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">
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 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;">
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"> |