Custom Fields Not Sending To Closer Upon Transfer
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VERSION: 2.14-934a
BUILD: 250103-0843
Alma Linux 9 x64 - 4 vCPUs - RAM - 8192.00 MB
Hello, this is the scenario I am stuck on:
One agent is logged into campaign 1002, they fill in the custom fields on the "form" tab. There is no save button here that I can see.
They transfer to the inbound group using the Local Closer button (blind transfer) and it transfers to an agent in the same campaign who is logged in as closer.
The recipient does not receive the updated custom fields. I can see in the database of leads the form is saving, just doesn't appear for the recipient. Is there some setting I need to make sure is correct in the campaign or inbound group?
Thankyou
BUILD: 250103-0843
Alma Linux 9 x64 - 4 vCPUs - RAM - 8192.00 MB
Hello, this is the scenario I am stuck on:
One agent is logged into campaign 1002, they fill in the custom fields on the "form" tab. There is no save button here that I can see.
They transfer to the inbound group using the Local Closer button (blind transfer) and it transfers to an agent in the same campaign who is logged in as closer.
The recipient does not receive the updated custom fields. I can see in the database of leads the form is saving, just doesn't appear for the recipient. Is there some setting I need to make sure is correct in the campaign or inbound group?
Thankyou