Using webforms, you can integrate your website with BrowserCRM so that forms from your website post data directly to BrowserCRM.

You can see a working example of WebForms on the BrowserCRM online demo.

Login to the demo here: http://www.browsercrm.com/content/view/97/127/

View the example contact form and KnowledgeBase WebForms here: http://www.demo.browsercrm.com/pub/

The KnowledgeBase requires a login:

user: webmaster@web.bar password: webmaster

BrowserCRM ships with a set of default WebForms, eg: Contact Us Knowledgebase Client contact view page Client job status list page

These are disabled by default, and you need to activate them.

Disclaimer: We provide this functionality as a service to licenced customers. In most cases we write custom WebForms for individual licenced clients. Using this functionality - and following the directions in this email - is something you do “at your own risk”.

-Click the Settings link. -Click 'Groups List and Module Permissions'. -Click 'Edit Module Access' for the Public group. This screen lists the modules and type of access that clients will have through the 'pub' directory. You might like to ensure that the read and write checkboxes are checked for 'Contact', and that the read check boxes are checked for 'Jobs' and 'KnowledgeBase'. Please be aware that you are now allowing any user to have access to parts of your system. You need to be sure this is what you want to do.

Browse the pub directory (note: this will log you out) e.g. http://demo.browsercrm.com/pub/

To use the 'Client contact view page' and 'Client job status list page' you will need to setup 'clients' through the 'Client Login Manager'.

- Log in to BrowserCRM - Click 'Settings' - Locate the 'Client Login Manager' row, and click 'List'. - Add a 'New' client entry (providing at least a contact, email, and password). You need to use an existing contact.

Edit the contact and make sure that either: a) The Permissions for the contact are set such that members of the 'Public' group can view the item, and that 'lock permissions' is set. (ie when editing the contact, set the View Group id to either 'Public' or '[unrestricted]').

b) Lock permissions is not set for that contact

Lock permissions means that all items linked to a contact (for most modules) have the same permissions as that contact (ie the same view, edit, owner, and admin groups).

You could add a 'Job' linked to this contact through the 'Jobs' module if you like. Make sure the view group permission for the job are either 'Public' or '[unrestricted]'.

The '_pub' user password needs to be 'public' (without the quotes). Changing this password to anything else is just a means of disabling the WebForms in the pub directory.

The '_pub' user is automatically logged in when a visitor accesses the pub directory. The '_pub' user can only log in through the 'pub' directory.

The '_pub' user is a member of the 'Public' group in BrowserCRM. By editing the module access for this group you can grant/restrict access to modules in BrowserCRM. (Click 'Settings', click 'Group access and module permissions', then 'Edit module access' fro the 'Public' group).

Standard permissions are: - write access to the Contact module (so a visitor can use the contact WebForm). - read and write access to the Jobs module. - read access to the Knowledgebase (K.Base). - write access to the Tasks module (some WebForms create Tasks).

Once you have verified that the '_pub' user can access the WebForms at: http://www.yourcompanyname.com/browsercrm/pub/ you can setup individual logins through the: Client Login Manager.

- Click 'Settings' - Click 'List' on the Client Login Manager row. - Click 'New' - Select a Contact by clicking the 'Change' link. - Enter a title (for your reference), the users email address and a password.