Custom Checkbox Fields are being automatically ticked upon creation of new Contacts

Hi there, I have multiple different Checkbox custom fields assigned to our Organisations and Contacts which are automatically being checked upon the creation of a new contact/organisation.

Is there any way in which I can stop these fields from being checked and instead be left empty?

Otherwise, we'll have to manually uncheck 20+ different fields for each new contact..

Any help would be appreciated. Thanks!

Adam

Comments

4 comments

Date Votes

Alejandro A
May 20, 2019 19:02

Hello Adam,

Thanks for reaching out to us on your question.

Do you happen to know if the field is being automatically checked on via workflow automation that was created? It could be that via a workflow the field is being checked upon the creation of a new organization/contact.

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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
May 31, 2019 17:21

Hi Adam,

Along with Alejandro's recommendation... this could also be an integration you have via the Insightly API or simply the custom field setting's default value set to "checked".

Hope this helps.

Thank you,

Micah Feldkamp

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Adam Carey
June 13, 2019 09:33

Thanks both for you help - Alejandro was correct. I had the automatic checks on the custom fields.

Thanks again

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Alejandro A
June 13, 2019 17:22

Hello Adam,

Happy we were able to assist you and find a solution.

Enjoy the rest of your day and week!

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