Jotform Integration allows you to configure the Jotform form builder application with SuiteCRM, so data submitted via forms gets automatically updated with your CRM.
#5753 - Can I update records instead of new?
I need to update existing records by updating with field info from JotForm, instead of creating a new record. This if for Contacts. thanks
3 weeks ago
Is anyone there? Can I update an existing contact record via your jotform extension?
3 weeks ago
Hello,
No, it is not possible to update an existing contact record through the JotForm extension. The integration only supports creating new records.
Regrads,
Variance Infotech PVT LTD
3 weeks ago
Thanks you for the reply! Is that an enhancement that is possible? I would be interested. I am currenty using WebToModule and work fine. But I also use JotForm and would appreciate the extra flexibility of JotForm. I have one existing client and two new, not implemented, clients and a few more to follow.
2 weeks ago
Hello,
We will review the feasibility of your requirement and update you on whether it is possible or not.
Regards,
Variance Infotech PVT LTD
2 weeks ago
Hello Onlye,
We can adjust the process for you, but we need clarification on the following points:
Regards,
Variance Infotech PVT LTD
2 weeks ago
We include a unique number for the customer to enter and we update exising records with the unique number and the last name mathing an existing record. We import all the valid contacts and use the from for them to provide additional information. We do not want the form to create a new record.
We have about 30 custom fields in the contact record that we want to update/populate via the form.
Here is our general use. We provide a way for the Clerk of the Court (local court system) to send text messages to Jurors telling them when and where to report for Jury Duty. We do an import of about 300-400 potential jurors into Contacts (we rename this Jurors). The Clerk sends a letter to the 300 potential jurors that includes a QR code to fill out their Juror Information Form onliine. We want to capture the Jiuror Information and update the Contact record. The verfication of the uniqure number and last name is to reduce unauthorized persons from submitting the form.The form also offers the opt-in to recieve text message notices.
I can email you a sample of a clients PDF form and a screen shot ot the contact screen if you would like
The extension we are using now works fine. But it is not as easy to format the form as using Jotform.
2 weeks ago
Hello Onlye,
Thank you for providing the detail about your requirement.
Please share your PDF form on the "techsupport@varianceinfotech.in". This is our email address for the support.
Regards,
Variance Infotech PVT LTD