HaloPSA - How to setup forms and capture customer information - Part 2 - "Linktouseraction"
HaloPSA - Capturing Customer Data with Linktouseraction
Automate entire business process using the API.
Require our assistance? Email : [email protected]
Sign up for a Trial : https://trial.halopsa.com/trial/signu...
Variable for email templates - $linktouseraction{ID-of-Action}
Example $linktouseraction {60}
Custom Fields Required
Accounts First Name - Text/Anything
Accounts Last Name - Text/Anything
Accounts Email Address - Text/Anything
VAT Number - Text/Anything
Address Line 1 - Text/Anything
Address Line 2 - Text/Anything
Address Line 3 - Text/Anything
Address Line 4 - Text/Anything
Post/Zip Code - Text/Anything
Phone Number - Text/Integer