Update details form
From Online Business Wiki
Allowing customer to update their details
The Update Details Form allows your customers to securely update their details via a Secure Zone. To use this feature add the Secure Zones => Update Details form to any secure web page using the Module manager or Triangle. Please note that the only CRM fields that can be updated are those that are generated by the update details form using the module manager as above and you can not add additional fields to update the contact details.
After a customer successfully logs in to a Secure Zone and accesses the web page that contains this web form they will see the Update Details form pre-populated with all their personal details. Customers are able to make changes to this form and select Save to update their details in your customer database.
Pre-populating form fields
The following modules can be used to pre-populate the form:
- {module_fullname}
- {module_emailaddress}
- {module_firstname}
- {module_lastname}
- {module_title}
- {module_company}
- {module_homeaddress}
- {module_homecity}
- {module_homezip}
- {module_homestate}
- {module_homecountry}
- {module_workaddress}
- {module_workcity}
- {module_workstate}
- {module_workzip}
- {module_workcountry}
- {module_webaddress}
- {module_workphone}
- {module_workfax}
- {module_homephone}
- {module_homefax}
- {module_cellphone}
- {module_dob}
- {module_username}
- {module_password}
*{module_shippingaddress}
*{module_shippingcity}
*{module_shippingzip}
*{module_shippingstate}
*{module_shippingcountry}
*{module_billingaddress}
*{module_billingcity}
*{module_billingzip}
*{module_billingstate}
*{module_billingcountry}
NOTE: The billing address of a customer is always stored against the order (never against the entity itself).
When it comes to display the billing address via {module_billingaddress}, it’s always last billing address from the most recent order that’s displayed.
Right now there is no functionality that allows you to edit billing address. Same applies to the shipping address.
You can pre-populate the form fields using the above modules buy placing those modules inside the field values. naturally, customer needs to be logged in in order to for the system to recognise them and populate the form.
The way to do it is to go to the page the form is on and go to HTML view by clicking <> button on the bottom of the editor window. There you need to find a code for the form field, I have used a username field in this example, that will look something like this -
Username <br/> <input class="cat_textbox_small" type="text" name="Username" maxlength="255"/>
You simply have to add value="{module_username}" to that field to make this -
<input class="cat_textbox_small" type="text" name="Username" maxlength="255" value="{module_username}" />
You then need to save and publish the page.
