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Discussion
GeneralCRM

Is there a workaround for email field being mandatory

I have a client whose database I want to import, but over half her clients do not have an email. More have their mobile number.

Is there some kind of workaround for this field not being mandatory?
I have a... (More)

Discussion
CRM
Matt JonesSiteglide
Liquid and GraphQL Developer

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

Discussion
GeneralCRM

Should deleting a contact remove all associated cases?

I had a suggestion that deleting a contact should remove all cases associated with that contact.

I'm deleting a whole lot of spam and have to delete both the cases and the dud contacts.

Discussion
CRM

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)