RE: Custom online case is creating a new lead for and existing contact/customer

I’ve created an custom online case form that is just for one specific customer, when I go to test this out it is creating a new lead for an existing contact, I’ve tried adding the &companyname=XXXX to the URL but it is still creating a new lead.  Is there anyway to get the the companyname to link to the existing company and then search that companys contact list for an existing contact?

DKelly Rookie Asked on September 23, 2019 in Support Management.
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3 Answers

make sure the “email” field in your form is set to “search”

 

Rookie Answered on September 25, 2019.
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