One other thing that I realized is important – I only want the data to prepopulate when a new directory entry is being added.
If a user comes back to the form to edit their entry, it should leave everything alone, and let them edit whatever they want. It should not pull info from DAP or Infusionsoft in this case.
By the way, in my earlier testing, I noticed that the default for new entries was to make them either Private or Unlisted. I’d like to set the default to be Public, so they only become Private or Unlisted if explicitly chosen. Can you provide a code snippet for setting the value of radio buttons to my preferred choice?
Also, I’d like to set this up for Individuals only, rather than providing the choice of Organization too. This will make it easier to have a consistent format in the Directory. I found that a couple of the users had chosen “Organization” and their directory entry formatted differently than the others.
Thanks again for all your help!