User Guide to Integrating Online Forms with Rent Manager using Aargh’s Form2CRM

Form2CRM seamlessly converts information submitted through online forms into service tickets within Rent Manager. This includes searching for, creating and assigning a service issue to a resident/unit/property, photos and documents being added as service issue history/note attachments, as well as being able to complete Rent Manager UDF fields on a service issue from form data.

For property management website forms, we highly recommend using Jotform due to its ease of use and powerful features.

Click Here To Purchase Jotform Using Our Affiliate Link. Thank you!

However, Aargh’s Form2CRM is compatible with any HTML forms on your website, regardless of their creation method. This compatibility requires you to be able to modify the “post” behaviour on the form’s [Submit] button.

Consequently, platforms like Google Forms and Microsoft Teams forms are not supported by Form2CRM. But that’s ok, as they are very limited as to their capabilities for Property Managers. For simple tasks, HTML forms are sufficient. And for more advanced needs, Jotform is an excellent choice.

Types Of Property Management Forms You Can Implement With Form2CRM

Form2CRM enables the integration of any online web or mobile form into Rent Manager.

The variety of forms you can create is only limited by your imagination and your commitment to offering residents a convenient way to submit structured and complete information to your admin team, including all necessary photos and documents.

Property management firms often use custom forms on their websites for a wide range of purposes. They can very depending on the type of property as well as the complexity of the legislation of your city and state.

These include service request forms, maintenance forms, collection information forms, pre-authorized payment bank void cheque forms, intercom, FOB, and tag registrations, strata/condo owner update forms, marina slip application forms, pet applications, parking applications, elevator reservations, special assessment payments, fine payments, renovation requests, tenant undertaking forms, amenity reservations, and much more. The possibilities are endless, limited only by the needs and creativity of the property management team.

With Form2CRM, those form submissions become service issues in Rent Manager.

Integrate Your Online Form with Rent Manager with only Two Lines Of Magic Code

With just two lines of code in your HTML form, your residents can submit information directly to Rent Manager as a service issue.

Typically, when the [Submit] button is clicked, forms send an email to a recipient. However, with Form2CRM, you simply change the form action by entering the URL of the Form2CRM server. Then, when someone clicks [Submit], the information is sent to Rent Manager directly through Aargh.

<form action="https://rent-manager.azurewebsites.net/api/Form2CRM" method="post">
        <input type="hidden" id="clientID" name="clientID" value="">

To work with whatever form platform you’re using, all you need to connect with Rent Manager is your two magic lines of code!

Ensure that the form action is set to submit to our Aargh servers on the Microsoft Azure platform. Aargh will parse the information from the form fields, look up the sender’s email address, find them in Rent Manager (including their unit and property), and map the details to a service ticket.

In the hidden input field, make sure the value is set to your Aargh ID number. This is a 32-character code, separated by four hyphens, which looks something like this: f4768d52-5101-43e2-b142-123aa81fb333. Your firm will receive a unique number when you register for Form2CRM.

<form action="https://rent-manager.azurewebsites.net/api/Form2CRM" method="post">
        <input type="hidden" id="clientID" name="clientID" value="f4768d52-5101-43e2-b142-123aa81fb333">

Scroll to the bottom of this article to see the HTML code for a Form2CRM enabled form.

Aargh’s Form2CRM works with HTML forms on your website, and any form platform that gives you access to changing the “post” behaviour on the form.

If you’re doing anything more extensive with online forms, we highly recommend Jotform. We love Jotform for Property Management! Click here to check it out.

Using Unique ID Names for Form Fields

In order for Aargh Form2CRM to know what to do with each field in the form that’s submitted, you can use “Unique Names” in fields IDs.

  <input type="text" id="email" name="email" value="" required>

By default, a submission from a resident using the form will

1. Create a service issue
2. Map all fields to the “Description” field in the service issue. Each field will show as “Field name: <Field data>”

Using “_” is replaced with a space ” “

Some platforms (like Jotform), don’t allow a space in their unique field names. Therefore, you can use an underscore “_”. If you’d like the Field Name to include spaces in the Description, just use “_” in the Field Name. For example, if you name a field “Typeofpet,” instead use “Type_of_pet” and in the description field in the service issues you will see “Type Of Pet: <field data>” Note that the letter immediately following the “_” will be automatically capitalized.

A Note On Hidden Fields

In some of the cases, you’ll want to make these fields HIDDEN. For example, if the field name is AssignToUser and the form is always handled by Doris (Rent Manager user name: dsaunders), then you can “hard code” her name in the field on the form and make it hidden. HIDDEN means that the person FILLING out the form won’t see it online, but it will be used by Aargh in the background to help create the service issue.

Form2CRM Unique Field Names

As mentioned previously, all field names will appear with their data submitted in the Description field of the Rent Manager service issue.

With the exception of … the following Form2CRM Unique Field Names.

Using these field names will help Aargh map the data to appropriate fields in the service issue. Capitalization is IMPORTANT when using these unique fields names, btw.

Unique Field Name Modifiers

Adding these to the end of a field name will alter the way Aargh Software handles the field when importing it into Rent Manager.

Sample HTML Form with Form2CRM Rent Manager Integration

Click here to download a template for an easy HTML form (text .RTF format).

Here’s a full text version of a sample form for you

<!DOCTYPE html>
<html lang="en">
<head>
        <meta charset="UTF-8">
        <meta name="viewport" content="width=device-width, initial-scale=1.0">
        <title>Contact Form</title>
        <style>
            /* Form container */
            form {
                max-width: 400px;
                margin: 0 auto;
            }
    
            /* Input fields */
            input[type="text"],
            input[type="email"],
            input[type="tel"],
            textarea,
            select {
                width: 100%;
                padding: 10px;
                margin-bottom: 10px;
                border: 1px solid #ccc;
                border-radius: 4px;
            }
    
            /* Button */
            button {
                background-color: #0074D9;
                color: #fff;
                border: none;
                padding: 10px 20px;
                border-radius: 4px;
                cursor: pointer;
            }
    
            /* Button hover effect */
            button:hover {
                background-color: #0056b3;
            }
        </style>
    

    <meta charset="UTF-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Contact Form</title>
</head>
<body>
<h1Form2CRM</h1><p>Form2CRM is a POST only function.  Here is a basic form.</p>
    <form action="https://rent-manager.azurewebsites.net/api/Form2CRM" method="post">
        <input type="hidden" id="clientID" name="clientID" value="">
        <label for="name">Name: (required)</label>
        <input type="text" id="name" name="name" required><br>

        <label for="email">Email: (required)</label>
        <input type="email" id="email" name="email" required><br>

        <label for="phone">Phone:</label>
        <input type="tel" id="phone" name="phone"><br>

        <label for="address">Address:</label>
        <input type="text" id="address" name="address"><br>

        <label for="city">City:</label>
        <input type="text" id="city" name="city"><br>

        <label for="Title">Subject: (required)</label>
        <input type="text" id="title" name="title" required><br>

        <label for="category">Category:</label>
        <select id="category" name="category">
            <option value="Property Wide">Property Wide</option>
            <option value="Maintenance">Maintenance</option>
            <option value="To do">To do</option>
        </select><br>

        <label for="description">Description:</label>
        <textarea id="description" name="description" rows="4"></textarea><br>

        <!-- Add captcha field here (e.g., reCAPTCHA) -->

        <button type="submit">Submit</button>
    </form>
</body>
</html>