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CRM
CRM
Users, Cases, Orders, Secure Zones and more
+1
15 articles in this collection
Written by
Matt Walter,
Matt Jones,
Ben Porter
and 1 other
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 - Custom Fields
Manage and edit custom fields within your CRM User Structure
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- CMS Form 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 Set - Import / Export
Find out how to import and export Custom Field Set Items.
Written by
Matt Walter
Updated over a week ago
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
Outputting Current User's Information using the Global Session Object
How to use Session to output details of the User currently logged in.
Written by
Ben Porter
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
CRM - Front End - Storing User's Favourite WebApp / Module Items
Users can "add" or "remove" their favourite WebApp and Module items. You can display them to the User in Lists.
Written by
Ben Porter
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
CRM - Editing a User's CRM record Front End with Custom Field Sets
All Forms allow Users to edit their details in the CRM. This includes all standard fields like "name" and Custom Field Sets.
Written by
Matt Jones
Updated over a week ago
CRM - How Users Edit their Email and Password Front End
These features allow users to change the key information that identifies them on your site.
Written by
Matt Jones
Updated over a week ago