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Thread: Can customers update their profile info

  1. #1
    donwoodyard is offline Junior Member
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    Jun 2011
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    Post Can customers update their profile info

    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....

  2. #2
    sts's Avatar
    sts
    sts is offline Sugar Community Member
    Join Date
    Aug 2010
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    978

    Default Re: Can customers update their profile info

    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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