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’
Using our CRM project, learn how to better sift through your data with features like Views, Custom Layouts, and Saved Searches.
Now 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.
I’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).