Easy way to give customer Access to his/her own Lead-Data

đź’¬ General Discussion
1

We have a pretty elaborate (cookie-driven) multi-page webform that creates a new lead upon creation.

After we receive the form we generally call them and complete some data that they didn’t fill out when submitting and ask some further questions.
Some of our customers prefer to do this in written form, instead of over the phone.

What would be the easiest way to grant the customer access to the data he/she has already provided and allow him/her to change or complete that data?

Giving them access to the CRM as a restricted user isn’t workable either for various reasons.

Best would of course be for them to be able to access the same form they used before, with their data prepolulated out of the CRM… not sure how that can be done?

And if the answer is a custom form with direct connection to SuiteCRM-API I’d need some pretty detailed pointers for how to go about that… I have basic PHP knowledge, but have never built anything that directly communicates with Sugar through its own framework.

Happy for any thoughts!
John

2

Hello John,

I have suggestion here. We have built a web-to-module, that is able to create web form for any built-in or custom module, that allow you to check duplicate based on specific field which will update value or create new if not found, that way it may help you in this scenario.

You may find add-on Web to module

3

Thanks for the suggestion! I’ll have a look at it.

It looks like this module doesn’t allow to point a customer at the web form that is pre-polulated with the information they already submitted in a previous session… Or am I missing something?

4

Yes, it won’t pre-populate data, it will check for the duplicate and take action based on submission.