Hello everyone! Has anyone had any success creating a procedure that takes TNEW Custom Form Data and puts it into a field on the constituent record? For example, we collect a phone number in a custom form on TNEW and then Tess inputs that number as an actual phone number on a constituent's record, rather than in a CSI.
We are about to be collecting phone numbers for sure, and maybe emails as well through custom forms, and would love it if it didn't have to come through as a CSI, but went straight onto the guests' records.
Thanks!
Brandi
Okay, I think I have hit up everyone who has asked to see my sample as of now. If anyone else is interested, feel free to contact me at jmoskal@thecenterpresents.org. For everyone already contacted, I hope it works well for you! If not, let me know, I am happy to assist with troubleshooting or any questions you might have about it.
Thanks so much for sharing!