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A
Anonymous
May 29, 2015
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Need to implement appending fields

  • May 29, 2015
  • 1 reply
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I'm looking to implement an appending field with the purpose to combine values to one field (so an original/first value doesn't get overwritten). Curious to find out how people are currently doing this or something similar along these lines.

Thanks,

Derrick

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Best answer by

Derrick Sanchez​ great question! You'll need to fields: one field is where you wish to store all of the information, and the second is what you'll use to input the new information into your stored information field.

We use this for sales rep notes:

1. Lead Summary Notes

2. ZZ Append Leads Notes

Then we set up a smart campaign, with the smart list like:

Flow like this, you add the two field tokens into your storage field like so:

let me know if this helps!

1 reply

A
Anonymous
Accepted solution
June 24, 2015

Derrick Sanchez​ great question! You'll need to fields: one field is where you wish to store all of the information, and the second is what you'll use to input the new information into your stored information field.

We use this for sales rep notes:

1. Lead Summary Notes

2. ZZ Append Leads Notes

Then we set up a smart campaign, with the smart list like:

Flow like this, you add the two field tokens into your storage field like so:

let me know if this helps!

    A
    Anonymous
    June 29, 2015

    Hi Allison,

    This is very helpful and I think this what we are trying to accomplish. Thanks for your feedback.

    -Derrick

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