Update an existing record when data is submitted through Web Form When an existing contact/account submits a Web Form, the information being submitted can vary from the information that is there...
How to Update Unit Info Franchisor users (FR) sometimes add tenant records with a company name and later change the company name directly in the...
Release Notes July 2025 Record Title ConfigurationUsers can now configure the display title for each CRM object by selecting any desired field, enhancing clarity...
Release Notes August 2025 MU Support Easier Unit Setup – Each franchise unit now has a unique Franchise ID, with the option to link it to...