Floating CMS Blog

A popular request from those of you who use our APIs is the ability to save your own custom fields when creating or updating contacts or orders. To date it's only been possible to retrieve this information. However now you can pass information for any custom CRM form and have these updated for a record in your CRM database.

We've just added support so web form inquiries can utilize the new Customer Service Ticketing framework. This means regardless of whether your inquiries are coming directly via email or customers are filling in a web form on your website, you can have a consistent process for dealing with them. To take advantage of this enhancement go to Modules->Web Forms and choose any web form. Then from the Workflow drop down box choose the relevant Customer Service Ticketing account.

This is a popular request where you can now use our reporting feature to segment and report on your customer database based on their country. This means you can now get a list of customers who's default address is in a particular country. To use this feature go to Reports->Create a Customer Report.

We've received a number of requests to allow SSL connections when using the new Customer Service Ticketing. In particular email providers such as Gmail require this. This feature has now been added. To learn more go to Admin->Customer Service Ticketing.

Now you can filter your customer cases by their source. Customer cases are normally created when someone fills in a contact us form on your website. However cases can also be created via the new customer service ticketing feature we released earlier this week. They can also be created manually by you via the Customers tab. To learn more and use this feature simply go to: Customers->Cases.