FAQ: CRM
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Yes, you can. You can add the fields that you need using "custom fields" and you can create as many as you need.
When you create a custom field you can choose if you want to include it on the sign-up form.
Go to CRM > Custom Fields.
If the side menu is not visible, click .
In the side menu, click CRM, then below Shortcuts, click Custom Fields.
Click Add custom field.
Complete the required fields (see the table below for a description of each custom field option).
Click Save.
You can also customize forms by going to Settings -> Website -> Forms
In addition to the default fields that can be included directly from the graphic editor when you add a new template, the following fields are also available:
{fullname}
{salutation}
{accessPincode}
{keyFobNumber}
{cardNumber}
To edit email templates that are automatically sent from your Nexudus Spaces account, you can go to Settings > Notifications > Templates > Open template files. Once here you can edit the templates for all the languages in use at your location.
Yes, you can automatically generate internet access tokens and include them in the event confirmation emails. Tokens are valid from 1 hour before the event starts up to an hour after the event ends.
No, at the moment you cannot separate custom fields for members or teams.
