Hello everyone,
Based on what I have read in here, I may be one of the few people on the messageboard who aren't super experienced with coding. I am learning bit by bit, though.
I'm posting here because I'm trying to get a handle on the different tasks associated with the CRM field. For example, I have read the articles on searchRecords task for the CRM, but there are still gaps based on the examples that they give. In the example, it's already predefining specific data that you know will be looked up, for example, a specific e-mail address. But what about cases in which you want a customer to go a search form that has an e-mail field and a search button. In building the page, you don't know all possible e-mails that will be entered. Ideally, they search their e-mail address and the following page pulls up pre-populated fields with data pulled from that customer's record in the CRM. To me, the searchRecords help page doesn't fully address this.
Can someone give me any insight? What am I missing in terms of how to make this happen?
Xavier