Contact Form 7 – Post Fields vs Free Forms & CRM

Contact Form 7 is a fantastic plugin for form. The post-fields extension enables you to create image drop-down-menues, checkboxes and radio-buttons based on posts or other kinds of content (custom post types). Features of post fields beautiful drop-down-menues, checkboxes and radio buttons with post image, excerpt and meta data selection of the post type (posts, pages, attachments, custom post types) selection and limitation of categories (taxonomies) customized/individual formatting of the label configuring the value attribute pretty post hyperlinks in the message body customized sorting of the post type Display a search box on drop-down-menues limitation of the post type based on its particular status (published, draft etc.) The default value of the field can easily be selected by using $_GET or $_POST variables (see FAQ). Required Plugin Contact Form 7 by Takayuki Miyoshi – Contact Form 7 can manage multiple contact forms, plus you can customize the form and the mail contents flexibly with simple markup.

The plugin allows you to use forms connected to the powerful Worldsoft Business Suite CRM directly on your WordPress website. It is created entirely to require only the free package of the CRM. You can create forms in the CRM and insert them in any page or post. Also the forms can be inserted as widgets. There is a form builder interface that allows you to create responsive forms as you like. The settings of the form allow to redirect to a special page or use a “thank you” text that you define, insert contacts in the CRM or not, send different kinds of notification, assign different processes to happen after the form is sent. Free Forms & CRM plugin page Detailed description how to use including videos for every step Features Add fields with one click Form builder Responsive design included Notifications by email Storing data into CRM Import and export data from CRM Assigning groups to users that register using a specific form in order to be found after Form Validation Customized Confirmation Messages Redirect to a URL or create a “Thank you” page Standard Fields Custom defined Fields Shortcode works on any Post or Page Embed Multiple Forms on a Post/Page One click form duplication Use your own CSS (if you want) Multiple field layout options: arrange the fields in columns, set width of label and fields Advanced interface for responsive layouts – if necessary layouts for different devices can be created Anti spam system included Accepts all languages Accepts all styles, fonts, colors, background images and positions Processes assigned to forms Field Types Standard address fields connected to CRM Additional custom defined fields connected to CRM Basic fields: text input, radio, checkbox, text area, select box HTML field Date picker File upload Captcha Entries Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact) Registered users have access to client administration which is also included in the free package Form content is added in the database and can be submitted by email CRM Search by keyword Advanced search by any possible field Sending emails to clients using email templates Search clients by the form that was used for registration Collecting data from different forms Upload documents to clients Groups of clients SPAM Protection CSRF automatically included on every form Can use captcha (included) Security The plugin is created with the purpose of offering a very high security to your data. The plugin does not save credentials for accessing your CRM. Access to the CRM is only available when the admin is logged into your WordPress site admin page and requires the use of oAuth. The plugin gets the minimum rights necessary to be functional: only read rights and only for getting the forms from CRM. For displaying the forms, the plugin is not connecting to CRM. These security measures are in place to keep your client related data safe, even in the undesired situation that the server where you host the page is hacked. The cloud is located in redundant data centers in Zurich, Switzerland and is protected under the Swiss law, which has high restriction related to the privacy and the data protection – thus bringing you more security for your data. Developer friendly The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API. This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM, or you want to integrate it with another application, it is easy to use.