[Vtigercrm-developers] Need second head :)

[Prasad]

Andrew,

Will any-one filling the form on website gets details of the Organization -
falling under the selected category (picklist).
Should the report reach customer by email?
How is customer authentication handled?


*Connect with us on: *Twitter <http://twitter.com/vtigercrm> *I* Facebook
<http://www.facebook.com/pages/vtiger/226866697333578?sk=wall> *I* Blog
<https://blogs.vtiger.com/>* I* Wiki
<http://wiki.vtiger.com/index.php/Main_Page> *I *Forums
<https://discussions.vtiger.com>*I* Website <https://www.vtiger.com/>

On Thu, Oct 2, 2014 at 9:01 AM, Siam Translations LLP <
info at siam-translations.com> wrote:

> What I need is to be able to send to Customer list of organizations what
> meets pick list criteria. I will use PDFMaker for this purpose. The simply
> form should be fixed in website with use of Webforms module.
>
> If somebody fill up online form and from the pick list will chose for
> example industry: "Advertisement"
> Than he should receive report with organizations from mentioned industry
> only. As I said use of expressions on the pick lists will resolve problem.
> For above webform I using simply custom module (email, industry)
> Where Picklist "Industry" is shared with Organizations module picklist.
> Both modules related and visible in workflows.
>
> Regards
> Andrew Smith
>
> On 02-10-2014 10:15, Prasad wrote:
>
>> Could you please give a use-case example?
>>
>> I was not clear about:
>>
>>         * Customer fill the short form - where?
>>
>>         *  "should send him set of records" - where and how?
>>
>> CONNECT WITH US ON: Twitter [2] I Facebook [3] I Blog [4] I Wiki [5] I
>> Forums  [6]I Website [7]
>>
>> On Thu, Oct 2, 2014 at 7:42 AM, SIAM Translations
>> <info at siam-translations.com> wrote:
>>
>>  Customer fill the short form: his email and value from pick list.
>>>
>>> On this basis CRM should send him set of records what contains
>>> chosen pick list entry. As announced before - expression conditions
>>> applied to workflows ojn pick list will resolve this basic
>>> requirement, but as this is not exist I would ask you guys if you
>>> exercised similar task with success? It might be my morning logic
>>> error but I think I tried all standard solutions and nothing popping
>>> up. Appreciate contribution :-)
>>>
>>> Regards
>>> Andrew Smith
>>> _______________________________________________
>>> http://www.vtiger.com/ [1]
>>>
>>
>>
>>
>> Links:
>> ------
>> [1] http://www.vtiger.com/
>> [2] http://twitter.com/vtigercrm
>> [3] http://www.facebook.com/pages/vtiger/226866697333578?sk=wall
>> [4] https://blogs.vtiger.com/
>> [5] http://wiki.vtiger.com/index.php/Main_Page
>> [6] https://discussions.vtiger.com
>> [7] https://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
> _______________________________________________
> http://www.vtiger.com/
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20141002/f08a60fa/attachment.html>