After booking an appointment it is common for the external sales person to use a webpage to submit feedback on the result of the meeting. The way to do this is to include a dynamic link in an appointment notification email. This will use the API to show live information on the webpage (e.g. the company name and address), and also use another API function to submit the details back to the database.

The target for the link in the email would use the merge field for the Account Number and also the Database Area number, this means the right record will be updated when the form is submitted (without the Account Number the API will create a new record rather than updating one).

For example, the target URL for the link in the email could be like this:

https://test.fivecrm.com/123456/user_files/webpage/meetingResult.php?acct=*account&arnum=003

Your webpage form can reside anywhere, it does not have to be on a FIVE CRM server, the example URL above is just to show the parameters (*account and the Database Area number 003). You can set up a webpage in the system by using the Menu option, Setup > Documents > Webpage.

The image below shows an example form. Note the customer details ("IBM" etc) which are populated dynamically.

Click here to view the source of the form.

The following lines fetch the account details and extract the returned XML into usable arrays:

$source = 'https://test.fivecrm.com/123456/api.php?mode=export&hash=<hash>&account='.$acct.'&area=' . $arnum;

$test = simplexml_load_file($source);

$info = $test->xpath("//*[CID=$cid]");

$info2 = $test->xpath("//RCMANL");

$info3 = $test->xpath("//TELRCM");

Where:

$info = Contact name fields

$info2 = Account additional fields

$info3 = Account details

Common database fields used in this form are:

Account fields

Account Additional Fields

Contact Fields

Contact the FIVE CRM Customer Success Support desk to request other field-names to use for your particular web form.