How to use PHP to develop the sales reservation function of SuiteCRM

How to use PHP to develop the sales reservation function of SuiteCRM

Introduction:
SuiteCRM is an open source CRM (customer relationship management) system with powerful functions and flexible customization. One of the important features is sales appointment, which helps the sales team efficiently schedule and manage customer appointment information. This article will introduce how to use PHP to develop the sales appointment function of SuiteCRM and provide code samples for reference.

Step 1: Create a database table
Create a new table in the SuiteCRM database to store reservation information. The table can contain the following fields: ID (automatically generated appointment ID), name, contact information, appointment time, remarks, etc. The following is an example MySQL database table creation code:

CREATE TABLE appointments(

id INT PRIMARY KEY AUTO_INCREMENT,
name VARCHAR(255),
contact VARCHAR(255),
appointment_time DATETIME,
notes TEXT

);

Step 2: Create an appointment form
Add in the CRM system A form for entering the customer's reservation information. This form should contain input fields that correspond to the fields in the database table so that the user can easily fill in the appointment information. Here is a simple HTML form example:

<label for="name">姓名：</label>
<input type="text" name="name" required><br>

<label for="contact">联系方式：</label>
<input type="text" name="contact" required><br>

<label for="appointment_time">预约时间：</label>
<input type="datetime-local" name="appointment_time" required><br>

<label for="notes">备注：</label>
<textarea name="notes"></textarea><br>

<input type="submit" value="提交预约">

Step 3: Save the appointment information
Create a PHP file named save_appointment.php to process the submitted appointment information and save it to the database. The following is a simple code example:

$servername = "Database server name";
$username = "Username";
$password = "Password" ;
$dbname = "database name";

$name = $_POST['name'];
$contact = $_POST['contact'];
$appointment_time = $ _POST['appointment_time'];
$notes = $_POST['notes'];

$conn = new mysqli($servername, $username, $password, $dbname);

if ($conn->connect_error) {

die("数据库连接失败：" . $conn->connect_error);

}

$sql = "INSERT INTO appointments (name, contact, appointment_time, notes)

    VALUES ('$name', '$contact', '$appointment_time', '$notes')";

if ($conn->query($sql) === TRUE) {

echo "预约创建成功";

} else {

echo "预约创建失败：" . $conn->error;

}

$conn->close();
?>

Step 4: Display appointment information
Create a PHP file named view_appointments.php to display the saved appointment information. The following is a simple code example:

$servername = "Database server name";
$username = "Username";
$password = "Password";
$dbname = "Database name";

$conn = new mysqli($servername, $username, $password, $dbname);

if ($conn->connect_error) {

die("数据库连接失败：" . $conn->connect_error);

}

$sql = "SELECT * FROM appointments";
$result = $conn->query($sql);

if ($result->num_rows > ; 0) {

while($row = $result->fetch_assoc()) {
    echo "预约ID：" . $row["id"]. "<br>姓名：" . $row["name"]. "<br>联系方式：" . $row["contact"]. "<br>预约时间：" . $row["appointment_time"]. "<br>备注：" . $row["notes"]. "<br><br>";
}

} else {

echo "没有找到预约记录";

}

$conn->close();
?>

Conclusion :
Using PHP to develop SuiteCRM’s sales appointment function can help the sales team better organize and manage customer appointment information. By creating database tables, forms, and saving and displaying appointment information, the team's work efficiency can be improved and better customer service can be provided. The above is a simple example that can be customized and extended according to actual needs. I hope this article will help you understand how to use PHP to develop the sales appointment function of SuiteCRM.

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