4

If you click the "Forward this Email" link on a CiviMail mailing, you get a screen that allows you to create records with no first/last name (see attached screenshot). Moreover, there's nothing to indicate how they got into CiviCRM. What would be the best fix for this?

  • Force someone to enter a first/last name (similar to "Tell-a-Friend" on event reg);
  • Create an activity (or even relationship) linking this user to the user who submitted their mail - again, similar to Tell-A-Friend;
  • something else entirely?

I understand the need to make it easy to forward an e-mail without giving additional information - but it's also not OK to have records with no way to tell how they got into the system.

enter image description here

3

I think that page has not changed since it was first implemented. I'd probably vote for the following changes:

a. Add optional form fields first name and last name

b. Create an activity to make it similar to tell-a-friend, which is kinda the same concept

2

I agree this is less than ideal. Probably the minimum solution would be to fill the "source" field for the newly created contacts with e.g. "Forward email from Bob Smith".

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.