CRM FREE contact management                        

HTTP Web Form Post


With the paid version of CRM-FREE you can post forms directly from your web site into your database to capture new contacts. All you need to do is make a few changes to your form.

1. Change the url that the form post to: https://www1.mscc2.com/CRM-FREE/webform.php - this is a secure web page for your data to be submitted to.

2. Add a hidden field for the page you want visitors directed to after completing the form, for example
<input type="hidden" name="wredirect" value="http://www.yourdomain.com/thanks.html">
Add a hidden field to identify your account:
<input type="hidden" name="n1srv" value="Account.ID">
Add a hidden field to assign a user (uid) to access record or a group (ugid) of users to be able to access the new contact. ID's can be found from the Settings tab and View / Edit Users. The ID is at the top of each user or group's record.
<input type="hidden" name="uid" value="User.ID">
<input type="hidden" name="ugid" value="UserGroup.ID">


3. Have the field names match the options below for the basic fields

      first_name
      last_name
      company
      comments
      website
      status
      type
      source
      phone
      home_phone
      work_phone
      day_phone
      evening_phone
      cell
      fax
      email
      address
      city
      state
      zip

4. Add a hidden field to create a note of all other fields captured in the form. This can also include the fields to create a note of all data entered. This field format can also be emailed alerting you of a new contact in your database. To set the email address(es) for the web form to send to click the My Account tab and then Your Database Info. You must have administrator permissions to enter the email address. For example:
<textarea name="note" style="display:none;">
First Name: [first_name]
Last Name: [last_name]
Phone: [phone]
Email: [email]
Product: [Product]
Quantity: [Quantity]
Total Price: [Total_Price]
</textarea>



Full Example of the form with the above fields as it would be on your website:

<form action="https://www1.mscc2.com/CRM-FREE/webform.php?n1srv=Account.ID" method="post">
<input type="hidden" name="wredirect" value="http://www.yourdomain.com/thanks.html">
<textarea name="note" style="display:none;">
First Name: [first_name]
Last Name: [last_name]
Phone: [phone]
Email: [email]
Product: [Product]
Quantity: [Quantity]
Total Price: [Total_Price]
</textarea>
First Name: <input type="text" name="first_name"><br>
Last Name: <input type="text" name="last_name"><br>
Phone: <input type="text" name="phone"><br>
Email: <input type="text" name="email"><br>
Product: <input type="text" name="Product"><br>
Quantity: <input type="text" name="Quantity"><br>
Total Price: <input type="text" name="Total_Price"><br>
<input type="submit" name="submit" value="Submit Request"><br>
</form>
Features

Contact Management
    Contacts
    Searching
    Grouping
    Important Dates
    Custom Fields
    Import & Export
    Capture from Web Forms

Calendar
    Adding Items
    Calendar & Lists
    Alerts

Email
    Templates
    Creating New Contacts
    Adding Notes
    Adding Calendar Items
    Linking to Contacts

Projects
    Using Projects
    Linking to Contacts

Document Storage

Administration
    User Access
    Billing

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