Advanced Users | CRM | Contact Form

[ Moderator note: moved to Fixing WordPress. ]

Hello there,

I’m a starting web builder using wordpress. I’ve learned all by myself (and it’s not much i think) and am at a point i can’t figure out how to get something to work.
I work in a small office and we’ve been asked to create a website that holds information about costumers, can export it to excel, import again etc.

What the site supposed to be doing:

1. User can register with just email, name.
2. They should be able (but aren’t required) to give more contact information. And this is very detailed, going from nationality, day of birth, sort of income etc.. (i’m looking for something where i can create these fields on the fly.)
3. This information should be autofilled in any contact form i create on the website, and should be able to be exported into a excel cheat. Also we should be able to ‘import’ a excel cheat to change/add information about the users on the website.
4. If the users didn’t fill in the information beforehand and they are going to use a contact form, the information that is given there should be added to the users detailed info file.

For me this looks very complicated to get it to work, I do think there is something out there that does this, for forms i use Caldera Forms at this moment and i can get information from the user to be auto filled in this form, i don’t know how to use the manual filled in fields to be added to the users ‘file’.
Also i know i can export filled in forms from this plugin, but i don’t see a way to import information.

I hope someone can push me in the right direction, i have no knowledge of sql, or any other database system, php is also a hidden treasure for me.

I know basic tml and css, and can find my way in wordpress, i made several sites with this.

Thanks in advance, any help, or push in the right direction is helpfull. I am on a very low budget prefer to work with plugins provided here with no subscription requirements. If there is no other way i can consider to buy/pay for a plugin, but it should be one that does the complete trick.

• This topic was modified 7 years, 3 months ago by dragonfx.
• This topic was modified 7 years, 3 months ago by Jan Dembowski.