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...
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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...
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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...
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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...
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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...
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