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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0 Mykola Bulava over 5 years ago

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
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0 Francesca Shiekh over 5 years ago in reply to Mykola Bulava

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.
0 Harald Kuske over 5 years ago in reply to Francesca Shiekh

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

Reply

0 Harald Kuske over 5 years ago in reply to Francesca Shiekh

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

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