WORK[etc] Web App Blog

New Web Forms - *UPDATE: Now Live

01
Oct
Posted by Daniel Barnett Sat, 1 Oct '11 @ 7:04 PM
**Update - Now Live**

We are close (as in this coming week) to making available the new web forms tool for WORKetc.

Web forms are a critical part of WORKetc, enabling a link between your web site, getting information into WORKetc and then using that information to automatically create a sales lead, a support case, a new contact or capture information and view in a report.

What's Changed?

A lot of the changes we've implimented have come directly from the feature suggestion forum.  In summary:
  • Forms now give you the option of disabling customer look up (requiring your customer to log into your form) and disabling auto-update of customer records
  • Re-arranging questions on your form is now a simple matter of dragging and dropping each individual element
  • Javascript can now be used to insert the form in your web site
  • Documents can now be uploaded via a web form
  • And a whole lot of other suggestions

Previews

Here are some previews - click the image to view full size image with notes.

New Web Forms - Click to Zoom

New Web Forms - Click to Zoom

New Web Forms - Click to Zoom

I'll update this post when we push it through to beta release; 90% likely before the end of the week.

Where to now...

In order to complete and roll out the new Sales & CRM modules, we needed to complete 3 core modules:
  • Lightning fast search - completed!
  • Web Forms - 99% completed!
  • Roles, Permissions & Groups - 50% completed
So this means we can really push on with the new sales and CRM modules including customizable table display, sales workflows (including drip email marketing), new sales leads views and better management of sales leads.

Were also a good way into the Outlook Plugin.  This basically works the same way as our Gmail Plugin, but inside of Outlook.  I'll post some screen shots shortly.  

And we're about to knock off the Xero integration and Quicken integration with development due to start October 10th and completed inside of 3 - 4 weeks.

Customer Support / Product Specialists

I'm hiring more customer support people, preferably in the East Coast of USA timezone.  Email me (daniel at worketc) if you're interested - I do have a preference for hiring existing WORKetc users!

10 Comments

  • Jaas Tuesday 4, October 2011 7:14 AM

    i look forward to this as it is very important for my business

  • Joe Tuesday 4, October 2011 4:10 PM

    Me too, I'm about to launch my new site and would love to start fresh with this rather than using my old crm form. Please send out an email letting us know when it's ready.

  • oscar david ramirez Wednesday 5, October 2011 2:12 PM

    Great! Perfect to feedback after and before give some product or service.

  • Donna Grindle Tuesday 11, October 2011 5:03 PM

    Any news on this? We are holding off on updates to our site on this, as well. Certainly don't want to do it twice.

  • Dan @ WORKetc Wednesday 12, October 2011 11:58 PM

    Hi Donna - First thing Wednesday USA morning. I've asked the guys to email you directly.

  • Daniel Callaghan Sunday 16, October 2011 1:16 AM

    Can you make it so the form doesn't show the user being logged in with out specially coding css for it

  • Dan @ WORKetc Monday 17, October 2011 12:14 AM

    Hi Daniel - please send to customer support for help

  • Mike Wednesday 19, October 2011 9:54 PM

    I am not able to get this to in IE9. I just get a "Please Wait" box. It works great both the stock version and custom CSS in Firefox and Safari.

  • Dan @ WORKetc Thursday 20, October 2011 4:23 AM

    Mike - send to customer support. We can't manage support over the blog; completely ineffecient!

  • Lisa Monday 7, November 2011 1:07 AM

    I just hope whoever wirets these keeps writing more!

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