Lead Capture Forms

Question

Is there a way to create a Lead Capture form through the web interface and have the form populate B1 as either lead record, vendor record or Webtools as a prospect?
So in other words I would like to have at least 3 different types of forms, 1 to do a regular Lead capture that will turn into a lead in B1, another to do the same but it should not hit B1 since it will be a prospect record, and finally another form that I could publish for prospective Vendors/Consultants can fill out so we could get their information etc.
Furthermore, can a form be popultated with custom fields from B1 etc.
Thanks,
Ray Collazo

Answer 1

This is definately possible with custom work to the API, see the SDKWebPage directory on the cd for a few ideas, or the plugins/requestblock.ascx
below is the requestblock.ascx code for 2007 version that submits to prospect, the namespaces at the top can easily be modified to support 5.9 version. And Methods could be enhanced to create accounts (which synch to b1 BP) as well.
<%@ Control Language="c#" %>
<%@ Register TagPrefix="NP" Namespace="NetPoint.WebControls" Assembly="NetPoint.WebControls" %>
<%@ Import Namespace="netpoint.classes" %>
<%@ Import Namespace="netpoint.api" %>
<%@ Import Namespace="netpoint.api.prospecting" %>
<%@ Import Namespace="netpoint.api.account" %>
<%@ Import Namespace="netpoint.api.common" %>
<%@ Import Namespace="netpoint.api.utility" %>
<%@ Import Namespace="System.Text.RegularExpressions" %>
<script language="C#" runat="server">
    NPBasePage bp;
    private bool _SubmitToProspect = true;
    public bool SubmitToProspect {
        set { _SubmitToProspect = value; }
    protected void Page_Load(object sender, System.EventArgs e) {
        bp = (NPBasePage)Page;
        if (!Page.IsPostBack) {
            NPUser u = new NPUser(bp.UserID);
            tbFirstName.Text = u.FirstName;
            tbLastName.Text = u.LastName;
            tbPhoneOffice.Text = u.DayPhone;
            tbPhoneMobile.Text = u.MobilePhone;
            tbEmail.Text = u.Email;
            //tbCompany.Text = u.AccountName;
    protected void btnSubmit_Click(object sender, System.EventArgs e) {
        // check email validity               
        if (NPValidator.IsEmail(tbEmailTo.Text)) {
            //Send The Request
            NPCommunicationLog cl = new NPCommunicationLog();
            cl.Subject = tbSubject.Text;
            cl.Email = tbEmailTo.Text;
            cl.EmailFrom = tbEmail.Text;
            cl.Message = bp.StyleSheetLink;
            cl.Message += tbBody.Text;
            cl.Message += bp.ControlToHTML(GetTable());
            cl.Incoming = false;
            cl.LogStatus = "O";
            cl.LogType = "email";
            cl.TimeStamp = DateTime.Now;
            cl.AccountID = bp.AccountID;
            cl.UserID = bp.UserID;
            cl.OwnerID = bp.UserID;
            cl.TemplateCode = "requestblock";
            cl.Save();
            //Send The Response
            NPCommunicationLog clr = new NPCommunicationLog();
            clr.Subject = tbResponseSubject.Text;
            clr.Email = tbEmail.Text;
            clr.EmailFrom = tbEmailTo.Text;
            clr.Message = tbResponseBody.Text;
            clr.Incoming = false;
            clr.LogStatus = "O";
            clr.LogType = "email";
            clr.TimeStamp = DateTime.Now;
            clr.AccountID = bp.AccountID;
            clr.UserID = bp.UserID;
            clr.OwnerID = bp.UserID;
            clr.TemplateCode = "requestblock";
            clr.Save();
            //prospect
            if (_SubmitToProspect) {
                NPProspect p = new NPProspect();
                p.FirstName = tbFirstName.Text;
                p.LastName = tbLastName.Text;
                p.CompanyName = tbCompany.Text;
                p.PhoneOffice = tbPhoneOffice.Text;
                p.PhoneMobile = tbPhoneMobile.Text;
                p.Email = tbEmail.Text;
                p.Notes = tbNotes.Text;
                p.Source = tbSource.Text;
                p.Save();
            //redirect
            if (tbRedirectPage.Text != "") {
                Response.Redirect(tbRedirectPage.Text);
            else {
                Response.Redirect("~/");
        else {
            Response.Write("<script>alert('" + errInvalidEmail.Text + "'); <" + "/" + "script>");
            return;
    private Table GetTable() {
        Table t = new Table();
        t.CellPadding = 2;
        t.CellSpacing = 0;
        t.BorderWidth = 1;
        TableRow tr1 = new TableRow();
        TableCell tc11 = new TableCell();
