Web To Module Form In SugarCRM

sugarcrmdevelopers —  March 15, 2011

Editor’s Note: This is a post syndicated with permission from the blog of SugarCRM Gold partner Epicom. Be sure to visit their booth next month at SugarCon, where as Gold Sponsor they will show the many SugarCRM customization and deployment solutions they can provide.

Web To Module Customization Takes Web Forms To A New Level

Epicom’s engineer, James McGirr has implemented the web to module customization on several client projects. The web to module form is similar to Sugar’s out-of-the-box web to lead form that allows users to drag and drop any custom field to create their form. Several websites utilize a web to lead form to capture information from visitors and push those leads into their CRM system. Epicom has taken this a step further by building the web to module form, which has the ability to push information into any module inside SugarCRM and isn’t limited to the leads module.

Some of the features include:

  • Eliminate Duplicate Data:
  • If the same person fills out several different forms, they are not duplicated in the system. Instead, each form submission is stored in seperate modules under the same record.

  • Create Job Applications, Surveys, Or Event Registration Forms:
  • Several clients have utilized this customization to better optimize their lead capture and interaction with customers.

  • Send Form Data To Any Module:
  • Several different forms can be created with data going into various different modules and therefore isn’t limited to the leads module.

  • Design Multi Step Forms:
  • The sophisticated architecture of the form can display certain fields that are conditionally dependent on other fields.

  • Easy To Customize The Look And Feel Of The Entire Form:
  • Non-technical users can easily create the form with any fields. With some CSS knowledge, the look and feel of the form can be completely customized to match your company’s branding.

 

 

With the web to module customization, our clients have been able to better optimize their business because all of their data is being inserted into Sugar, their leads are not being duplicated, and the form is sophisticated enough to integrate with third party systems and conditionally display fields. For more information about Epicom’s web to module customization contact us at info@epicom.com or call (512) 481-9000.