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Better Process to allow Multiple Manual Contacts

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Tom

Many of our customers are entering multiple contacts for review requests manually - this does not work well now - here is a video and recommendations:
www.loom.com/share/5e77392c73994c799e05cdb92c014a1c

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J

Joe Troyer

Status changed to: Live

J

Joe Troyer

Done.


J

Joe Troyer

Status changed to: Planned

J

Joe Troyer

After adding a contact, on both add new contact form and add external form, show a success message and clear the form to allow entering a new contact.