Related Articles

  • Contacts
    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
    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.
  • CRMContacts
    This component fetches CRM Record data to use on the front-end via Liquid.
  • CRMCustomGroup
    This component fetches Advanced CRM Group data attached to CRM Records, Cases, Orders or Event Bookings.

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