Hi,
I would like to make a function that allows a user to be working on an invoice with certain empty fields awaiting for customers information.
Instead of emailing the customer and asking them, then inputting the data manually, I would like the ability to be working on an invoice and a url can be presented that when visited by the client, gives them a form with fields that correspond to the invoice form in suitecrm and when they submit it it gets sent through to the invoices module.
I have looked at open sales but it only uses joomla and the cases module and therefore isn’t suitable.
How would this be done?
I have a Wordpress-powered CMS, with forms built using the Gravity Forms plugin, and integrated with SuiteCRM using the Zapier online service. It works well enough for my needs, though I’m not positive it can do what you’re looking for. I use it for Cases and Lead capture though.
You can follow the following process to see if it satisfies your query:
Mail your client the URL with a form with the custom fields to be filled. Include the necessary details like client id and invoice id
When client submits the form, post the data through an HTTP request to a custom page in SugarCRM where you can validate the POST data
Query it to the SugarCRM db using default Sugar methods
You have to put necessary security in place though like you can use .htaccess on the client side to mask the URL and check the POST values before entering it to the Sugar db to name a few.