How are you finding the new Custom Field Sets feature? Any issues or recommendations?
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In Siteglide Community Forum you can ask and answer questions and share your experience with others!
How are you finding the new Custom Field Sets feature? Any issues or recommendations?
In Siteglide Community Forum you can ask and answer questions and share your experience with others!
@Luke Wakefield Regarding CRM Custom Field Sets:
The custom field sets seem to work well! Here's what I've noticed:
Thanks!
@Martin Sanderson - wondering how passwords will be handled upon migration? Thanks Martin
Hey @Helen Eichel good question.
Passwords were not stored on BC in plain text format... which is what you would expect for security reasons. This does mean that you'll not be able to migrate existing passwords though.
You'd typically setup a password reset flow as part of the go-live to have users reset their passwords. This can be achieved either through a mass email "reset your password" campaign, or when they go to login next, have it trigger a password reset email to be sent to them instead, if their email exists in the CRM.