Getting ready

We need to look at a full contact record, not in My Day.

How to do it...

How it works...

Submitting an internal form will update the contact fields provided by the user and trigger any associated automation.

There's more...

When adding a new contact, we can also fill out an internal form, which can also trigger automation.

If there is a date type field on the internal form, the user should place their cursor in the date field and press i on the keyboard; a popup of keyboard shortcuts will be displayed as follows:

These Quick Date Keys work anywhere in the system where a formal date field exists. End users who deal with lots of dates can greatly improve productivity by learning the shortcut keys they would most commonly need.

See also

An internal form can also be submitted from the My Day view. See the recipe Working daily out of My Day later in this chapter. To learn how a task can drive an Infusionsoft user to an internal form, see the recipe Creating great user experiences with tasks later in this chapter.