Participant

Question

Saving user information

Forum|Forum|14 years ago
August 28, 2011
3 replies
899 views

I need help.

I have created a website that allows outdoor sales reps to register and then log in to their account.

The site will be used to allow outdoor sales reps the ability to log into there account and fill out a customer lead form then save it as one of their leads. After it has been submitted the outdoor sales rep can keep track of all the forms that they have saved.

I tried to use the insert record wizard to to let the outdoor sales rep fill out a customer lead form and save it in a PHP/MySQL database. I was hoping that the sales rep could save then view multiple forms. The problem is that I can only use the wizard as a one time registration form and not as a way to allow a single user the ability to insert multiple records of the same form and then view all forms that have been saved.

Server side applications

This topic has been closed for replies.

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gogreenstrongAuthor

Participant

Yes I also agreed originally until I looked into an already created system. The problem is that Salesforce software isn't something that can be purchased it can only be rented. The monthly payments are hundreds of dollars and no software is worth that kind of money.

Sugar CRM apears to be close with the exception of saving online forms that do calculation based on the input. Nothing so far has allowed me to do just one simple action. They seem to just dance around every useful task. The useful tasks just are not for sale.

I can use any suggestions to a prebuilt system that would do more than just log in a user and offer blank tabs. I can already use the database to allow a visitor to register and then sign in to their account and veiw their profile information but I can only update their information, If I could just add a second and third and fourth record then I would be in buisiness. I just can't seem to find this action other than from other websites that are up and going like this website does. This website remembers the threads that a user post which displays a link list of all availalble threads that the user posted. When the user logs in they go to the link "Your Stuff" and then click "Discussions" and a list appears of all the threads that they posted. Now I realize the phpBB would do this but I don't want to save a forum post just a form. I don't see that to be difficult but it is turning out to be.

What prebuilt software does this site use to get that option?

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bregent

Participating Frequently

Yeah, are you sure you want to reinvent the wheel? What is your level of expertise with database design, SQL and PHP? If you are building a CRM system, you need to start with a rock solid design. DW's server behaviors won't get you very far.

Lon_Winters

Inspiring

I agree with the above suggestions but depending on a couple things. How many sales reps are there? Will they need all the features of a CRM service? Some of these are not cheap, and may not ultimately be cost effective. But building your own application still will require several components, and it's a big undertaking for someone new to building dynamic web applications. The first part would be to provide the functions your reps need, launched from a main page that displays to the rep when they log in. I wouldn't worry about multiple inserts just yet, just create a single form to insert a new sales lead record. But before even doing that, you need to map out the entire application, as much as you can visualize. AND properly set up your database and tables accordingly. If you try to take the di it as you go approach to the database, you'll hit a roadblock at some point, then have to spend a lot of time with wor-arounds.

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gogreenstrongAuthor

Participant

"...Will they need all the features of a CRM service?.."
"...just create a single form to insert a new sales lead record.."

No the sales reps do not need all the features of a CRM service. All the sales rep needs is to be able to fill out an online form and save the results in the MySQL database. Then be able to view the various form results at a later time.

I have a JavaScript form that calcutes what I need and it shows results in specified textfields throughout the page. I want to believe that I should be able to use the "Insert Record" function to add the textfield results to the MySQL database as a "session". I should be able to do this by naming the textfields appropriately to relate with the recordset.

I have attempted this and the second record does insert into the database and can be seen when I browse the table using phpmyadmin. I just can't seem to bind the second record on a webpage. I can only bind the first record.

I know that it can be called because I can use the "Data Objects >> Display Record Count >> Total records" function and It will result "2" for two records. Just can't seem to display both records for viewing only the first record displays.

How do I display both records?

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Ben M

Community Expert

Have you considered looking into a pre-existing solution rather than to re-invent the wheel. This is one of those cases I would recommend looking into a pre-built solution. It sounds as though you need a solution for your sales reps to save their information for:

1. Themselves as a reference to help customers

2. Management as a way of tracking employees

3. Operations as a way of forecasting

And DW's pre-built tools will take you so far, but after you reach a certain point, the code hinting and personal knowledge that you can learn will far exceed was is built into DW because it is built as a general tool for people editing a simple CMS like Wordpress up to building more expansive applications.

I'd consider reading up on things like:

salesforce.com

highrisehq.com

sugarcrm.com

Or google something like "related:" and then any of those sites mentioned above.

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