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Admin

Set BuddyCRM up how you want it to work. Learn how to import mass contacts, set up external data links and add custom fields plus much, much more.
  • Webhooks – Encoding square brackets

    When writing webhooks to integrate BuddyCRM with an external system, there will sometimes be a need to utilise square brackets...
  • Audit Log

    BuddyCRM features a powerful audit log feature, to enable administrators to see the activity that has taken place on BuddyCRM....
  • URL Fields

    Web URLs power the modern internet: be it links off to websites, Google Drive or SharePoint documents, transactional pages or...
  • Workflow Templates

    Workflow templates let you customise pre-set forms for different parts of the system. They help speed up data entry by...
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