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  • CiviCRM Community Forums (archive) »
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  • Using CiviCRM (Moderator: Dave Greenberg) »
  • How to allow public to update their information?
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Author Topic: How to allow public to update their information?  (Read 598 times)

ldgpangeo

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How to allow public to update their information?
January 26, 2013, 06:00:29 am
We're starting up with CiviCRM and the organizations will soon want to send out an email inviting people to update their information (the imported data is pretty bad with missing addresses, names, ....).

I've figured out how to embed a link into the email to a contact that will open a form preloaded with the known information about that contact.

My question lies in the forms...   The CiviCRM modules that create public web forms are CiviContribute and CiviMembership.  Both of these create forms that require payment or membership in order to accept the user input and update the profile fields. 

Is there a means to create a public web form that permits users to update their info (name, address, ...) without requiring a donation?

I feel as though I'm missing something obvious since many organizations need to update their contact information periodically.  I would expect that CiviCRM would have a means to facilitate this without devious hacking to trick a form into being accepted.

andrewhunt

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Re: How to allow public to update their information?
January 26, 2013, 12:49:09 pm
The term for what you're looking for is using a profile in "create mode".  When you're on the administrative list of profiles, one of the options next to the profile under "more" is "Use Profile-Create Mode".  That's a link to the profile as a data collection form.

You can read all about it (and the settings for adding people to groups, custom redirects, etc.) at:
http://book.civicrm.org/user/current/the-user-interface/profiles/
You can find me at AGH Strategies.
Need help now?  Civi911 is your go-to for CiviCRM support.

ldgpangeo

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Re: How to allow public to update their information?
January 26, 2013, 01:50:19 pm

I just tested your recommendation and it appears to do exactly what I need.

Thank you for the help.

Coleman Watts

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Re: How to allow public to update their information?
January 31, 2013, 10:13:00 am
Another approach that gives you more flexibility in customizing your form (i.e. adding current employer, adjusting the layout or url, controlling access) is to use webform integration. See http://drupal.org/node/1615380
Try asking your question on the new CiviCRM help site.
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • How to allow public to update their information?

This forum was archived on 2017-11-26.