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General Creating Content Installing Plugins Customizing Design Typography Button Colors Customizing Upper Bar Customizing Bottom Bar Changing Templates Try the app Hiding an element Resizing, Rotating & Cropping Images Marketplace App Designs Changing Rules Understanding Workstations Mail Groups & Accounts Troubleshooting Granting Support Access Changing Logo Accessing Web App Manage Subscriptions Changing Account Info
Age Clearance Getting Started Setting Up Age Clearance
App-Banner Getting Started Setting Up Using App Banner
Apple SignIn Getting Started Integrating Apple
Article Groups Getting Started Article Groups Managing Article Groups Using Article Groups Ordering - Mobile
Audio Player Getting Started Adding to Content Sample on the Mobile Device
Audio Stream Getting Started Adding Audio Steam to Content
Categories Getting Started Creating Categories Creating Subcategories Linking Categories Creating User-targeted Content Limiting to Registered Users Only Upperbar & Bottombar Categories Google Maps Marker
Checkable Content Getting Started Adding checks
Color-Picker Getting Started Using Color Picker
Colors Getting Started Setting Color Schemes
Contact Form Getting Started Customizing Contact Forms Adding Contact Form on Content
Cookie Policy Generator Getting Started Generating Cookie Policy Adding to Sidebar
Covid Tracing Plugin Getting Started Setting Up COVID Tracing
CRM - Custom Fields Extension Getting Started Creating Custom Fields Custom Field Example Configuring Custom Fields Using Custom Fields Custom Fields on Sign-up Page
CRM - Email Extension Getting Started Sending Emails from Profiles
CRM - File Extension Getting Started Profile Attachments Adding Quick-access in Bottom Bar
CRM - Notes Extension Getting Started Adding Notes to a Profile
CRM - Tags Extension Getting Started Tagging Profiles User targeted content
Custom Form Rule Getting Started Creating Form Rules Using Form Rules
Custom Payment Rules Getting Started Creating Pay Rules Using Pay Rules
Customize Bottom Bar Getting Started Customize bottom bar Bottom Bar on Mobile
Datatrans Getting Started Integrating Datatrans Adding Datatrans Rule
DeepL Getting Started Setting Up DeepL
Delivery System Getting Started Setting Up Delivery Sys
Document Uploader & Embedder Getting Started Setting Up Doc. Uploader
E-Commerce / Shop Getting Started Setting Defaults Creating Articles How to Design Product Pages? Making Orders Receiving Orders - Workstations Receiving Orders - Admin Viewing Results & Stats Restrict Countries Enabling Loyalty Points Adding Variations and Modifiers Using Ingredients Enabling Tips Enabling Customer Ratings Setting up Upsell & Cross-sell Setting up Packages Enabling Value Added Taxes Enabling Shipment Costs More Customer Data
Epic Games OAuth Getting Started Integrating Epic
Event-System / Drop-In Getting Started Creating Event Categories Creating Events Adding to Content Making Event Bookings Receiving Event Bookings - Workstations Receiving Event Bookings - Admin Adding Variations and Modifiers Using Ingredients Enabling Loyalty Points Enabling Customer Ratings Setting up Packages Enabling Shipment Costs More Customer Data
Facebook OAuth Getting Started Integrating Facebook
Favorites Getting Started Setting Up Favorites Turning off Favorites
Formgenerator Getting Started Setting Forms Defaults Creating Forms Assigning Forms Inline Forms - App Content Form Buttons - App Content Forms in Mobile
Gallery Getting Started Using Gallery
Github OAuth Getting Started Integrating GitHub
Google Analytics Getting Started Setting Up Google Analytics
Google Maps Getting Started Adding Google Maps Using Markers with Categories Maps on Mobiles
Google OAuth Getting Started Integrating Google
Google Tag Manager Getting Started Integrating Google Tag Manager
Google Translate - By Zappter Getting Started Enabling Non-API Translation
