deleted-U072JS2NHRQ
2024-11-06 12:27:11

Hey @Brian Hirst, quick question. Will anything become an issue if we add a "Secondary Lead ID" or "Intake Lead ID" into the General Questions tab for all Lawruler leads? in regards to the financials and any automations you guys have?

👀 Brian Hirst
Brian Hirst (brian@themedialab.agency)
2024-11-06 12:30:03

It would not be an issue

deleted-U072JS2NHRQ
2024-11-06 12:30:25

gotcha, thank you!

Brian Hirst (brian@themedialab.agency)
2024-11-06 12:32:38

However, I do have a recommendation, When added, I would make sure to copy paste it from one intake to another to keep the "Custom####" consistent. For example, every S1 and alt ID field are Custom 10042 and Custom10043. This makes it much easier when pulling reports. it makes it a standardized field

Brian Hirst (brian@themedialab.agency)
2024-11-06 12:33:38

I have a casetype names "standard fields" where only those to fields live and those get copy/pasted into every new casetype. It makes mapping and reporting much easier

Brian Hirst (brian@themedialab.agency)
2024-11-06 12:33:53

you can create that field in that casetype if you want

deleted-U072JS2NHRQ
2024-11-06 12:37:19

Gotcha, I created the Intake Lead ID and Secondary Lead ID in every case type, so they should all be the same custom ID

Brian Hirst (brian@themedialab.agency)
2024-11-06 12:41:48

DO you have a sec?

deleted-U072JS2NHRQ
2024-11-06 12:42:20

yeah! are you gonna call? lemme get my headset

Brian Hirst (brian@themedialab.agency)
2024-11-06 12:42:40

Yeah, I just wanted you to show me

deleted-U072JS2NHRQ
2024-11-06 12:43:40

ok yeah, go for it, i'm ready, I haven't done a video chat on slack before so bare with me

Brian Hirst (brian@themedialab.agency)
2024-11-06 12:44:02

All good lol