        TableCell tc12 = new TableCell();
        tc11.Text = ltlName.Text;
        tc11.HorizontalAlign = HorizontalAlign.Right;
        tr1.Cells.Add(tc11);
        tc12.Text = tbFirstName.Text + " " + tbLastName.Text;
        tr1.Cells.Add(tc12);
        t.Rows.Add(tr1);
        TableRow tr2 = new TableRow();
        TableCell tc21 = new TableCell();
        TableCell tc22 = new TableCell();
        tc21.Text = ltlCompany.Text;
        tc21.HorizontalAlign = HorizontalAlign.Right;
        tr2.Cells.Add(tc21);
        tc22.Text = tbCompany.Text;
        tr2.Cells.Add(tc22);
        t.Rows.Add(tr2);
        TableRow tr3 = new TableRow();
        TableCell tc31 = new TableCell();
        TableCell tc32 = new TableCell();
        tc31.Text = ltlPhoneOffice.Text;
        tc31.HorizontalAlign = HorizontalAlign.Right;
        tr3.Cells.Add(tc31);
        tc32.Text = tbPhoneOffice.Text;
        tr3.Cells.Add(tc32);
        t.Rows.Add(tr3);
        TableRow tr4 = new TableRow();
        TableCell tc41 = new TableCell();
        TableCell tc42 = new TableCell();
        tc41.Text = ltlPhoneMobile.Text;
        tc41.HorizontalAlign = HorizontalAlign.Right;
        tr4.Cells.Add(tc41);
        tc42.Text = tbPhoneMobile.Text;
        tr4.Cells.Add(tc42);
        t.Rows.Add(tr4);
        TableRow tr5 = new TableRow();
        TableCell tc51 = new TableCell();
        TableCell tc52 = new TableCell();
        tc51.Text = ltlEmail.Text;
        tc51.HorizontalAlign = HorizontalAlign.Right;
        tr5.Cells.Add(tc51);
        tc52.Text = tbEmail.Text;
        tr5.Cells.Add(tc52);
        t.Rows.Add(tr5);
        TableRow tr6 = new TableRow();
        TableCell tc61 = new TableCell();
        TableCell tc62 = new TableCell();
        tc61.Text = ltlNotes.Text;
        tc61.HorizontalAlign = HorizontalAlign.Right;
        tr6.Cells.Add(tc61);
        tc62.Text = tbNotes.Text;
        tr6.Cells.Add(tc62);
        t.Rows.Add(tr6);
        return t;
</script>
<asp:Panel ID="SubscribePanel" runat="server">
    <table class="npbody" cellspacing="0" cellpadding="2" border="0">
        <tr>
            <td>
                <asp:Literal ID="ltlName" runat="server" Text="Name"></asp:Literal></td>
            <td>
                <asp:TextBox ID="tbFirstName" runat="server" Columns="15"></asp:TextBox>
                <asp:TextBox ID="tbLastName" runat="server" Columns="25"></asp:TextBox></td>
        </tr>
        <tr>
            <td>
                <asp:Literal ID="ltlCompany" runat="server" Text="Company"></asp:Literal></td>
            <td>
                <asp:TextBox ID="tbCompany" runat="server" Columns="50"></asp:TextBox></td>
        </tr>
        <tr>
            <td>
                <asp:Literal ID="ltlPhoneOffice" runat="server" Text="Phone (Office)"></asp:Literal></td>
            <td>
                <asp:TextBox ID="tbPhoneOffice" runat="server" Columns="15"></asp:TextBox> 
                <asp:Literal ID="ltlPhoneMobile" runat="server" Text="(Mobile)"></asp:Literal>
                <asp:TextBox ID="tbPhoneMobile" runat="server" Columns="15"></asp:TextBox></td>
        </tr>
        <tr>
            <td>
                <asp:Literal ID="ltlEmail" runat="server" Text="Email"></asp:Literal></td>
            <td>
                <asp:TextBox ID="tbEmail" runat="server" Columns="50"></asp:TextBox></td>
        </tr>
        <tr>
            <td>
                <asp:Literal ID="ltlNotes" runat="server" Text="Notes"></asp:Literal></td>
            <td>
                <asp:TextBox ID="tbNotes" runat="server" Columns="40" TextMode="MultiLine" Rows="4"></asp:TextBox></td>
        </tr>
        <tr>
            <td align="center" colspan="2">
                <asp:LinkButton ID="btnSubmit" runat="server" Text="Submit" OnClick="btnSubmit_Click"></asp:LinkButton></td>
        </tr>
    </table>
</asp:Panel>
<asp:TextBox ID="tbEmailTo" runat="server" Visible="False">[email protected]</asp:TextBox>
<asp:TextBox ID="tbSubject" runat="server" Visible="False">Request From Website</asp:TextBox>
<asp:TextBox ID="tbBody" runat="server" Visible="False">Request From Website</asp:TextBox>
<asp:TextBox ID="tbResponseSubject" runat="server" Visible="False">Response Message</asp:TextBox>
<asp:TextBox ID="tbResponseBody" runat="server" Visible="False">Response Message</asp:TextBox>
<asp:TextBox ID="tbRedirectPage" runat="server" Visible="False"></asp:TextBox>
<asp:TextBox ID="tbSource" runat="server" Visible="False" Text="RequestPage"></asp:TextBox>
<asp:Literal ID="errInvalidEmail" Text="Invalid Email address" Visible="False" runat="server"></asp:Literal>