CRM

Users, Cases, Orders, Secure Zones and more

4 articles in this collection
Written by Matt Walter and Matt Jones

CRM Import

Release notes for CRM Import

Written by Matt Walter
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- 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