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 Reply
  • 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. 

Children