Request for Forms Pro
I made a form for making invoices. What I would like is that I (only as an admin) can prefill fields with data from Fluent CRM, such as name, adres, (if there is) clientnumber and that the generated PDF is saved within the contact in CRM when send..
Ashim Isn't it possible to pre-populate form fields with FCRM data?
Nazir Himel Yes, this is possible! To see or check these pre-filled data contacts need to be a wp user.
Ashim Please help him and let's create a documentation for this on our website too Rasel Ahamed bhai
Nazir Himel Sure bhai,
Hello Angelo van der Klift, Please open a support ticket[https://wpmanageninja.com/support-tickets/] and we'll assist you.
This would be helpful if we can auto fill the data from CRM to forms...
Ashim will take a look at that. I know there is a Dynamic field, but that one thas not contain the CRM data, only Wordpress User data. What I would like is to select a contact, and with that prefill fields from the data of the contact.
Nazir Himel Sure vai
Hi, we just published the documentation: https://fluentcrm.com/docs/auto-fill-fluent-forms-fields-with-fluentcrm-data/
That's the best we can do at this moment however, Tanbir Ahmod bhai will look into this and see if it's possible to extend this functionality. :)