I want to create a case web form so people who are not known to me can ask for support. Am i going about this the wrong way? Is the portal wrong for what I want?
If you want total strangers to deal with your CRM you might want to look into the Web-to-person feature. It basically allows for name and email input so you can collect Contacts, Leads, or Targets.
But for case handling you need some kind of login otherwise you have no way to connect the case to his owner (unless you do it all by email).
Above I wrote that you turn on the portal for “users”, but it was a mistake. You turn it on for “Contacts”.
Here’s a TL;DR explanation of some of these concepts:
Thanks for that pointer - the mud is a bit clearer!
I was hoping to give people advice/support, which then makes them a lead and hopefully become a client. It would be good for them to see the chain of communication without them having to login, however, it is not unreasonable if the person is not automatically created as a user with portal access, thus getting access to the conversation and more bits…
It looks like that SuiteCRM (and possibly many others) will not work like this out of the box, so I might have to look at a ticket system and muddle through.
What I did was use Gravity Forms on my Wordpress website to create a case web form (you can also add captcha or whatever you like in the form).
Then use the Gravity Forms Zapier Add-On (free). To connect the web form to a SuiteCRM Case.
You just need to build a “ZAP” in Zapier.com to match the fields from the Gravity Form to the SuiteCRM Case. It’s super easy. However, you need the paid version of Zapier for this. I think it’s like 10 bucks a month.
Oh yeah, the web to lead form will work just fine. The issue (at least for me) is that it doesn’t have a re-captcha mechanism and gets loaded with spam. That’s why I use Gravity Forms or Contact Form 7 in Wordpress so I get the re-captcha feature to cut down on spam.
That looks very promising. I’ll have to try to see if I can use another module besides leads. If I can get it to create a new project I may be set!! Thanks!