Author Topic: Simple website needs to allow entry/mod/tracking of status (Read 1003 times)

ferkee · August 17, 2012, 04:19:52 pm

I am having a hard time categorizing the solution I'm looking for so here it is gang:

I need to be able to set up a simple website/interface for a defense lawyer (cousin) that can allow a bond company representative (bail bondsmen) to log in and enter a defendent's information, such as name, gender, DOB, phone, warrant #, offense, dollar amount, and jail into a form. I would like for this, ultimately, to send a detailed email to the lawyer.

NOTE: Each bond company agent can only see his company's transactions - nobody else's!

The lawyer should be able to log in and see ALL active defendants and their bonds. Here he can enter a note or update the status of the bond - each transaction needs to be timestamped, even if just a note.

I really like CiviCRM (it has been a long time since I've used it though) but do I need to go so far as to use it for this situation? Would it be a simple enough install and config?

BTW, his website is essentially 4 static pages right now. I could easily start over using WordPress or Drupal, but I will be starting over.

Thank you in advance,
John

petednz · August 18, 2012, 02:26:47 pm

Hi - route i would consider that would be doable without coding would be
- create an ACL group for each Bondsmen Company
- set each Bondsmen for each Company in to the admin group for the above
- create a Drupal webform-civicrm (possibly one for each Bondsmen Company so that Contact1 gets added to the right Bondsmen Company's ACL target group)
- Bondsmen fills in webform which creates an Activity or a Case and adds Defendent in to their ACL so they have access to them
- Activity gets assigned and hence emailed to Lawyer (and or just fire the webform submission to the lawyer)

If the Bondsmen needs to see/update data they can do so via the webform without needing access to civi itself (ie you can use the 'autocomplete' of Existing Contacts to cause the form to prefill with existing info - or build a View that shows for each company their list of Defendents.

Of course the ACL means if they did they would see only their clients, but unless you use Case, would see info the Lawyer is adding too, unless the Lawyer opts to use Private Notes instead of Activities.

Pretty sure others will have cleverer solutions using ACL Hooks and the like. Depends what your coding ability is like.

Coleman Watts · August 19, 2012, 09:53:13 am

Pete's right, you can probably achieve what you want with webforms. I don't think you'll need a separate one per bondsman, but they will need to create a drupal account first.
You can probably give the lawyer what he wants to see using views.
CiviCase is a good thing to use too.

petednz · August 19, 2012, 12:22:46 pm

Coleman - i was suggesting a webform per company as the way of getting the Defendent in to the ACL Group so they get to see them. How would you achieve that - just a custom field listing the groups - or something smarter?

Coleman Watts · August 20, 2012, 11:15:02 am

Ah, yes I see the problem - Webform can't add to a variable group.
You'd need an api call on webform submission to take care of this the easy way (at least I think writing 10 lines of php is easier than creating 10 seperate webforms)

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Author Topic: Simple website needs to allow entry/mod/tracking of status (Read 1003 times)

ferkee

Simple website needs to allow entry/mod/tracking of status

petednz

Re: Simple website needs to allow entry/mod/tracking of status

Coleman Watts

Re: Simple website needs to allow entry/mod/tracking of status

petednz

Re: Simple website needs to allow entry/mod/tracking of status

Coleman Watts

Re: Simple website needs to allow entry/mod/tracking of status