There are two pieces of functionality I am looking for with Secure Zones.
A list of all previous form submissions that a member has made, like we used to have with BC. This isn’t listed as a component within Secure Zones.
The ability to setup a search form to find members by their name or ID and list their membership information. In BC you had the option to view all members data.
Has anyone been able to make either of these pieces of functionality work?
Hi @SiroccoDigital
For 1) we have the cases component (listed under the CRM in the Toolbox). To show the logged in user their cases you can use the currentMemberOnly parameter. Or to filter by a particular member use filterBy: "MemberId".
Docs: https://docs.treepl.co/component-types/cases
For 2) currently, we only have the CRMContacts component (https://docs.treepl.co/component-types/crm_contacts) but all records would need to have the GDRP checkbox ticked and it doesn’t output membership details.
OK that’s great to get confirmation @Adam.Wilson. So for item 2), does it allow for displaying advanced CRM data? I could potentially populate the membership data in here and then display it. Is that possible?
That’s a possible workaround.
You’d need to use the CRMContactCustomGroup component for Advanced CRM Group data:
https://docs.treepl.co/component-types/crm_contact_custom_group
So you’d have to make a seperate call to this component for each customer record you loop through… so it could get a bit heavy performance wise.
@Adam.Wilson do you think we would be able to search by an Advanced CRM field in this scenario? It’s one thing to be able to list the data but we would need to be able to search by name and the membership ID and I don’t know if this is doable.
@SiroccoDigital I don’t think server-side search is possible for Advance CRM Group data since you need to retrieve this via individual contact lookups.
I would instead explore using a front-end search method once you have rendered all the required data from the CRM.
Probably into a searchable/filterable table format using something like DataTables (https://datatables.net/).
This may even make for a nicer UI/UX than the standard module search.
@Adam.Wilson that sounds like a good idea to list all data and then just have a search function at the top. If you think that could work I will look into it further.
@SiroccoDigital yeah, I think that should work ok.
But like I mentioned above, if there are a lot of records it’s probably going to get quite slow to load initially.
I’m not sure if this helps but I used the “notes” field in the CRM to hold the membership ID. That way I can call it and display it on the members login page.
I also used the cases component to show member activity on their login page and then used custom modules to have them update their details.
@doodlefish thanks for the feedback. That is certainly an option to use thank you.