In my web-to-case form, the entries are not getting associated to the relevant contacts. What should I do?

To ensure that your entries are associated to the right contacts, add the Reported By Field to your web-to-case form.

• Related Articles

• How can I activate or deactivate my web form?

  You can activate or deactivate the web form by following the steps given below: Click Setup. In the Setup page, under Leads/Contacts/Cases Settings, click the Web-to-Leads/Contacts/Cases Form link. In the Web to Lead/Contact/Case page, move the mouse ...

• Setting up Web Forms

  Creating a web form involves three steps:  Building the form  - Drag and drop fields to build a form and format it easily with the WYSIWYG editor.  Specifying the form details  - Add details such as form name, landing page URL (where the visitor ...

• How to add fields to the Web-to-Lead form?

  To add fields to the Web-to-Lead form, do the following: Click Setup > Leads/Contacts/Cases Settings > Web-to-Leads/Contacts/Cases Form. In the Web to Lead/Contact/Case page, click Create New Form. In the Field Selection Section, select the fields' ...

• Manage case assignment in a law firm

  Edition: Enterprise | Industry: Law firm | Features: Customization, Views, Workflow Rules Scenario Leotta Dillard is the office administrator at a law firm that specializes in cases against corporations that behave unethically towards their ...

• Creating Contacts

  In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data through various ...