Participant

Question

Saving user information

Forum|Forum|14 years ago
August 28, 2011
3 replies
879 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

I agree about the training, or perhaps your company would consider hiring a web developer at least for consultation. What confuses me, is that the OP on one hand demonstrates a certain ability having created the registration system, but on the other hand a lack of knowledge on how it actually works scripting-wise and with the database. No offense intended, but part of offering solutions here I'd to gauge the skill level of the developer. Inserting a record into the database then displaying the results is no more difficult than building the registration and log in, perhaps even easier. To the OP, have you created this sales lead form and applied the insert record, and does it work? Did you create antable specifically to store this data? Are you saving the User ID also in that table when you do the insert?

Are the responding user’s robots or real people?

I have to ask because every reply doesn't seem to be in response to my posts directly.

For example I wrote that I do have a form created and I have used the insert record function and I have been able to display the record on a webpage all successfully. But I have not been able to insert a second record for the same user and display it on a web page successfully.

The response to this was:

"To the OP, have you created this sales lead form and applied the insert record, and does it work? Did you create antable specifically to store this data? Are you saving the User ID also in that table when you do the insert?"

Why did this user respond with a question to something that has already been established?

This makes me wonder if I'm chatting with a robot instead of a real person. Also there is not one reply that comments on how to help me. In fact the comments seem to be up selling a non-Adobe product and discouraging me from using DW. Actually the comments seem to be putting DW down.

Did I post in the wrong forum?

Is this not a support forum?

I thought that this forum was supposed to help me but everyone seems to be a little upset that I'm not willing to through away my adobe product and buy something else. Some replies have even stooped to calling me names. HMMMM...

If I should buy Sales force then why did I buy DW?

Does Adobe know that this forum is only discouraging folks from enjoying this product even trying to push non-Adobe products on me?

Look folks if you don't know how to create a dynamic website just say so but calling me arrogant because I don't want to acquire another monthly bill on something that can be created using DW and a web server is ludichrist. I even received a lesson in ROI. But nothing related to Dreamweaver Application Development. What is the deal with that?

Where the idea that I work for a company that can afford sending me to school came from is also mystery. I never mentioned a word about a company at all. I asked a pretty basic question that even was commented that the question I asked had a simple solution. I believe that the solution is simple but what is the solution? Even the user who claimed that the solution was simple has failed to produce the simple solution directly.

What will be the next helpful tip "Buy low sell high"?

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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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