Contents / CRM / Adjusting profile fields

Setting rules for fields

APRO CRM allows logical and mathematical associations among profile fields.

For instance, you can get automatic pricing for one square meter depending on the apartment cost and its net area. You can also set the system to send an external request and deliver city district and subway station any time a city and a street address are entered into the CRM.

Go to Main menu — Settings — CRM — Objects and select the type of objects (for example, "Commercial property"), then click upper tab "Rules of associating fields data"

The rules syntax is either JS or PHP.

 

Creating a JS rule

JS rules are effective in the browser and serve to associate fields:

1 — list of fields' IDs;
2 — handler function; 
3 — the field to fill the data in.

 

Creating a PHP rule

PHP rules are effective on the server, including data import/export:

1 — the field in contact profile to be filled/edited in order to trigger the rule; 
2 — list of fields' IDs;
3 — handler function.

Sample syntax of a PHP rule:

function($req)
{
if ($req["field1506"] == "yes") //field type: text, numeral, single choice
{
$req["field1618"] = $req["field728"];
$req["field1629"] = ""; }
if (array_search("yes", $req["field1507"])!== false) //field type: multiple choice, return array
{
$req["field1618"] = "12345678";
} return $req;
}


You may also be interested in: Import/export of APRO CRM data

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system