Contacts store individual’s contact details and other customer-specific data (including extended custom fields) that is either collected via the website, manually added via the admin, or created via external API connections.
- Custom Reports
Custom reports can be used to bring CRM data together, as a spreadsheet, based on your requirements.
- Form Submissions
Form Submissions store the captured data from any form submission made on your website (from a form created under ‘Content’ > ‘Forms’).
- Event Bookings
Event Bookings store all registrations made to an Event item, either via the website front-end or manually allocated via the admin.
Orders store accounts of any payments made via the website and provide management for additional payments, invoices, order statuses, tracking info, the products purchased within the order and the details of the form submission used to take the order.
- Advanced CRM Groups
Advanced CRM Groups allow you to extend the data fields within multiple areas of the CRM, either globally or on a per-record basis.
This component fetches CRM Record data to use on the front-end via Liquid.
This component fetches Advanced CRM Group data attached to CRM Records, Cases, Orders or Event Bookings.
There are currently no external resources available.
Please let us know if you have any other contributions or know of any helpful resources you'd like to see added here.
We are always happy to help with any questions you may have.
Visit the Treepl Forum for community support and to search previously asked questions or send us a message at firstname.lastname@example.org and we will consult you as soon as possible.