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Map fields from Anchor tab to new records / new tabs.
Problem: when you create a new record (e.g. lead) from chat then none of the fields are pre-populated and the user needs to copy field values / manually complete all the fields.
Recommended solution: this should work the same way as mapped relationships where fields can be mapped between the anchor tab / conversation tab to the new record.
Problem: when you create a new record (e.g. lead) from chat then none of the fields are pre-populated and the user needs to copy field values / manually complete all the fields.
Recommended solution: this should work the same way as mapped relationships where fields can be mapped between the anchor tab / conversation tab to the new record.
STATUS DETAILS
Under Review
Administrator on 1/29/2024 4:37:47 PM
Thank you for your feedback. Can you provide more clarity on the expectation and the usecases?
Sincerely,
PM, Microsoft.