Autofill / Prompt for Account name in Web Forms

Is anyone using Autofill or prompts for Account Names in Web forms that create Accounts?

The idea is that as a person fills in a contact-us form on the Web we prompt them for account names that already exist in our Sugar instance and present the person with a list of options to select from.

Like the related fields prompt on the Sugar interface with the dropdown of potential matches as you type, but for a customer-facing Web form.

thanks,
Francesca

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  • We often face similar tasks when customers ask to improve account-based-marketing.

    It's beneficial since it reduces errors, improves data quality, and automates lead to account linking. Additionally, it makes easier data entrance on the website, so it is a benefit too.

    Nevertheless, If you choose the option with emails' domain, this will require a set of customization on the Sugar side (or in the middleware layer) to ensure quick response on the website like accounts' domains management (links between domains and accounts, their control and conflict management processes support, collection of domains data, reflecting of corporate domains of multi branches companies, public domains like yahoo, Gmail, etc.). Every company is unique in its way, and it influences the solution.

    If you need help or consultation, I'll be happy to share our experience.

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

  • One possible approach is to take advantage of Elastic that is already installed and has the relevant information. When the customer/prospect submits an external form, the data is saved as is but it will trigger a check against Elastic to find similar entries. In one of our implementations, we used a scheduled task to regular to scan these new records and notify CRM users when a potential match is found. 

  • I would create a small native AJAX snippet in the web form which calls a custom endpoint in Sugar for Account search which just returns the formatted list of possible matches.

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH