CRM Customer area

[glutke]

Hi folks,

A few questions...

1/ I'm building the CRM DB and wondering how it is setup so that the Customer can view his/her details and change them.

2/ I have created a from for a project with information of date , time, purpose, and a few other fields - is it possible that the customer registers first then logs in  enters the details submits and the details are captured in the CRM?

Thanks

Gary

[Matt_Baracz]

Hi Gary,

This is entirely possible. Firstly you will need to create a Secure Zone that your customer can log into. Once you have done this, insert the 'Update Customer Details' form on a page. This allows the customer to log into the secure zone and update their own information. Further details on this can be found here: http://docs.businesscatalyst.com/user-manual#!/CRM/Customers/advanced-contact-options!edit_details

Your second question is also possible. You can achieve this by simply creating a standard web form that you place behind a secure zone.

Cheers.