Announcement

Collapse

Information Needed

See more
See less

Pre-fill a Form

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Pre-fill a Form

    Hi there. I found this article about how to pre-fill fields in a C&P form using URL parameters: https://support.clickandpledge.com/s...rl-parameters1
    However, I'm interested in the form filling the fields depending upon who is completing it. Is there a way to use the field auto-population to fill it out depending upon who the customer is? The method described in the article seems like it would require me to complete the URL accordingly per customer. Let me know if there's a way to send someone a form and have the auto-fill complete the fields with data depending upon the contact I'm sending it to. Thank you!

  • #2
    Good day @[email protected]

    Sorry, it is not possible to autofill the form depending upon the customer.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      OK thanks for clarifying and confirming this.

      Comment

      Working...
      X