Hey Guys, I had a CRM Form under the "Extend CRM Module" that was inadvertently removed. Hey Guys, I had a CRM Form under the "Extend CRM Module" named "Personal Details" that was inadvertently removed. Is there an easy way to recover that? I'm not sure it was in use anywhere but would li... 
use custom CRM fields in Marketing emails ? Hi I want to include custom fields in email marketing campaigns Tried finding a solution and saw a post from 2011 that talked about it not being possible - is it now ? If not is it coming in the develo... 
File attachments on orders I would like to build an xml file from an order and attach it to that order in the CRM. Just putting a few feelers out to see if it is worth pursuing. Does anyone know if this is possible? 
Customer Reports by orders and state Hi all, I don't think this can done, but I would have thought it a basic function of the reports system. I want a report of customers who have spent >$500 who's (delivery) address is in a particular postcode - or e... 
Synching BC's CRM data with external CRM We're considering BC for our small business. Have created a test account and spent hours on a test drive. But we haven't been able to answer one question: If we use the CRM module to gather customer data, Is there a w... 
CRM Activity Report I need a report in BC to show all the contacts in the CRM with name, contact information, company name and a list of their activity (opened email, clicked on link, etc). There is a list of the Activity in the Activity... 
update CustomerType field upon registration I have a number of different forms by which a user can create a CRM customer record. Essentially, we want to mark users as being a customer or a partner (partners get a different secure zone). Depending on... 
i have two forms. i need redirect to second form after succeed first form.how can i do that in business catalyst i have two forms. i need redirect to second form after succeed first form.how can i do that in business catalyst 
CRM - MERGE RECORDS Hello, we have one customer that has used two different emails to login the a secure zone and therefore created two customer records. How can we merge the two records into just one without losing any of the cases that... 
I want a "request for service" form I would like the form user to be able to indicate which Prior order the request relates Our E-commerce site sells furniture and as such we will have customer service claims or reports filed, all sales are made through a secure zone as are any service requests.. I would like the customer to be able to cho... 
Secure zones with multiple passwords To many of you experts out there this may be a rather dumb question but I am just trying to get the answer verified before I go back to my client with the information. I have a client that wants to have a portion of h... 
Set BC to error out if account exists When I "create an account" and enter details, IF the email is already in the system, I get NO error and NOTHING happens. Is there a way to set the system to warn a user that an account already exists to avoid ... 
How can I get SMS Text Messaging on my BC so I can send alerts to customers in the CRM? Are there any recommended Third Party services? I have a client that teaches classes. Each class has its own mailing list. In the event of a canceled class, the client would like to send out SMS Text messages. 
Creating database for MUSE website using Business Catalyst. We are building a membership site using Adobe MUSE. We are also using Business Catalyst to build the CRM customer database. We are using this as an alternative to MySQL since there is no direct connection between MySQ... 
Can you extract the CRM info in the form of an .csv file?? I'm populating the additional fields for the customers, and need to export this inform for groups of people can this be done?? -KD 
Send form data to Company data entry instead of Customer data entry I have extended my CRM and I want the fields I have added to be appended to "Companies". When I create a web form with these extended fields and embed it on my website, the input is submited but is recorded for a Comp... 
In an Export of the CRM Order list, can I get more data exported in some way? If I want to export an Order list, is there any way to actually export additional order data fields? For example, if I want the products on each order exported also, or the customer telephone number, is there anyway t... 
Subscribe Multiple Secure Zones Hi, Is it possible to subscribe multiple secure zones using a single webform : Example : Secure Zone 1 - payment is needed (when subscribed order should be generated) Secure Zone 2 : no payment required. &nb... 
Form results to Company instead of Case I need to send the results of a company info form to the company data in CRM. I have been able to do this with Customer data by appending &ECRM=1 How do I do it with Company data? Can I send the information to two... 
Is it possible to auto-populate a customers address from the CRM record? Is there any way to have a customer's address from the CRM auto-populate when manually creating an order? My client inputs many phone orders every day and despite the address already set up in their CRM records, they ... 
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