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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#3002 - who is created the case

Closed General Question created by bashayeralorf 3 years ago

We want to know who is created the case , so can we use LDAP or any other way ?

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hi bashayeralorf,

    If you are using WebToModule to generate a web form that capture data and creates Case in CRM. The webform itself should collect the information on who the data is of. Like, say, Name or email address of the person, along with the other information you may want to capture.

    But as per our discussion, yesterday over google meet. The best solution for you is to use the Customer Portal solution, That will give you the proper way to manage the Case/Support ticket management.

    For your reference below are the links to it http://www.urdhva-tech.com/products/customer-support-portal http://portaldemo.urdhva-tech.com/

    You may get in touch with us for more details.

    Email: contact@urdhva-tech.com Skype: urdhvatech

    Thanks & Regards, Team Urdhva Tech.

  2. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hi bashayeralorf,

    The portal will be used by your customers(Contact module). So login of customers will not require LDAP authentication.

    The Customer Portal is for Support and Case solution. Which is used by your customers (Contacts). Given the username and password to the customers, they log in to the portal and create cases and do other self-service activities.

    And the WebToModule is for gathering information without authentication, it is a publically available form, which you can use to get data in your CRM, Say, for example, Capturing Leads, Contact us form, etc.

    Thanks & Regards, Team Urdhva Tech.

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