CRM

CRM Contacts

Contacts store individual’s contact details and other customer-specific data (including extended custom fields) that is either collected via the website, manually added via the admin, or created via external API connections.

Form Submissions (Cases)

Form Submissions store the captured data from any form submission made on your website (from a form created under ‘Content’ > ‘Forms’).

Event Bookings

Event Bookings store all registrations made to an Event item, either via the website front-end or manually allocated via the admin.

Orders

Orders store accounts of any payments made via the website and provide management for additional payments, invoices, order statuses, tracking info, the products purchased within the order and the details of the form submission used to take the order.

Advanced CRM Groups

Advanced CRM Groups allow you to extend the data fields within multiple areas of the CRM, either globally or on a per-record basis.

Member Activity Tracking

Member Activity Tracking provides a log of member actions taken on the website, such as logins and form submissions.