Desktop alert for new leads?

[bounty]

Hi all

my company has implemented the integration of lead forms into our website, so once the form is populated and submitted, a new lead record is generated,

For innumerable reasons, I cannot for the life of me get the email notifications working for my user account - so I need to log in and check manually for new leads.

I've started working on building a desktop notification tool, but before I go to far, wondered whether anyone else has built such a tool to integrate with Sugar.

regards

b

[longreach]

Check out Klipfolio - http://www.sugarexchange.com/product...hp?product=473

[bounty]

Check out Klipfolio - http://www.sugarexchange.com/product...hp?product=473

thanks for the link; I took a look, but it didn't really do what I required. I found a solution using Elertz. This allows me to configure, personalise and brand an Adobe widget that sits on the desktop. Essentially it polls a web server every 30 seconds for things that it is interested in.

A bit of modification of leadcapture.php later - this now sends a custom http call to the elertz server, which in turn ends up as a little pop up in my system tray. Clicking on the pop up opens the lead directly in the widget. Very nice and exactly what I needed

Elertz is free to sign up to, I'll post the code I used later, but I would recommend this for anyone requiring alerts of Sugar events (other events such as assignment could be configured to fire alerts as well). I was even to add a button to the widget for Sugar searches.

[dtokeefe]

Hi bounty,

It is straightforward to create a custom logic hook (before or after save) that sends an email when a new Lead is created from your web site.

Even easier, if your web form posts to leadcapture.php that comes with SugarCRM, you can just modify that file to send an email. It should not require more than a handful of lines of code.

There are examples in the system code for how to send an email.

Best regards,

David

[bounty]

Hi David - thanks for the tips - we actually had the email functionality going for a while, but it had stopped working, and I could not figure out why the emails were not coming through.

Also, I wanted the leads to appear standalone - outside of email, in some kind of pop up application. It would lead to better responsiveness than if it were stuck in email.

Following on from my earlier post, I dug out the code I used to get it working - this was applied to LeadFormBase.php, as patr of the handlesave function.

   
$return_id = $focus->id;


/* note that xx, mypass, mysite and yy are supplied as part of the elertz set up process
  
 /* Elertz Notification Code */
/*define varible $updateservicecall. */
$updateservicecall = "http://www.elertz.com/new/update.aspx?webmaster_id=xx&password=mypass&notification_description=New+Lead+generated&schema_id=yyyy&sms_txt=New+Lead+generated&thumbnail=&url=";

/* urlencode the notifcation url and store it in the variable $notificationurl.*/ 
$notificationurl = "https://www.mysite.com/sugar/index.php?action=DetailView&module=Leads&record=";
$notificationurl = $notificationurl.$return_id;
$notificationurl = urlencode($notificationurl);

/*now add the nicely urlencoded url to the $updateservicecall string */
$updateservicecall = $updateservicecall.$notificationurl;

/* fire the elertz */
$handle = fopen($updateservicecall, "r");

 /* End  Elertz Notification Code */
   
 /* code continues....
   
	if (isset($_POST[$prefix.'prospect_id']) &&  !empty($_POST[$prefix.'prospect_id'])) {

[scommjudy]

thanks for the link; I took a look, but it didn't really do what I required. I found a solution using Elertz. This allows me to configure, personalise and brand an Adobe widget that sits on the desktop. Essentially it polls a web server every 30 seconds for things that it is interested in.

A bit of modification of leadcapture.php later - this now sends a custom http call to the elertz server, which in turn ends up as a little pop up in my system tray. Clicking on the pop up opens the lead directly in the widget. Very nice and exactly what I needed

Elertz is free to sign up to, I'll post the code I used later, but I would recommend this for anyone requiring alerts of Sugar events (other events such as assignment could be configured to fire alerts as well). I was even to add a button to the widget for Sugar searches.

I hope you haven't forgotten to post the code. I'm definitely interested in this.

Thank you.

[bounty]

I hope you haven't forgotten to post the code. I'm definitely interested in this.

Thank you.

Hi Judy

I have posted it above in reply #5. The code goes in to LeadFormBase.php. You will need to sign up at www.elertz.com first, and create a widget there so you have the required parameters ready.