Skip to main content

CRM
CRM
17 followers
1 question
9 posts

Do you have questions about CRM?

Log in to ask questions about CRM publicly or anonymously.

Discussion
CRM

Populate Email Marketing with Webapp items

My client previously used BC email marketing where he would categorise several webApp items which would populate the email to broadcast to his list. Has anyone figured out a way to do this with Siteglide and Mailchimp (or some other... (More)

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

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)

Discussion
CRM

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)