Identified action

This function is available when importing data or when creating a form.

You can decide what should happen when data is entered that already exists in the system. You can choose one from the following options:

  1. Each time add new Card: Choose this option if you expect repeat applications in a terméke that should be managed independently (e.g. offers, orders, tickets).
  2. Update available Opportunity: If a client already has a card in a terméke, it will be updated with data entered on the form. If more than one card belongs to the client, the one in the highest status will be updated. By choosing this option, original contact details are updated with values given in the fields of forms. However, phone numbers and email addresses remain the same. New ones are always added in addition to the already existing ones.
  3. Error message when Card exists: If a card exists in the system, the subscriber receives an error message. Choose this option if you want to avoid having a form filled out more than once by using the same email address.