CRM

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

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

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 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

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

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