A CRM should have the ability to generate reports that are easily visible to the general public. Think of web pages that are generated by the CRM and can dynamically and automatically update the information being displayed without any direct manual intervention. Here is an example to consider. We have a client who operates an […]
Managing data is a challenge for even the most sophisticated business owners. As you customize your CRM and add unique data fields the number of fields can easily overwhelm your ability to keep up with them. The above is the reason that your CRM should offer several different tools that make it easier for you […]
This is a short video (12:37) tutorial on how to create basic Custom Forms. The Custom Forms module has a tremendous amount of flexibility allowing you to build simple or complex forms quickly and easily. This initial video is designed to get you up to speed quickly with the basics.