CRM

Users, Cases, Orders, Secure Zones and more

7 articles in this collection
Written by Matt Jones

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 - Overview

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 this week

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