I’m using a plugin called WordPress to SugarCRM Lead and I created a custom form which successfully populates a new Leads first & last name, mobile #, and description. But my email field must be named wrong, because everything I have tried isn’t populating the (or an) email field in my Leads.
My form fields, at this moment, look like this:
input type=“text” name=“oepl_leads_first_name” id=“oepl_leads_first_name” (this works)
textarea cols=“20” class=“nonHidden LeadFormRequired” rows=“2” name=“oepl_leads_description” id=“oepl_leads_description” (this works)
input type=“text” name=“oepl_leads_phone_mobile” id=“oepl_leads_phone_mobile” (this works)
input type=“text” name=“oepl_leads_email_address” id=“oepl_leads_email_address” (this doesn’t work)
I have also tried renaming the input field to with no success.
I solved the problem myself. In the “SugarCRM Lead module field list” there are six pages of fields. I only saw the first page of fields, so I didn’t even see “mobile” or “email”, but as soon as I started flipping through the pages, all the fields I could ever want were in there. I made a form widget, attached it to the Header, and then copied the html source page to get the input fields and their names. From there it was easy to make a custom form using first name, last name, mobile, email, and description in my custom form.
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Hi,
To manage lead data from WordPress to CRM, you can also use CRM portal, WordPress portal. It is available for various CRM including SuiteCRM. It provides you with a feature to manage CRM Modules accessibility for your users and provides facility to set Layouts for each module. You can set layouts for List, Edit, & Detail view from CRM. And also you can manage field setting.