Switch Form Button Doesn't Transfer Custom Data to New Form
Posted: Thu Dec 14, 2023 4:45 pmWe're collecting custom fields data on the Form tab in the Opener campaign.
Leads in the Opener campaign get pushed to a new list using the "dispo_move_list" feature. That part is working fine and the leads are being transferred over to the new list with all the custom field data retained.
These leads are then called by the Closer in a Closer campaign.
The closer needs to collect additional data so we're using the "Switch" field on the form so that the closer can collect additional information from the lead.
When the Closer calls the lead back and clicks the Switch Form Button on the Form tab, the custom field data does not transfer over to the Closer form. The standard fields (first_name, last_name, email, etc) all transfer over to the Closer form, but data from any custom fields do not transfer over.
How to get the custom field data from the Opener form to transfer to the custom field data in the Closer form?
Here are my system specs:
Vicibox10 Express-Install
Version: 2.14b0.5
SVN Version: 3612
DB Schema Version: 1662
Asterisk Version: 13.38.2-vici
Thanks,
Leads in the Opener campaign get pushed to a new list using the "dispo_move_list" feature. That part is working fine and the leads are being transferred over to the new list with all the custom field data retained.
These leads are then called by the Closer in a Closer campaign.
The closer needs to collect additional data so we're using the "Switch" field on the form so that the closer can collect additional information from the lead.
When the Closer calls the lead back and clicks the Switch Form Button on the Form tab, the custom field data does not transfer over to the Closer form. The standard fields (first_name, last_name, email, etc) all transfer over to the Closer form, but data from any custom fields do not transfer over.
How to get the custom field data from the Opener form to transfer to the custom field data in the Closer form?
Here are my system specs:
Vicibox10 Express-Install
Version: 2.14b0.5
SVN Version: 3612
DB Schema Version: 1662
Asterisk Version: 13.38.2-vici
Thanks,