Now that our CRM project is in pretty good shape, let’s explore some of the many ways you can make use of your data. This includes printing Saved Searches, Custom Layouts, and labels, working with other apps, exporting, and more.
Posts Tagged ‘Tap Forms Projects’
Tap Forms Projects: CRM part 4 – Exporting and collaborating on your data
Thursday, July 2nd, 2020Tap Forms Projects: Build a relationship manager part 3
Tuesday, April 14th, 2020Using our CRM project, learn how to better sift through your data with features like Views, Custom Layouts, and Saved Searches.
Tap Forms Projects: Build a relationship management tool Part 2
Tuesday, February 25th, 2020Now that we’ve built our foundation for a CRM, let’s link it to a second form for storing notes, logs, and other details about your contacts.
Tap Forms Projects: Build a relationship management tool
Thursday, January 16th, 2020I’m kicking off a new series that explores how to build all kinds of projects in Tap Forms. First up: a customer relationship management tool (CRM).