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Hi Devraj Grewal, No, this is not an option. For exemple, here's what I have when I want to merge two leads together: I only have three fields to choose from. But once they merge, it updates multiple more fields, including the Created field, choosing one over the other without my approval.
Hi!To remove duplicates, I merge leads together. However, I just discovered that when I do so, the Created date is merged as well, and it usually keeps the newest lead created date, instead of keeping the oldest one (i.e. the first lead that came in).How can I make sure that when two leads are merge...
Thanks for the documentation! Perfect, I wanted to make sure that if this field was blank, it would be updated with the new value, and that if there was already something written in this field, nothing would be modified. I'll run a few tests but it sounds like it will work out fine! Thanks
Thanks Sanford Whiteman. OK, so by doing it in the admin section, you make sure that this field will not be updated even if you forget to add these flow choices. Thanks for your help!
Josh Hill I only want to update this field if it is initially blank. If there already is data in this field, I do not want it to be erased. Do I still need to check these even if when I create a Flow, I specify Change Data Value with the right attributes if blank, and specify the default choice to ...
Hi everyone, I have created a new field Original Source, and I do not want this field to be updated every time a lead comes to our website. I therefore want to block all these updates and only keep the original first source of their visits.To do so, do I need to check Form fillout or Flow change dat...
Hi Dan!Thanks, I didn't know we could do this. How can we hide them?
Hi Jamie, Thanks for your answer. That's what I thought, but wanted to make sure there was no other way to get rid of some unused fields. All right, I'll find another way then
Hi, We'd like to create two new fields (ex: old price; new price) that we can use as tokens in a email. If we see that we no longer use these fields after a while, can we easily delete them without having any issues with those accounts? Is there anything I need to make sure or do prior to deleting t...