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GeneralCRMSecure Zones
In my site under CRM>users i.e client secure zone, when I make an update or load a new document like pdf or image , the ... client. How we can achieve this?
EmilySiteglide
Success Team
Answered 12 days ago

Hi Amol, 

It looks like this was also queried in chat and it was suggested to create a custom code solution for this.

Thanks!

Discussion
CRM
Matt WalterSiteglide
CPO
Posted 4 months ago

CRM - Address Book - Alpha Release

We have now released CRM Addresses for Alpha testing.

Here you're able to add Address data to a CRM User, and add Address fields to a Form.

You can find Alpha documentation here (Password: Ld4kCUBu3mkqGHG8)

For this Alpha release... (More)

1 reply
Dean VizerNick Fenmor CollinsHelen Eichel

Liked by Dean Vizer and 5 others

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Discussion
CRM
Matt WalterSiteglide
CPO
Posted 5 months ago

CRM - Address Book (Developer Preview)

We're currently working on adding an Address Book to the CRM, which will enable the following task:


Addresses will be available on Forms, and they'll be able to either create new Addresses or... (More)

Martin SandersonEmilyDean Vizer

Liked by Martin Sanderson and 5 others

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Discussion
eCommerceHelp!CRM
Peter Hanley
Fitzroy IT
Posted 5 months ago

GraphQL Order Record (Model Schema) Structure / Documentation

I am attempting to import historical order data via GraphQL, using mutations. According to my research, an order record is a model schema with id: 8787. I am just wondering if you have documentation about an order record, what each... (More)

3 replies
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