I’m trying to create a Membership-driven site for a client and have some questions related to capturing member data through an “application” form and then the ability to view and update that data through a Member Dashboard. Here is the flow…
1. The potential member fills out an application form on the site. That data gets cpatured and stored in the Companies object.
2. An email is sent to the new member to create a login.
3. Once logged in, they’re directed to a Member dashboard page where they can view/edit the information they submitted in the application.
What is the process for capturing form information into the Companies object? And then what is the process for updating that information through a differnet form?
Right now, when the application form is filled out and submitted, the contact information is captured in the Contacts object, but none of the other form fields are captured anywhere. Thanks!
You can actually add company properties to your forms. Many of the default ones you would want to update should be available, just look for the ones under “Company properties” when selecting properties to add to your forms.
If you’re creating custom company properties, you can also select “Show in forms, pop-up forms, and bots” and those properties will be available for you to add as well.
Thank you for this explanation! I do have Company properties in my application form, and I now see that these are indeed being captured in the Companies object. I just didn’t have all of those properties visible in my table view. I was thinking this was going to be more complicated. So thank you!!
As for updating that information, is it as simple as resubmitting that information in another form? Will it just simply overwrite the property values in the object when it submitted?
