CRM Records
Adding Tags to a CRM Contact
Group Tags are a great way to organize people into searchable groups and categories. In this article, we'll discuss how to apply Group Tags to a contact's CRM record. Note - Applying Group Tags with consistent values will help ensure reliable filter ...
Deleting a CRM Contact Record
At times a user may wish to not only detach a CRM Contact from a park, but also permanently delete a contact's record from their CRM entirely. In those instances, the user can simply choose to delete the contact while viewing the CRM records within a ...
Detaching a CRM Record From a Park
When users add a CRM contact record to a park record, the contact's record is created and automatically linked to the park record. At times a user may wish to keep the contact's record within their CRM while removing the contact's association with ...
Viewing Parks Containing CRM Records
After a user adds their private CRM contact records to a park record, ParkSitesIO provides its users with the ability to display all of the parks that have related CRM records in a searchable list. In this article, we'll discuss how to view the parks ...
Adding CRM Records to a Park
When a user chooses to add a CRM Contact to a park record, they are creating a link between the CRM record and the park record. Additionally, a user can choose to add a single CRM contact record to an unlimited number of associated park records. Note ...