Is there a module or way I can send an email asking customers / contacts to review and update their profile information: Name, Address, email, phone numbers, etc....
Is there a module or way I can send an email asking customers / contacts to review and update their profile information: Name, Address, email, phone numbers, etc....
Such a customer self service portal is included in SugarCRM Enterprise and Ultimate editions.
For other editions you could do something like this:
- create a script that offers a HTML page with input fields to change personal data
- using REST/SOAP interface you could fill that fields with data from Sugar and store the new values from the fields in Sugar
- to inform the users that they should use this page you could send a campaign email including a link to that script
Maybe there is a solution available in SugarForge. I didn't check.
Stefan Ulrich Sauer
System Analyst
Devoteam Danet GmbH
Gutenbergstraße 10
D-64331 Weiterstadt
Germany
email: Stefan-Ulrich.Sauer@devoteam.com
http://www.devoteam.de
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