3951350 Newbie

Hello, It is fairly simple to put an image if you use HTML forms to print Sales Orders etc.. You can simple Edit the form in Setup - Customization - Transaction Form HTML Layout Edit The form and include your IMG src HTML Tag with the src to the URL given in the File Cabinet for the images you want to use. Then go to Setup…

That is all well and good thanks, but I require to achieve this for Vendors. Is it true that just now an online form can only be created for customer and cases? I need vendors/suppliers to sign up via an online form and upload their CV. All this done externally so they don't need to login, but all I can see from this right…

Hi, Thanks for the input. The problem with what you are suggesting is that those transaction data fields that I would create for Leads to capture the information would also end up as data fields for Customer and Prospects which will mess up other processes. I have resorted to creating a Custom Record Type of 'Quote…

Thanks for the reply, where would one start with resources/tutorials on how to do this? I can imagine it shouldn't be too complicated to achieve.

Thanks for the reply guys, but I think you've misunderstood the scenario. I can easily create an online customer form (lead generation form) and get the required information to create a new lead, *but* I need to create a lead generation form that will not only create a new lead but also use some transaction data to create…