multiple accounts

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    stuzman
    Asked on April 30, 2015 at 12:52 PM

    This form is integrated with freshbooks and upon submission it creates a new account in freshbooks even if the same company name has been entered. Additionally it does not fill in the state field in freshbooks (that may be a freshbooks problem)

    Also how do you make rules for questions?

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    david
    Answered on April 30, 2015 at 02:00 PM

    Hi,

    As far as I know, the integration treats each submission as a new entry.  Which is why it would create a new account rather than updating an existing one.  The fields are mapped during the integration:

    Every field that was mapped during the integration should be filled in Freshbooks.  If one is missing, I would recommend setting up the integration again to ensure it was included. 

    As far as rules for questions, I am not sure what you are referring to.  If you could explain a bit more it would be appreciated.  Admittedly, my experience with Freshbooks is rather limited.