Hotjar Getting Started Integrating Hotjar
Hubspot Chat Getting Started Integrating HubSpot Chat Customizing Chat Widget
Iframe Element Getting Started Creating Iframe
Image Zoom Getting Started Enabling Image Zooming
Ingenious QR-Codes Getting Started Creating QR-Codes Managing QR-Codes Using Your QR-Code / Link
Ingredient System Getting Started Creating Ingredients Creating Ingredient Groups Assigning Ingredients Ordering with Ingredients Viewing Results in Stats
Inline Video Getting Started Adding Inline Video
Instagram Getting Started Integrating Instagram Adding Instagram Feed
Inventory Plugin Getting Started Suppliers Warehouses Articles (or Inventory) Linking Articles to Inv. Items Inventory QR Codes Inventory Stations Adjusting Inventory Setting Up Alerts Stocks, Alerts & Pending Orders Using Inventory Stations
iOS & Android App Getting Started Preparing App Store Submission App Name App Icon App Store Title App Store Categories App Store Description Price Keywords Apple Content Ratings Google Content Ratings Screenshots Startscreen Google Feature Graphic YouTube Video Support Legal Website Before Submitting / Apple Guidelines All Set, Submit
IP-Address Limitation Getting Started Setting Default Messages Adding IP-Limit Rule
Landing Pages Getting Started Creating Landing Pages QR Code, Link & Iframe
Legal Disclosure Generator Getting Started Generating Legal Disclosure Adding to Sidebar
Link Getting Started Adding URL Links
Lottie JS Getting Started Adding Lottie Animation
Loyalty Points Getting Started Loyalty Points Defaults Overriding Loyalty Earnings Adding Loyalty Rule Tracking Points in Admin Buying with Points Viewing Available Points
Mailchimp Getting Started Integrating MailChimp Managing Subscriptions Exporting to Mailchimp
Mailerlite Getting Started Integrating MailerLite
Microsoft Azure OAuth Getting Started Integrating MS Azure
Minimum Order Value Getting Started Enabling Min. Order Value
Modifiers Getting Started Creating Modifiers Creating Modifier Groups Assigning Modifiers Ordering with Modifiers Viewing Results in Stats
Multilingual App Getting Started Adding Languages Managing Languages
Multiple Admin Users Getting Started Creating Admin Users
Opening Hours Getting Started Setting Up Opening Hours
Order Export / Fulfillment Tool Getting Started Creating Order Exports Managing exports
Paymob Getting Started Integrating Paymob Adding Paymob Rule
PayPal Getting Started Integrating Paypal Adding PayPal Rule
Payrexx Getting Started Integrating Payrexx Adding Payrexx Rule
PDF Widget Getting Started Displaying PDFs on Content
Permission Groups Getting Started Permission Groups Creating Admin-Users Linking Permission Groups to Users
Picture Marker Getting Started Using Picture Marker
Picture Getting Started Adding Images Working with Image Gallery Enhance, Resize, Crop Images
Places Getting Started Setting Defaults Creating Places Managing QR Codes Creating Events Adding Places Rule Troubleshooting Maximize Your Benefits
Privacy Policy Generator Getting Started Generating Policy Text Adding to Sidebar
Promotions & Discounts Getting Started Creating Promotions Promotion on Devices
Push-Notifications Getting Started Setting Defaults Creating Push Notifications Enabling Push in Content Enabling Push in Slides Enable Push at App Start Checking Push Status
QR-Code Scanner Getting Started Setting Up QR Code Scanner
Rating System Getting Started Setting Up Rating
Real-time Chat Getting Started Setting Up Live Chat
Recommendations Getting Started Setting Up Recommendations Recommendation on Mobile
Request System Getting Started Creating Requests Making Requests Receiving Requests - Workstations Receiving Requests - Admin Viewing Results & Statistics
