by urdhvatech

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other uses. Supports all modules, including custom modules.

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#3710 - Relate new record to Account

Closed General Question created by chris15 3 years ago

Is it possible to automatically relate a new record created by the Web To Module form to an existing Account in Sugar once the form is submitted.

  1. urdhvatech member avatar

    urdhvatech Provider Affiliate

    3 years ago

    Hello Chris15,

    Thanks for getting in touch & showing interest into our add-on. Right now, WebToModule don't provide such facility to relate new record with existing account. It would be good if you can come up on Skype and we can have call, so we can identify the requirement in detail and if possible we can achieve it via customization. Our Skype id is : urdhvatech

    Thanks & Regards, Team Urdhva Tech

    • chris15 member avatar

      chris15

      3 years ago

      Thanks for the quick response - we're currently using this add on with a custom module used for surveying existing accounts in our crm. The overview is that we use your module to create surveys to post to our websites for clients to fill out. So for example, we have one survey we would send to a client to see if they qualify for any additional pricing discounts. Once the survey is filled out it's graded automatically and based on the client's score will tell us what pricing level discounts they qualify for. Currently, we have to manually relate the new survey record to the existing account.

      It would be great if we could have some type of identifier in the webform that we could use to automatically find and relate the new survey results to the correct account.

      I'm happy to hop on Skype to chat about this more!

  2. urdhvatech member avatar

    urdhvatech Provider Affiliate

    3 years ago

    Hello Chris15,

    You mean for each account do you have survey form ? For example, if you have 10 accounts into system then survey form will be created for each account. If this the case then we will provide the account field selection into the last step same as "Assigned to" then we can achieve it.

    Let me know you thoughts on this.

    Thanks & Regards, Team Urdhva Tech.

    • chris15 member avatar

      chris15

      3 years ago

      sorry, no, it would be the other way around. We could have one account that may fill out multiple different forms. One to qualify for pricing discounts, another to request credit terms, a third general survey for us to collect more information about the client's industry, etc. Each form could be filled out by any number of clients.

  3. urdhvatech member avatar

    urdhvatech Provider Affiliate

    3 years ago

    Hello Chris15,

    It would be good if you can come up on Skype session tomorrow. Our Skype id : urdhvatech

    Thanks & Regards, Team Urdhva Tech.

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