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Field types defined on CRM mapping
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Michael UptonMay 21, 2024
Need to define/recommend field types (short text, long text, phone, etc) on the CRM mapping setup. Currently, users utilize the mapping page to create new fields in CRM that can map to Surfe. Unless the fields are created as the same type as Surfe, these cannot be mapped. It's trial and error to see if CRM fields show up as a mapping option.
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