Reservation & Booking System Getting Started Setting Defaults Creating a Predefined Booking Creating a Flexible Booking Notes: Restaurant Booking Apps Notes: Hourly Bookings Notes: Daily Bookings Making Bookings Receiving Bookings - Workstations Receiving Bookings - Admin Viewing Results & Stats Adding Variations and Modifiers Using Ingredients Enabling Loyalty Points Enabling Customer Ratings Setting up Packages Enabling Shipment Costs More Customer Data
Rounded Buttons Getting Started Using Rounded Buttons
RSS Feed Getting Started Setting Up RSS Feeds RSS from WordPress Sites
Search Bar Getting Started Adding Search Bar
Sendgrid Getting Started Integrating SendGrid
Shipment costs Getting Started Setting Up Defaults Setting Shipment Rules Shipment Tracking Setting Item Weight Shipment on Devices
Shopify Connector Getting Started Using Shopify Connector
Shortcuts Getting Started Creating, Editing Shortcuts
Sidebar Elements Getting Started Adding Sidebar Elements
Sidebar Getting Started Creating Sidebar Customizing Sidebar Restoring Default Sidebar
Simple Inventory Getting Started Setting Up Simple Inventory Tracking Inventory
Slider Getting Started Setting Up Sliders
SMS-Authentication Getting Started Setting Up SMS Authentication
SMTP Mailer Getting Started Setting Up SMTP Mailer
Splash Screens / Slides Getting Started Setting Up Intro Slides
Stamp-System Getting Started Setting Up Stamp Defaults Adding Stamp Rule Allow 'Full Price' with Stamps Adding Stamps - Workstations
Stores 10 Licences Getting Started Setting Up
Stores 100 Licences Getting Started Setting Up
Stores 15 Licences Getting Started Setting Up
Stores 20 Licences Getting Started Setting Up
Stores 25 Licences Getting Started Setting Up
Stores 5 Licences Getting Started Setting Up
Stores 50 Licences Getting Started Setting Up
Stores Getting Started Creating New Stores Creating Store Content Multistore Advanced Tasks
Stripe Getting Started Integrating Stripe Adding Stripe Rule
Surcharges Getting Started Setting up Surcharges
Tawk Chat Getting Started Integrating Twak Chat
Terms & Conditions Getting Started Creating Terms & Conditions Adding to Sidebar
Text in Picture Getting Started Adding Text in Picture
Text Getting Started Adding Text to Content
Tip & Gratuity Getting Started Setting Up Tips
Title Getting Started Adding Title to Content
Transfer Orders Getting Started Day-end Transfers to POS
Twilio SMS Gateway Getting Started Integrating Twilio SMS
Twint by Payrexx Getting Started Integrating TWINT Adding TWINT Rule
Twitch OAuth Getting Started Integrating Twitch
Twitch Widget Getting Started Adding Twitch Widget
Value added taxes Getting Started Defining Taxes Adding Taxes VAT Reporting
Vbout Getting Started Integrating Vbout Using Vbout
Video Getting Started Adding Video to Content
VIP Payment Rule Getting Started Setting Up VIP Pay Rule Adding VIP Pay Rule
VK OAuth Getting Started Integrating VK
Voucher System Getting Started Voucher Defaults Creating Vouchers Distributing & Managing Vouchers Using Vouchers
Wallee Getting Started Integrating Wallee Adding Wallee Rule
Web-App / Domain Getting Started Setting Up Custom Domain Domain Redirects
Whitelabel E-Mail Getting Started Setting Up Whitelabel Email
WooCommerce Connector Getting Started Using WooCommerce Connector
YesStreaming Player Getting Started Adding YesStreaming to Content
Youtube Channel Getting Started Adding YT Channel to Content
Youtube Playlist Getting Started Aggiungere una playlist YT al contenuto
Zappter CRM - My Customers Getting Started Managing CRM Profiles Other CRM Plugins
ZIP-Code Limitation Getting Started Setting Up Zip Code Limitations Adding Zip Code Rule
Documentation

CRM - File Extension

Overview

Documentation CRM - File Extension

About the plugin

Attach documents, identity docs, marketing collaterals, sales quotes, orders, invoices, or anything that your organization standardizes to customer profiles with descriptive titles.

Marketplace

Table of contents

Getting Started
Profile Attachments
Adding Quick-access in Bottom Bar