CRM

Users, Cases, Orders, Secure Zones and more

Matt Jones avatar Ben Porter avatar Emily Dickson avatar
12 articles in this collection
Written by Matt Jones, Ben Porter, and Emily Dickson
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.
Matt Jones avatar
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.
Matt Jones avatar
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.
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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.
Ben Porter avatar
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,
Matt Jones avatar
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.
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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.
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Written by Matt Jones
Updated over a week ago