CODEWITHSUNDEEP
soapsugarcrm
Michael
Michael

Reputation: 309

Method to allow email recipients to change their account information

I'm using SugarCRM Community Edition. I have a bunch of contact information. There are fields I have empty that would like filled. I want each user to be able to fill out a form and fill in those fields.

I'm not sure how to hook each contact into the database. I imagine creating a generic form that somehow hooks into the database using a key. The form/php is not the issue. What is the 'key' and where is the 'door'? I think the door is the SOAP API but I'm not sure. The key, maybe the tracker id?

The only thing I am familiar with as far as interaction between an email campaign and the contact is the campaign 'Tracker'. I know the tracker url with removeme is used for allowing the user to opt out of emails. Is there a way to use this tracker to allow the person to edit their information? I think the answer to this is easy but I need some guidance.

Upvotes: 0

Views: 130

Answers (1)

Stephane Gosselin
Stephane Gosselin

Reputation: 9148

One way of doing this is using the built-in REST api. There are a couple of helpful tutorials out there, here is a link to the one I used for guidance in a similar situation.

You can have a form post the data to your sugar crm's REST gateway, accessible via the url http://localhost/sugar/v2/rest.php.

Although it is quite straightforward to implement, you may want to look at this wrapper class that can be used to maybe keep things cleaner than the hacked up script churned out on the spur of the moment I used in my project.

Last but not least, be sure to glance over the documentation, in the Web Services section you will find more information.

Good-luck

Upvotes: 1

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