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?
Rookie Asked on September 23, 2019 in Support Management.
Thanks for the above, I’ve tried that but I’m still getting the same issue it’s still creating a lead using the first name and last name fields
on September 26, 2019.
Can you put a screen shot of your form? the config and the workflow?