech
6 years ago

Yeah, Need to customize by creating logic hook.

reply