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Alex Nicol

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About Alex Nicol

  • Rank
    Member
  • Birthday 05/05/1983

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  • Website URL
    http://www.assuredmoneysolutions.co.uk

Profile Information

  • Gender
    Male
  • Location
    Mansfield, Nottinghamshire, UK
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  4. Hi AvdD I'll copy and paste your questions and see how I get on. How does the web lead form works and is the whole workflow of entering data into the form until saving data as new contact or account integrated or do I have to customise anything? It will save everything as a contact. Is it possible to create custom form fields in contacts or accounts (f.ex. Business size - dropdown - small, midium, large) and than to assign it to a web lead form in order to request it as required field? Create the fields using the MANAGE FIELDS and DROPDOWN Editors in the X2Studio option. Then assign
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  13. Hi Jake It appears to be because I have added a dropdown and set it to required. when I manually create a contact, it tells me I cant have the same option chosen in the dropdown. How do I change this please? I get round it by setting the dropdown to allow multiple choices, but I don't want that, I want one option to be chosen per contact, but multiple contacts have the same option. would it assist if I set you up as user as before with the Calendar issues way back when?
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