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Question
GeneralCRMSecure Zones
Amol Rangole
Asked a question 2 months ago

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?

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Discussion
CRM
Matt JonesSiteglide
Liquid and GraphQL Developer
Posted last year

New FAQ Article

We've added a new FAQ article for anyone who is having trouble with older Forms not adding to CRM: http://siteglide.support/en/articles/3568806-form-entries-are-submitting-to-cases-but-not-crm-faq

Emily

Liked by Emily

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Discussion
CRM
EmilySiteglide
Agency Success Team
Posted last year

ActiveCampaign Integration

Copied from Roadmap (originally created by @Urszula Richards )

I am needing to make a decision about what to recommend to a client in terms of CRM & Marketing Automation. I saw ActiveCampaign integration was scheduled I think in this... (More)

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Discussion
CRM
Martin SandersonSiteglide
Posted last year

CRM CSV Beta feedback (Helen)

I created a form that contains a Custom Field. When the form is filled out, the data appears to be gathered in the Cases tab, but not the Custom Fields tab.

Also, I noticed that I can import data for... (More)

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