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  • Profiles submitted by logged in users for new contacts + accounts
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Author Topic: Profiles submitted by logged in users for new contacts + accounts  (Read 1035 times)

libkuman

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Profiles submitted by logged in users for new contacts + accounts
August 23, 2013, 04:32:26 pm
I was wondering if there is a way to create a Profile for adding new Contacts that staff for our client organization can use while logged in with their own Drupal Account. The kicker is we'd also like to have a new Drupal Account created for the contact when the staff fill out the profile. 

I remember there was a way to have staff people fill out an Event Registration form on behalf of somebody else that would create a new contact rather than apply it to the current logged in user, but can't seem to find a way to do it with a Profile used on its own. Even if we can't have the account creation part work it would be nice to use the Profile to create new Contacts while logged in. Is this something we should be using the CiviCRM Webform Integration to accomplish? Saw a thing saying its possible here:

http://wiki.civicrm.org/confluence/display/CRMDOC40/Webform+Integration

but did not see anything on the official documentation on how to do this for the Civicrm Webform Integration module.

Thanks,
Mark Libkuman

FrTommy

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Re: Profiles submitted by logged in users for new contacts + accounts
August 23, 2013, 09:27:52 pm
CiviCRM Webform is the way to go on this. Civi won't do this by itself but with webform you can set up the form to do all that.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Profiles submitted by logged in users for new contacts + accounts

This forum was archived on 2017-11-26.