CRM

Users, Cases, Orders, Secure Zones and more

9 articles in this collection
Written by Matt Jones and Emily Dickson

CRM - Introduction

CRM is an area within Admin where you can manage Users that sign up to your Site, or fill in Forms, creating Cases.

Written by Emily Dickson
Updated over a week ago

CRM - Import / Export

Find out how to import and export CRM Items.

Written by Emily Dickson
Updated over a week ago

Users

CRM - Users

Users include all those who have submitted a Form on your site, including those who have created a Login account.

Written by Matt Jones
Updated over a week ago

Cases

CRM- Customer Cases

A Case refers to an individual Form submission by a User- it provides a snapshot of information.

Written by Matt Jones
Updated over a week ago

Custom Field Sets

Custom Field Sets

Custom Field Sets are groups of re-usable fields you can add to Forms and eCommerce Products to help you save time and stay consistent.

Written by Matt Jones
Updated over a week ago

CRM - Displaying on the Front End of a Site

Displaying CRM Data Front End - Introduction

On a Page protected by a Secure Zone, you display a User's CRM data, allowing you to personalise content.

Written by Matt Jones
Updated over a week ago

Displaying CRM Data Front End - User Details

The user_details Layout contains the User's name, email and Custom Field Set Data. It can also be used as a container for other CRM Layouts.

Written by Matt Jones
Updated over a week ago

Displaying CRM Front End - User Secure Zones

Outputting a User's Secure Zones can help them to keep track of services they're signed up to.

Written by Matt Jones
Updated over a week ago

Displaying CRM Front End - User's Form Submissions (Cases)

Allow Users to keep track of their communication history with your Client by outputting Form Cases,

Written by Matt Jones
Updated over a week ago