Feature Request

Feature Request

There is a feature on SalesForce that is very useful.

If you have a contact and you have some old information or some empty fields, you can send an update to Request Info to the client.

By pressing that button, an email is generated to the contact with a link.  When they click the link it shows the current info on file, and allows them the change and add information.   When they submit that data is then listed for being dynamically updated.


I think that's a really strong feature, and probably isn't that hard to do considering you have the ability to use webforms, and sending email through CRM.

It probably generates some sort of dynamic temporary form that is secure to the contact.



That would be a good good good feature.