CRM- allow users to add contacts or link contacts to their profile

[medmirror1]

Hello,

I have a large database of clients and leads. I would like to enable my users to:

1. Search through contacts.

2. Display search results.

3. In details page, I would like a button that says "Add this contact"

4. Automatically update the user's profile with this new selection to their list of contacts, leads, etc.

 

All users would be able to share contacts (i.e. contacts are not exclusive to any one user) and add as many contacts as they would like to their list.

 

Thanks in advance. 

 

 

 

[Queso]

Hi @medmirror1,

For #4, you may refer to the following JS solution provided by Caspio for automatic update: 

 

[telly]

Hi @medmirror1,

On the redirection link of the ''Add this contact'  you will need to include the passing parameter of the ID of the contact and user.  Then receive the parameters on the auto-submit DataPage where it will stamp the ID's.

- https://howto.caspio.com/parameters/parameters-as-query-string-values/
- https://howto.caspio.com/parameters/receiving-parameters/