Customers

Adding a New Contact in Jetpack CRM Adding a new contact is simple in Jetpack CRM, all you need to...

Jetpack CRM lets you search you contacts from the “View Contacts” page This search matches any instance of the string...

The Customer Portal, (or Client Portal), creates a link between a WordPress User and your CRM Contact record OK, but...

You can bulk delete your contacts by using the bulk action checkboxes on the contacts list view: Alternatively, you can delete...

So, you have your contacts in your CRM and are looking at your contact list. This is the central area...

Here’s a quick guide on using Custom Fields in Jetpack CRM. You can access the custom field editor by clicking...

As of v2.0 we’ve started adding Quick-Filters to Jetpack CRM. v2.4+ saw us roll out list-views to all of our...

All Jetpack CRM objects use our custom List View. This means that on most of them you can select which...

This update was included in v2.70+ of the Jetpack CRM Core, and with it comes a 20x+ improvement in page-load...

Jetpack CRM lets you manage documents against your contacts through file uploads which are then attached to the record. This is...