SugarCrm Form integration.

  • Posted:
  • Proposals: 2
  • Remote
  • #661348
  • Awarded
Syed Zeeshan Haider S.
Live Deftsoft Informatics P. have already sent a proposal.
  • 0

Description

Experience Level: Intermediate
General information for the website: SugarCrm Form integration.
Description of requirements/features: SugarCrm Form integration.


Outline

Create link to form in CRM and post to PDF and email. Attach PDF to client record in CRM.



Detail


Create link to form page from within SugarCRM lead record. The link will go to a form page and pull the client details from the lead record:

Title
Name
Surname

These details will be added to the form page which will also contain a number of drop downs, text boxes and radio buttons to add more info.


Once submitted the form will be posted to email and PDF, the PDF will then be available as an attachment in the history section of the lead record with a subject tile of "KYC Form" and related to the lead record with a time stamp.



The form page will be a page outside the CRM with minimum styling (perhaps just a background colour) with the title "Know Your Client Form"

An exact layout of the form will be provided

On submit, the form page will redirect to a "form completed success" page or "error page" which will either redirect back to the lead page or on error redirect to the form page with highlighted errors.
Extra notes: SugarCrm Form integration.


Outline

Create link to form in CRM and post to PDF and email. Attach PDF to client record in CRM.



Detail


Create link to form page from within SugarCRM lead record. The link will go to a form page and pull the client details from the lead record:

Title
Name
Surname

These details will be added to the form page which will also contain a number of drop downs, text boxes and radio buttons to add more info.


Once submitted the form will be posted to email and PDF, the PDF will then be available as an attachment in the history section of the lead record with a subject tile of "KYC Form" and related to the lead record with a time stamp.



The form page will be a page outside the CRM with minimum styling (perhaps just a background colour) with the title "Know Your Client Form"

An exact layout of the form will be provided

On submit, the form page will redirect to a "form completed success" page or "error page" which will either redirect back to the lead page or on error redirect to the form page with highlighted errors.









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