CRM

Users, Cases, Orders, Secure Zones and more

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11 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 - Addresses

How to add Address data to a CRM User or Company

Written by Matt Walter
Updated over a week ago

CRM - Companies

How to add Companies to your CRM

Written by Matt Walter
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

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

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 yesterday