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

Parents
  • Hi Francesca,
    It can work well if you use the contact's email domain to identify an account or have another key for identifying link a particular contact with an account.
    Is it relevant to your situation?

    Regards,
    Mykola

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

  • That might work, the request comes from upper management and I'm still thinking through the practicality and/or feasibility of such a system. 
    I believe the intent is to reduce misspellings, diverse spellings and potential duplicates.

  • 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

Reply
  • 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

Children
No Data