New Web Forms - *UPDATE: Now Live
We are close (as in this coming week) to making available the new web forms tool for WORKetc.
Web forms are a critical part of WORKetc, enabling a link between your web site, getting information into WORKetc and then using that information to automatically create a sales lead, a support case, a new contact or capture information and view in a report.
What's Changed?
A lot of the changes we've implimented have come directly from the feature suggestion forum. In summary:- Forms now give you the option of disabling customer look up (requiring your customer to log into your form) and disabling auto-update of customer records
- Re-arranging questions on your form is now a simple matter of dragging and dropping each individual element
- Javascript can now be used to insert the form in your web site
- Documents can now be uploaded via a web form
- And a whole lot of other suggestions
Previews
Here are some previews - click the image to view full size image with notes.I'll update this post when we push it through to beta release; 90% likely before the end of the week.
Where to now...
In order to complete and roll out the new Sales & CRM modules, we needed to complete 3 core modules:- Lightning fast search - completed!
- Web Forms - 99% completed!
- Roles, Permissions & Groups - 50% completed
Were also a good way into the Outlook Plugin. This basically works the same way as our Gmail Plugin, but inside of Outlook. I'll post some screen shots shortly.
Comments
Jaas - Tuesday 4, October 2011 7:14 AM
Joe - Tuesday 4, October 2011 4:10 PM
oscar david ramirez - Wednesday 5, October 2011 2:12 PM
Donna Grindle - Tuesday 11, October 2011 5:03 PM
Dan @ WORKetc - Wednesday 12, October 2011 11:58 PM
Daniel Callaghan - Sunday 16, October 2011 1:16 AM
Dan @ WORKetc - Monday 17, October 2011 12:14 AM
Mike - Wednesday 19, October 2011 9:54 PM
Dan @ WORKetc - Thursday 20, October 2011 4:23 AM
Lisa - Monday 7, November 2011 1:07 AM