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KC CRMUG – CRM Tip of the Quarter

For this quarter’s CRMUG meeting user Tip or Trick, Chad Forte with Terracon, presented the quick create contact record method.

Chad’s solution allowed CRM users at Terracon to quickly add a new Contact record, select which address to use – existing or new  address. Chad used a combination of a custom form, javascript and workflow to build the solution.

Chad Forte, Terracon, receiving the Tip of the Quarter Gift Card

Chad Forte, Terracon, receiving the Tip of the Quarter Gift Card

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