by Urdhva Tech

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other users. Supports all modules, including custom modules.

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#2792 - What about file atatchments

Closed Feature created by CA. B.C.Chechani 6 months ago

Hi,

What about document upload facility with form , whether file field works in the form and we found plugin for wordpress for suitecrm they send multiple docs to notes module attached.

Please explain to decide for a trial on the same.

Regards

CA. B.C.Chechani

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    6 months ago

    Hello Mr. Chechani,

    Thank you for contacting us. The document upload goes to the notes module.

    While creating WebToModule record you can select whether you will need file control into WebForm or not. Only one file control will be added into WebForm.If the user uploaded the file with this control, Notes record will be created into CRM and it will relate with the parent module[Module for which WebForm is created].

    If you wish to check it before purchase, please let me know, I will setup a demo for you to test. If you have some specific need, we can customize it for you.

    Thanks and Regards,
    Team Urdhva Tech

    • bcchechani member avatar

      CA. B.C.Chechani

      6 months ago

      Our requirement is multiple file uploads from client side through various forms and attached to notes module. how this address or how you define a solution for us

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      6 months ago

      It can be achieved for specific development requirements. For customization you may get in touch with us over Skype.
      Our Skype id is urdhvatech

      Thanks & Regards,
      Team Urdhva Tech

    • bcchechani member avatar

      CA. B.C.Chechani

      6 months ago

      At this stage for a particular client, We would be interested any functionality which is your standard offering only and evaluating your other add on too. So pls let us know , whether this can be achieved as standard functionality if we go for your bulk upload module. If yes , how this will work on mobile

      Regards

      CA. B.C.Chechani

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      6 months ago

      At this stage for a particular client, We would be interested any functionality which is your standard offering only and evaluating your other add on too.
      No problem.
      So pls let us know , whether this can be achieved as standard functionality if we go for your bulk upload module. If yes , how this will work on mobile

      You mean drag and drop module right? If Yes, This module cannot be integrated to the webtomodule because drag and drop for CRM only and Webtomodule is a web-form which is public ally available(out of CRM)
      Bulk upload cannot be done as a standard offering. We can deliver it as separate customization. In regards to the mobile, how it works on mobile, The web-form is generated from CRM, we can add a Drag and Drop feature in it Or give an option "+" button, which will add another file upload control. You can do as many and upload.

      Thanks & Regards,
      Team Urdhva Tech

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