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Customer Opportunity Web Forms

Comments

66 comments

  • Ayal Mesher

    Hello,

    In "More Settings" you have the option to send an email confirmation. If the template is left blank the client receives a confirmation with their answers. We would like to receive that email internally, and send the client a canned response. Is that possible? If not, how can we add the clients responses to the end of our email template?

    Thanks,

    Ayal

  • Brooke Adamson

    Hi Linda,

    This is actually on your web configuration exe file that is on your web server. Here is a screenshot of mine. You'd need access to your web server and be able to run as administrator to have access. IT has had to help me with this before they gave me access. 

    Hope this helps!

    Thanks,

    Brooke

  • Linda Hilko
    Kaitlyn Batliner In your v20 web configuration, you can change the 'From Email Address', but this will change the From Email Address for all applications. On the Web Configuration, this is under the Application Settings tab of the Web Configuration.

    However, I cannot seem to find the location to make this change under Web Configuration/Application Settings. Where exactly is this? A search on the Menu does not find it. Also, what OTHER areas will this affect? A search through the knowledge base does not indicate where this From: email address is also used.

  • Kris Corrigan

    Hi

    Any update on existing accounts to logon and add an opportunity / update their details?

    Also if choosing anything other than 'Event Sales' in the account designation how can we choose the opportunity type we would like to select, i.e. the same one as 'Event Sales'?

    Thanks

    Kris

  • Kaitlyn Batliner

    Hi Brooke,

    In your v20 web configuration, you can change the 'From Email Address', but this will change the From Email Address for all applications. On the Web Configuration, this is under the Application Settings tab of the Web Configuration.

    Best,

    Kaitlyn Batliner

    Ungerboeck Consultant

  • Brooke Adamson

    How can I change the 'from' email address for the web opportunity form reply?

  • Sean Tame

    Hi Kris,

    I have been very confused as to why Email templates and Merge templates have been mashed into the one master list.  They are two distinct things (as evidenced by the fact you cannot select fields from both the SUBJECT and a custom data SOURCE within the one e-mail template as you can with Word Merges)

    I find it frustrating we cannot 'hide' Merge Templates from selection in e-mails when they are not designed at all for emails.  (they should be available for selection as merge tags with the body, but not as an overall e-mail template.  If you want it to be an e-mail template, create one and include the tag within the body.

    I have no idea why e-mail templates are forced to have EZWriter Tags. 
    And indeed, if we can select an EzWriter template in the compose e-mail window, then why don't they support subject lines?

  • Ayal Mesher

    Is there any way to stop the Web Form from creating an activity with each new entry? The information it provides isn't useful and the default account rep receives an overwhelming number of activities.

     

    Thanks,

     

    Ayal

  • Kris Corrigan

    Nice to see this post in the newsletter, it would be even better to see this enhanced as promised by Manish.

  • Jemma Slater

    Hello

    I'm configuring an online web opportunity form to act as a 'booking EOI form' in lieu of hard copy paperwork. I'd like to put some text above the 'continue' button at the bottom of the screen that acts as an acknowledgement section for the customer to agree that they have read the terms and conditions of hire before selecting continue. Can anybody provide a suggestion of where I am best to configure this text; Opportunity type, Web Skin or Customer Opportunity Web Form?

     

    Thanks

     

    Jemma

  • Sean Tame

    You could change the term 'Preferences' to be 'Conditions' or some other word?

  • Erin Luber

    Hi Michelle,

    Thank you for your questions.

    On the COWF configuration, there is an Activity Type drop-down.  If this is filled out, an activity is added for the Default Account Rep when a submission is made. The email is the same for all activity types so this may not work well for you. 

    We currently don't have plans on our road map to improve this process. We will however, continue to monitor this topic to see if others have input.

    Thank you,

    Erin 

  • Zakaria Al-Alami (Jazz at Lincoln Center)

    Thanks, Lea.  Editing the Org Master parameters worked (Personnel UDFs are now available in the Manage Form Fields section), but I have one (hopefully last) hurdle:  setting the Custom Field Designation in the Contact Form Setup section of the COWF config is throwing a generic "An error has occurred..." when I try to submit a completed form from the corresponding web page.  Using any other Custom Field Designation (e.g. Event Sales, Supplier) isn't throwing the error.

    Any ideas, or should I now submit a ticket?

    Thanks again,

    Zak.

    v20.93E

     

     

  • Sean Tame
  • Hello.

    Can someone clarify how "Custom Field Designation" works? (under the "Contact Form Setup" section of COWF Config)

    Where/how does one configure said designations and their corresponding UDFs?

    Thanks,

    Zak.

