We’ve recently added new feature to our document designer, which allows to create new records in VTiger. It’s very similar to how our update functionality works (If you are familiar). The idea is that user will create a document/form that can be sent to a customer or any other email or even placed online i.e your website and when the form gets filled out – the record will get automatically created in VTiger. It’s similar to webform functionality, however it’s more powerful that that, because it supports all standard and custom modules as well as links back new record to parent record e.g organization (if configured/sent properly).

Simple Example: create custom form and place it on your website for new signups (lead/contact information will flow directly into VTiger).

Advanced Example: create custom form that you can send to your customers for tickets/support requests, data gathering. The form can be created for any custom module e.g “Orders”. You can generate a link for individual customers (each customer in VTiger can have unique formid) and once the customer fills the form out (once or multiple times) – it will create new records in VTiger and associate/link those new records to an existing customer record. In order to associate new record to existing customer,  you either have to send the form from vtiger (to that customer) OR obtain the link as if you were sending the form to the customer. See screenshot #3.

Screenshots below were used for simple “Contact Signup Form”.

Enable Form Details

Obtain the link (or email to the customer)

Sample Form

For any questions – please shoot us an email at help@vtexperts.com

Thanks