Hi, i see a need to let new clients signup (in a restricted manner) on their end, instead of taking info like email, name, phone numbers, etc. over the phone.
just send them a link like https://demo.itflow.org/signup.php which would look something like this


(i edited the https://adminlte.io/themes/v3/pages/examples/register.html page in browser for this)

on the admin side, the following should be configurable:

  • all/most fields from client_add_modal.php should be available to use, to: ↲
  • hide/show or make required fields depends on which info you want to gather
  • make the signup page available or not for the public. or, create a unique URL key to only allow authorized submissions
  • make submissions - leads or actual clients
  • don't allow duplicate submissions/email addresses

i think this would come in handy in a lot of different ways too, for example:
you're hosting a boot at a business expo and you want potential clients to interact with you by filling out there info on a tablet or scanning QR code there and filling out on there own phone.

thanks for letting me share my thoughts 😉

🙏

    Would this not be covered when a contact will just email you? Then you can just grab their details and fill in the sections needed.

    Having a signup page, the risk is to have the form open and anyone can just register with real or fake accounts, which gives the tech/admin additional task to verify details and approve or not the contact.

    Personally, i don't see the need of the contact himself to register to the portal, the way this is implemented now, works just fine.

    More or less, if contact will email support@ that goes to ticketing, you already have a start of adding the contact to the system. so if you are at the expo, you can hand out business cards and future possible leads, can just email you instead.

    Alternatively, on your own website, you can create a Call back/Quote form for possible leads and that cand be set to just email the submissions to your itflow as well.

      aftechro

      aftechro the risk is to have the form open and anyone can just register with real or fake accounts, which gives the tech/admin additional task to verify details and approve or not the contact.

      Bigbug make the signup page available or not for the public. or, create a unique URL key to only allow authorized submissions

      aftechro you can hand out business cards and future possible leads, can just email you instead.

      most of the time when people take business cards they loose it or throw it away and it doesn't create any much leads, whilst when people signup, i have their email/number so I could contact them to follow up (in a respectful manner)

              This is currently achievable via the clients API. I don't think it would add much value to have to create and maintain separate forms and logic for this. Personally, I really don't want ITFlow to become a prospecting / sales tool. I knew leads would open this slippery slope..

              8 days later

              johnny the graph i provided above is just a mockup, as of now i created a PS script.
              I'm not familiar with php (as of now…) i wish i would be able to learn it 😊