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Gravity Forms Highrise Add-on
[resolved] Job Title (5 posts)

  1. tjeull
    Member
    Posted 3 years ago #

    Zack,

    A few suggestions:

    1) Seems like the original version of this and the current do not populate the job title in highrise. It's pretty handy to have the title go in the right field instead of comments.

    Sorry if I'm missing it in the doc/code. My added code is below, and we've had it work for a while in putting job title into highrise.

    } else if ( strpos( $the_label,"title") !== false ) {
    	$label = 'sTitle';
    } else if ( strpos( $the_label,"company") !== false ) {
    			$label = 'sCompany';

    2) I had also added line breaks into comment when multiple values go into the staff_comment by adding html br/. Looks like you have a \n but I don't think this gets rendered as a new line in Highrise.

    3) The original inserted data into defined label fields, or message/question/comments into a Note. Anything else was staff_comment, which goes into HR as Background. Now it looks like staff_comment gets merged into the Note.

    We lose a bit of functionality here because Notes by default on HR insert are not visible to all HR users, whereas background is. I understand people may want all "other" data in Note so I'm fine with that, but I think it's best to have a way to insert a staff_comment with appropriately named field(s). Maybe make note the catch-all but anything labeled "background*" goes into staff_comment?

    4) Kind of annoying detail that anything with "phone" in the field name tries to go into "Phone" in HR. I think maybe better for certain named fields to match more exactly rather than strpos !=== false. Maybe this is something we'll just have to tweak if it does not bother anyone else.

    Thanks again for your work on this plugin and hope this is of some help.

    Regards,
    Ted

    http://wordpress.org/extend/plugins/gravity-forms-highrise/

  2. Zack Katz
    Member
    Plugin Author

    Posted 3 years ago #

    Hi Ted,
    Thanks for your comment - I hadn't realized this issue. I have corrected the issue in a cloned plugin, and now just need to update the field titles for Highrise. It uses Gravity Forms field types and input ID's to try to define the label first; if that fails, then the other strpos is used.

    I'll try to get the update out today.

  3. Zack Katz
    Member
    Plugin Author

    Posted 3 years ago #

    Alright - version 2.4 fixes these issues and adds support for all sorts of other great stuff (Custom Fields, anyone?). Also, update existing contacts. And moving to WP HTTP API instead of curl.

    Boy, big update! Feel free to donate ;-)

  4. tjeull
    Member
    Posted 3 years ago #

    Zack,

    Great stuff. I'm even finding that it now works with the GF Registration add-on enabled and connected to the same form, which did not work in the past. So kudos.

    Few comments/questions:
    1) In my testing so far, a field named "Comment" is not getting into HR at all, even though the contact went. Not in a note, not in background.
    2) Also so far "tags" did not get into Highrise. My hidden field is named "tags" and has a single value of a tag name which already exists in Highrise.
    3) You mentioned "update existing contacts" above - a very cool feature potentially. Do you have any info about how that is implemented?

    Again thanks for the efforts on this plugin and we'll definitely be contributing. Thx.

    Ted

  5. foresightlegal
    Member
    Posted 2 years ago #

    Zack,

    I am having the same trouble as tjeull. "Tags" do not transfer into Highrise (HR). The hidden field is named "tags" and has a single value of a tag name which already exists in HR. Help!

    Also, are you planning to allow for the creation of tasks in HR? For example, when a user submits an inquiry on an HR-enabled Gravity form, the admin can set the form to create an HR task to call the user? (This functionality is presently available on Formstack and would help to make the submission more actionable.)

    Thanks and great work! Love the plugin.

    Tom

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