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Producing an enquiry linked to a defect via the connector

  • 1.  Producing an enquiry linked to a defect via the connector

    Posted 8 days ago

    We are producing a customer website report it tool which will show the existing defects in Confirm. We are then giving customers the opportunity to 'add themselves' to the defect. We understand an enquiry and customer would need to be created in Confirm.

    We can produce the mandatory fields to push into Confirm but has any one tried this or know if this process can work via the connector?

    Thanks,



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    Confirm Support Ringway Jacobs
    Senior Technician
    Ringway Jacobs Ltd
    Chelmsford
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  • 2.  RE: Producing an enquiry linked to a defect via the connector

    Posted 2 days ago
    Hi,

    It is possible to link a new customer to an existing enquiry through the connector, and we have this working for a few web forms we have published.

    You can use the EnquiryUpdate request and add new EnquiryCustomer details.

    A defect does not have a customer, but if the enquiry is linked to the defect, the enquiry will have links to the customer(s).

    Customer updates are sent from the enquiry and not from a defect.

    If the enquiry is linked to the defect, you will not need to create a new enquiry. just update the enquiry and add new customers.

    Hope this helps.

    Regards

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    Hafezur Rahman
    Application Specialist
    Richmond and Wandsworth Councils
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  • 3.  RE: Producing an enquiry linked to a defect via the connector

    Posted 2 days ago
    Hi Hafezur,

    Thank you for your reply.

    We have the new customer / existing enquiry link working and the customer alerts but in this scenario we don't have either customer or enquiry. We are trying to find out if we can create an enquiry and the customer and link it to an existing defect using the connector.

    Thanks,


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    Confirm Support Ringway Jacobs
    Senior Technician
    Ringway Jacobs Ltd
    Chelmsford
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