CRM - Getting Started
CRM is an area within Admin where you can manage Users that sign up to your Site, or fill in Forms creating Cases; and these associated Cases. Clicking into a User enables you to see when this User first registered; email addresses; ability to sen...
Custom Field Set - Import / Export
First off, navigate to your list of Custom Field Sets within Site Manager. Here choose a Custom Field Set you wish to work with. On the right-hand side above your list of items you'll see two blue buttons that say "Import" and "Export". How do y...
Custom Field Sets
Introduction Custom Field Sets are a great time-saving feature, as they allow you to create a reusable group of fields that can be added to any: Form (for saving against Case and User in the CRM) eCommerce Product In order to use Custom Field Sets...
Outputting Current User's Information using the Global Session Object
Introduction There are two main ways to access information about the currently logged in User using Liquid: Using the User Details Layout is useful if you need to output user details in a single location within a layout structure. Using the se...
Displaying CRM Data Front End - Introduction
Prerequisites You can use the following links to learn how to set up a Secure Page and the means to access it: Create a Secure Zone Create a Secure Zone Sign Up Form Add a Secure Zone to a Page Overview On a Page protected by a Secure Zone, you di...