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Steps to Generate Web to Request in CentraHub CRM

Steps to Generate Web to Request in CentraHub CRM

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1. Go to settings of CentraHub CRM. Type Request in the search box on the left side of the screen.

2. From the drop-down list of Module Customization, click on Mapping Templates.

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3. On Parts Requested Mapping Templates page, click on New Mapping Template.

4. In the Parts Request Mapping Template List, do the following.

Field Specification of Request mapping template:

Template Detail Tab:

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Template Name

Enter the Template name.

Template type

Select the template type as “Web to Request a part” from the drop-down list.

Description

Enter the description for the request mapping template.

Active/Auto convert

Select the active or auto-convert depending on your requirement for converting the web to request.

Mapping Detail Tab

Mapping Detail Tab

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These are the Database Fields for creating Web-form Fields of Mapping Templates.

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Name

Enter the Request name.

Code

Enter the code for easy identification.

Location

Select the location of the Request.

Owner

Enter the owner for the Request.

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Select the field type of the Web-form Field to enable from Allow Update, Mandatory, or Hide.

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Assignment Detail:

Assigned To

From the drop-down list, select the person to whom the request is assigned.

Identify customer by using

Select the source through which customers are identified.

Email on success

Enter the email message for success.

Email on error

Enter the email message for failure.

Return Email template on success

Select the email template with a success message.

Return Email template on error

Select the email template with an error message.

Return URL

Enter the URL on the submission of the Web Form for the request.

Return on error URL

Enter the URL for the error message.

Preview:

Shows a preview of the Mapping Template.

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5. Click Finish.

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