Here Comes Webform Integration 2

Fans of Webform CiviCRM Integration will be happy to hear that version 2 is now available for testing. And if you're not already a fan of that module, this might put you over the edge.

With version 1, you were able to:

  • Create/update a single Individual via webform
  • Log a simple activity for that contact when the form was submitted
  • Allow the user to opt-in to groups
  • Tag contacts

Version 2 take that to a whole new level, giving you the ability to:

Pushing the Envelope with CiviCase

A few months ago as our organization was just starting to use CiviCRM, Dave Greenberg recommended that we look at CiviCase as a solution for our admissions team to keep track of prospective students. As a collection of activities associated with a client, CiviCase looked like a great way to record our interactions with potential students as we made initial contact, followed up, received communication from them, sent more info, and then accepted their applications. From a DB point of view, yes, it is a nearly perfect way to store that information. But from a UI point of view, we had a long way to go before our admissions team would be able to painlessly get the data in, work with and update it once it was there, and then be able to get it back out in the form of reports. Here's what we did to make that happen (and more!):