Sticky Contact Ruining CRM
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Justin Chevallier
When using sticky contact and the name, email, and phone number is different it should create a new contact or find THAT existing contact. Instead, sticky contact feature is updating the contact information for the contact who is sticky on the browser with the new submission's information. This is a MAJOR issue as this creates a scenerio where the CRM is incorrect and it does not inform the subaccount users that this has happened. You would have to constantly monitor every conversation to be able to tell if this occurs.
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Nick James
Another CRM system I used previously to GHL had a feature where if a link was clicked from an email going to a form / funnel / website page etc, then there was the contact ID appended to the end of the URL automatically. This then enabled the CRM to pre-populate the form based on populated data on the contact's record. So it was NOT based on browser session /cookies etc. it pulled directly from the database in real-time.
It has a variety of use cases... Perhaps you could consider updating the sticky form/funnel contact options to optionally pull from the database in a similar way. if you always append the contact ID parameters to the end of every link? Just a thought.real-time
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Jade Fickert
yes this is a terrible function - it should NOT override. it should create a new contact - especially when new phone/email is given. it looks like it is creating a new contact bc it allows you to backspace the details. but instead just overrides the current. very frustrating and you only notice it when it makes you look bad by triggering an automation to the incorrect person!
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Rowan Blinde-Leerentveld
yes. only contact fields in the form need to be pre-filled with this feature, but no details of existing contacts need to be updated. This causes many issues.
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Jacob B Wagner
Especially when we're doing internal testing. I have tons of duplicates of my own information and from disposable email platforms. If I enter information for a client this can then go on my contact, or theirs. Definitely causes a management issue scenario.
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Ken Wood
I 100% agree. I cannot use the sticky contact setting on forms at all for this reason.
The sticky contact feature should ONLY prepopulate the form fields - nothing more. That's the way other CRMs and funnel builders work - this is one case where HighLevel should follow suit.