We are trying to be more diligent about tracking data capture rates and sources. I am wondering if there is a way to auto populate a couple of common of occurrences:
#1: When a new contact is created for a POS transaction, the sales associate field is not populated with whomever is ringing the sale/logged in (it’s left blank). Is there a way to correct this and eliminate the need for manual updates?
#2: For online club or mailing list sign-ups, there is no web reference on their account unless we manually update it. Is there a way to update settings, so source code is populated with “website” for example?
Thanks in advance for any insights you can provide!