Possible Enhancement Request: Creating Contacts when Emailing from iChannel

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Lacy Magby (old)

• March 29, 2019 15:23

Please cast your vote YES or NO if you see this being a valuable addition in iChannel.

Also, please add any comments if you see it working differently. We will be accepting all feedback on this pending item until April 30th, 2019. We will then meet internally and discuss the option for this feature. 

could a procedure be programmed that does the following:

1. IF
2. I am inside an ENTITY
3. AND
4. Request a new EMAIL
5. AND
6. MANUALLY ENTER an EMAIL ADDRESS NOT currently established/associated with that ENTITY
7. THEN
8. A “Pop-Up” appears that asks, “Would you like to include this email address as a CONTACT for this ENTITY”?
9. IF “YES”
10. THEN
11. The system creates NEW CONTACT for that ENTITY, asking for the three required fields (First Name, last name, Email Address)
12. OR
13. System LINKS already established CONTACT to this ENTITY
14. IF “No”
15. THEN
16. Simply proceed as normal

We want your feedback. Do you think the suggestion is something you like to see in iChannel?  How do you think it should work?

3

• 

  Lynn Jackson

  • September 03, 2019 19:36

  This is a great idea.  Is iChannel considering this? 

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