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February 08, 2012

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Subject: Managing Inquiry Forms
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cjeppUser is Offline

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09/29/2009 4:37 PM  

 Any help with the following would be greatly appreciated.


Here's what we want to happen:

  1. Potential Customer submits the inquiry form.
  2. Both customer and Admin receive auto-responce.
  3. Admin logs in, and can view a list of all the inquiries.
  4. Admin edits the entry, adds additional information (that customer doesn't see), and marks the entry as unqualified/cancelled/on hold/approved (these status fields are not urgent).
  5. Upon approval - the lead information get's emailed to the contact associated with the business the customer was interested in.  

Please advise,

Thankyou!

Buck AndersonUser is Offline

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09/30/2009 9:36 AM  

Potential Customer submits the inquiry form.

Currently applies to the inquiry form

Both customer and Admin receive auto-responce.

Currently applies to the application. When you edit the Inquiry form using the plain text editor there are two parameter settings.

parameter name="sEmail"

parameter name="smtpServ"

sEmail - The default value is {XMOD_PortalEmail} and returns the email associated with your portal's Administrator account. This value is the From value used to send emails. You can change this to the email of your choice. In addition to the main form, Primary Contact Email, this is the email address that will also receive emailed inquiries.

smtpServ - The default value is mail.{XMOD_PortalAlias} and will return mail.YOURDOMAIN.com. You can change this value to the SMTP server of your choice. Example: If you are hosting at PowerDNN.com the value would be 127.0.0.1

Change these values if they do not meet your site's email requirements.

The eamil address of the company is passed via the querystring.

Online documentation:

http://training.dnnprofessor.com/BusinessDirectory/LearningLab61/ConfigureInquiryForm.aspx

Admin logs in, and can view a list of all the inquiries

This would require customization.

You would need to customize the form to include a Xmod panel that would contain the additional admin data and the panel would be set to admin view only.

See http://dnndev.com/help/xmod/Content/Form_Controls/_panel_.htm

This would require adding another instance of Xmod on a page that is Admin only view.

You would assign the Inquiry form as the form and create two new templates that utilize the Inquiry form data.

Since the Inquiry form settings are already configured to allow all users to submit an inquiry withourt approval, you cannot set the form to require approval on this instance. The form settings are universal to all instances of XMod using the form.

You would need to create a third email section that would send the total form values to the company email upon update (sendrule="update").

See http://dnndev.com/help/xmod/Content/Form_Controls/_email_.htm

Buck


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cjeppUser is Offline

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09/30/2009 10:24 AM  
Mr. Anderson (can i call you Neo?),
Thank you for your support. I spent some time with it last night (new to xmod) and got most of what I need working. I copied the form and modified it. Then created a grid for admin. So far so good. The next thing I'd like to do is reference some of the Listing Company information per each inquiry (ref: http://dnndev.com/Forums/KnowledgeBase/tabid/390/aff/49/aft/27360/afv/topic/Default.aspx)

Looks like this is possible per the VendorVEID field you included. ...but then again, this may cease to work if the Listing gets transfered to a client control. True?

Your input is always appreciated.
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