• Hi guys,

    I am having an issue that hopefully wont be too difficult to solve.

    Obviously, with infusionsoft you are limited to only 100 custom fields so in a lot of cases it is good practice to append information to a contact record’s notes aka “append to notes”

    I have been unable t find a way of appending submitted data to a clients notes. Is this feature supported and I am missing it or is it a feature that will be added soon?

    Many thanks

    Shaun

Viewing 3 replies - 1 through 3 (of 3 total)
  • Hi Shaun,

    This is already available if it’s what I think you mean…

    Just create your field in Gravity Forms (i.e. create a field called “Notes” or whatever you want to call the field where the content gets appended to the notes) then when you map the fields, select “ContactNotes”. This will append anything you put into your “Notes” field into the contact record’s “Person Notes”.

    If you’re talking about adding a note to the bottom of the contact record, that’s another story…but I’m guessing you may mean the Person Notes.

    Thread Starter pixelrobot2

    (@pixelrobot2)

    Hi Geek Goddess,

    Thank you for your reply… very much appreciated. I didnt actually notice that option and it is exactly what I am looking for. However, I need to map multiple items to the ContactNote per form e.g.

    Mortgage Provider – Year taken out – Renewal date etc

    Using this option will only allow me to choose one variable to send across.

    Hi Shaun,

    There isn’t anything natively in GF that I’m aware of that will allow you to merge multiple fields into a single one. I did see a PHP script someone had created to do this using merge tags, but it had problems if someone had to resubmit the form (i.e. if they made a boo-boo on first submission).

    I would probably solve this issue by creating a hidden field that would map to the ContactNotes Infusionsoft field and have the hidden field auto-populate via some custom javascript.

    The authors of the GF Infusionsoft plugin could also probably write something that would allow this (something like having multi-select drop-downs available for each field map instead of single select), but it would mean a lot of coding on their part. ??

    Other than the javascript option (which means custom coding), you could trigger a tag that put them into a sequence that would run an http post to an API script (which also means custom coding) that would take the values of the fields you wanted to merge and would then append them to the Person Notes. So, it looks like if you want to do this, you’re looking at some custom coding.

Viewing 3 replies - 1 through 3 (of 3 total)
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