If a person is ON the CRM but their ‘Current Title’ field is empty in the CRM. When they select their name on a dropdown list on the survey, how can I show the current title and company fields ONLY to them and not show to those that have their current title completed on the CRM?
Oh no way! Thanks for letting me know. Really appreciate it.
How about if someone on the CRM already has some fields pre-filled such as their Twitter and Linkedin. And when I send out a survey to ALL my contacts to update their details and they fill out Twitter and Linkedin again - it should over-ride the existing fields on the CRM but its creating a new field. Any idea why?
A filled in form always creates a new record. You could use 2 tables, one for the form and one with your list, and then use an automation to update your list with the received input.
It is possible to create a form in one table and then use the “share link” to make a formula in the other table to prefill it. That way, you get the info from one table, but the input in the other one.