Is there a way to let people choose some of their tags in Email Preferences the same way as the Lists ?

Also, I saw that the primary field that can be modified are not show in the Link Manage Email preferences in email footer as it is in the shortcode. Is there a way to do so ?

Curious if there is an option/plugin to enable click-to-call function from contact profile page?

Click-to-call integrated with a Customer Relationship Management (CRM) system allows sales and support teams to initiate outbound phone calls by clicking on a contact's phone number directly within the CRM interface, eliminating the need for manual dialing.

There several software options that have soft dial pads but not sure if compatible with FluentCRM.

Any suggestions/feedback/tips please?

I have to say that this is one of the BEST (and apparently obvious and simplest) features you've added to FCRM.

So, this post is just to say THANK YOU, Shahjahan Jewel and team 👏🏼👏🏼👏🏼

Hi, I'm relatively new to FluentCRM and would appreciate some assistance. We have a Woocommerce integration and I'm trying to setup automations based on customer orders and the products they buy or categories they order from. However, none of our product categories are listed in automations and in products only a few are, and we have over a thousand.

Please can you advise me on why I'm not seeing our products or categories in FluentCRM and how I can resolve this. Thanks.

I would like to put the shipping tracking link, number and provider in an email sequence to our customers. We are currently using the plugin WooCommerce Shipment Tracking

However, these dynamic variables are not available inside of the Fluent CRM Merge Codes / Smart Codes.

do you have any advice or recommendations for dynamically fetching these from somewhere? 

Please let me know your feedback. 

Hi all,

I'm a new user and slowly getting my head around migrating a complex ActiveCampaign data structure with LOADS of custom fields for both Contacts and Companies.

In the Contact and Company record views there is an option to have a custom Tab - but so far I can't work out how to put custom fields on that tab. This is especially needed in Company view as the column with custom fields is quite narrow, so I anticipate scrolling for ages to see everything.

Is there a way of adding custom fields to custom tabs for contacts and companies already? If not, has anyone explored developing a custom plugin to do this job?

Many thanks in advance,

Israel.

What does Subscription Status "Spammed" mean? It's not described in the docs.

Does it mean they tried to subscribe as hackers do, with a bad email address (this is my case), or that they complained that my emails are spam?

I just want to use fluentcrm where fluentcommunity is installed... and I want to move the plugin's data to another website. Is there an easy way?

Hi everyone,

I’m currently integrating Fluent Forms with FluentCRM and noticed that only the Primary Company field can be mapped in the connection. I’m wondering about the other fields under Company—is there any way to include those as well right now? Or if not, is this something that might be available in a future update?

Appreciate any guidance or workarounds you can share!

Another user here trying to break free from HubSpot. Here's an issue we are trying to overcome with the migration:

In HubSpot, when you import from a raw csv file, you have the option of connecting a Contact record with a Company record. I see no way to do this in FCRM currently. Am I missing something? It looks like the import process is separate for each entity type and the fields are not available across entities.

Any suggestions?