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Autofill / Prompt for Account name in Web Forms

Francesca Shiekh

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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    Hey Francesca,

    This may not be the best idea as you may inadvertently expose your list of accounts in an unauthenticated/open website. If it is a known user/Contact in a portal, then you probably know the account already.

    Regards,

    Romney

  • 0 in reply to Romney Lai

    Good point. 
    An alternative approach would be to use a third party data provider and "clean up" the data upon submissions, not using your data but that provider's. Just like some sites propose a "corrected" (normalised) postal address. Then you match with your own CRM DB in the backend. This requires a high level of data quality. 

    In France the Government offers some of that data for free (opendata): company name, registry number, postal address. There are API quotas of course. 

    Added benefit: you can capture more data than what is typed by the visitor (registry number, business category etc). 

    Some otther companies may provide the same service, both for form submissions and for existing data cleaning. 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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  • 0 in reply to Romney Lai

    Good point. 
    An alternative approach would be to use a third party data provider and "clean up" the data upon submissions, not using your data but that provider's. Just like some sites propose a "corrected" (normalised) postal address. Then you match with your own CRM DB in the backend. This requires a high level of data quality. 

    In France the Government offers some of that data for free (opendata): company name, registry number, postal address. There are API quotas of course. 

    Added benefit: you can capture more data than what is typed by the visitor (registry number, business category etc). 

    Some otther companies may provide the same service, both for form submissions and for existing data cleaning. 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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