  • Ryan Canny

    Hi Michelle,

    This is a preset email confirmation that is sent by Ungerboeck so it is not editable. If you want to override the system's email you can use your own email template.

    Thanks,

    Ryan

  • Kris Corrigan

    Thanks Ryan yes I have this configured, I will raise a ticket.

  • Ryan Canny

    Hi Ian,

    To my knowledge there is not a way to inactivate a COWF configuration in the system without actually deleting it. I would recommend posting on the CRM Product Ideas Forum (see link below) so our Product Management team can review as a possible enhancement in the future.

    https://supportcenter.ungerboeck.com/hc/en-us/community/topics/360001531614-CRM-Product-Ideas 

    Thank you,

    Ryan

  • Ryan Canny

    Hi Michelle,

    Currently there is not a way to configure the text size in COWF.

    Ryan

  • Ryan Canny

    Hi Ashley,

    This appears to be a bug so I have entered a case for our Development team to review.  Once this is resolved I will let you know which version the fix went into.

    Thanks,

    Ryan

    Ungerboeck Quality Assurance

  • Linda Hilko

    Thanks Maggie. As soon as I have the email alias set up I'll submit a request to have this updated on our system.

  • Ayal Mesher

    Hi Sherri,

    The web form will create an opportunity, account, and contact. You have complete control over which fields you offer to the client to fill in. 

    You do not need a password and it does send a notification to whoever the default user is

    -Ayal

  • Kris Corrigan

    Hi Ashley

    I have tried in .93 E and also can't see this, I agree this was really useful and hope to god this is an error.

    I am thinking this is within E as am sure this was in B which we upgraded from.

    Thanks

    Kris

  • Lea Tenore

    Hello Zak--

    For Personnel Management and Supplier UDF's you will need to set those up in the Organization Master.  In the Organization Master screen click the Parameters button. 

    Personnel  Accounts--  Search for parameter AA AI40

    Personnel Contact - Search for parameter AA CI40

    Active Supplier Accounts - Search for parameter AA AI70

    Active Suppler Contacts - Search for parameter AA CI70

    *** Enter the Code of the Opportunity Type in the Alphanumeric Value field of the Organization Parameters Screen. 

    The UDFs should now be visible on the COWF configuration screen.

    Thanks!

    Lea

     

     

     

     

     

     

  • Kaitlyn Batliner

    Kris is correct. The 'Automatically add an Opportunity with each submission' is removed with 20.93 and is no longer necessary. If one or more opportunity types are selected on the Opportunity Types section, the form will automatically add an opportunity (type) with the submission. If no opportunity type is listed, no opportunity (type) is created.

    Best,

    Kaitlyn Batliner

    Ungerboeck Consultant

  • Kaitlyn Batliner

    Hello Ayal,

    Unfortunately, neither are possible within COWF currently. Please enter an enhancement request for the workflow mentioned above.

    Thank you and have a great day!

    Kaitlyn Skubic

    Ungerboeck Quality Analyst

  • Maggie U.

    Hi Kris,

    Customer Opportunity Web Forms remain available. There was a problem in the Early Adopter .97 release that was resolved with the 2021041901 hotfix. You may need to apply that and retest if that is the version you are working in.

    Thanks,

    Maggie

  • Kaitlyn Batliner

    Hi Ashley,

    With the 20.93 release, Opportunity Types now has its own section. You may need to Edit Layout of the Edit Customer Opportunity Web Form Configuration window and go to Manage Sections to add the Opportunity Types section onto the layout. This enhancement was made because we can now customize which custom fields from that opportunity type display on the web form.

    Once you have the Opportunity Types section added, you can click Add to add the appropriate Opportunity Types you would like the online users to choose from. You can also right click on the Opportunity Type and click Customize to choose which custom fields you would like to display online.

    Kaitlyn Batliner

    Ungerboeck Consultant

  • Jo Parton

    We have a customer opportunity web form linked to an opportunity where an alphanumeric field is set to the maximum 255 characters. 

    Adding an opportunity in the back office restricts anything over 255 characters being added to this field - however the public facing form allows for more than 255 characters to be inputted into this field by the user.

    How do we implement a cut-off on the public facing form to match the field restriction?

    Thanks in advance

    Jo

     

  • Hi Kris/Kaitlyn,

    Firstly thanks for the response! 

    I've tested this functionality in 20.93E (2018100801), but this doesn't appear to be working correctly for me? 

    The opportunity gets updated, where I would expect a new opportunity to be created, when the web form is submitted with account details that match an existing account.

    Hope this makes sense? 

    Kind Regards

    Ash McKiernan 

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