2 Replies Latest reply: Feb 6, 2014 1:53 PM by Asmondien

Can you edit CRM records with {Tag_edit}

Asmondien Feb 4, 2014 2:17 PM

Hi,

I 'm wondering if I can edit my records with {tag_edit)

I can edit the web apps , but when I include the {module_firstname} and edit it. It wont edit the record in CRM.

So I wonder if there is way to do it?

I don't think it will be through web app.

What I'm aiming for is that web user can edit their own information throught a secure zone.

For example. I have created website , with back end. Custom back end. Once the user is registered. He can alter the details.

With out loggin in to admin panel and edit the record in CRM.

Any suggestions would be appreciated.

Thanks

Kind Regards

Jiri

1. Re: Can you edit CRM records with {Tag_edit}

Matt Baracz Feb 4, 2014 3:15 PM (in response to Asmondien)

Hi Asmondien,

It is possible for the customer to update their records. To achieve this, please refer to the following document for additional information: http://kb.worldsecuresystems.com/kb/allowing-customers-view-update-crm.html. Note you can also attach custom CRM forms to the 'Update Details' form which will also allow them to update this information.

Cheers.
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2. Re: Can you edit CRM records with {Tag_edit}

Asmondien Feb 6, 2014 1:53 PM (in response to Matt Baracz)

Hi Matt,

Thank you, that what I needed.

Next question.
Could you point me in a right direction. How would I be able to make progress bar? with 5 stages and when I hover over it would tell me some informations.

I have thought of web app. But i'm not too sure now.

Any help will be appreciated.

Thanks

Kind Regards
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