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Webform to initiate a CiviCRM Case on a Wordpress/CiviCRM server

We currently run a paper-based "job tracking" system using a printed PDF form to go along with each job.

We are planning to move to use CiviCRM to keep in contact with our customers, and the "cases" feature of CiviCRM to keep track of the jobs they send us.

We have a server running Wordpress+CiviCRM, and we are testing CiviCRM doing this, but we need two webforms;

(a) A simple contact webform so that potential customers can fill it in and get their details on to the CRM (this should be pretty easy).

(b) A "Case initiation" webform, in which potential customers describe the job they need doing (this will take more time to set up).

We have a PDF form currently used for (b) that our customers currently fill-in on their PC. It is six A4 pages long. We want to replace this current PDF form with a new webform (or more likely a set of successive webforms) on our Wordpress/CiviCRM site, and we need this form to initiate the creation of a Case, so that the info that the user puts on the webform becomes part of the case.

There is a method to make such forms using CiviCRM "Profiles", but I cannot work out how to do it. Therefore this project definitely needs someone with previous CiviCRM and preferably CiviCase experience. Please apply *only* if you have previous CiviCRM (not just CRM) experience. Thanks!

I can send a copy of the current PDF form on request.

Compétences : WordPress

Voir plus : civicrm caldera forms, civicrm profiles, civicrm forms, civicrm webform, install civicrm wordpress, drupal 7 webform, civicrm documentation, webform civicrm integration tutorial, wordpress server error log, moving wordpress server service, read image server multipart request j2me, point domain name wordpress server, wordpress server configuration vps, install wordpress server, wordpress server transfert

Concernant l'employeur :
( 1 commentaire ) Newcastle, United Kingdom

N° du projet : #15806133

Décerné à :

rexzetsolutions

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200 $ USD en 4 jours
(127 Commentaires)
6.2

18 freelancers are bidding on average $172 for this job

webqueue

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277 $ USD en 5 jours
(268 Commentaires)
8.1
Chtioui86

Hi I am an expert web developer i can do your webform fast and in a professional way. No payment until i finish your work. Price and Time will depend to the full details and changes Thanks Relevant Skills and Experien Plus

315 $ USD en 5 jours
(169 Commentaires)
7.4
karimmughal1

I have many years of experience working with WordPress and writing custom PHP code as well as a background in design. WORDPRESS PLUGINS: [url removed, login to view] Relevant Skills and Experience Plus

150 $ USD en 3 jours
(132 Commentaires)
6.8
einnovention

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150 $ USD en 3 jours
(60 Commentaires)
5.6
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5.2
mamoona016

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160 $ USD en 3 jours
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5.1
Mark98998

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155 $ USD en 3 jours
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4.3
RizwanaNawaz

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3.9
imagicaworld

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3.1
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hungvotan

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infogenxpvtltd

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ankitshow9

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justdotweaks

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Shohidullahpk

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ExpertProgramerR

Hello, I am  a Certified WordPress, CRM, Civi crm, odoo, Software Development Expert. I have read and understand your project requirements and I would like to provide you Civi CRM with all features as per your requ Plus

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Mahaveer17

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