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Contacts

Contacts are frontend/storefront customers, distinct from the Users who log into the CMS itself. Click a contact's name to view or manage their details, or use the Search at the to top find a specific contact.

Contacts list

Name Description
Add Contact Add a new contact.
Contacts Overview View and manage an existing contact.

See also

Add Contact

From the Contacts list, click Add Contact.

Add Form

From the Forms list, click Add Form. The fields shown depend on which Type you pick -- Contact Form happens to be what the dropdown shows first, but that's not a recommendation either way; see the note on Forms for guidance on picking one.

Contacts Overview

View and manage a specific contact. Click a contact's name from the Contacts list to open it.

Forms

A form collects information from website visitors — a newsletter signup, a contact request, an event RSVP — and stores each submission as an entry you can review later.

Modify

From the form's overview page, click Modify to update the form's settings. A Module Form's Modify panel is built on the same underlying schema as Module Overview's Modify — Grid Display, Table Schema, and API Info work identically — with two form-specific additions: Email Options and Relationships.

Organization

In your Organization, you can manage the individual users in your CMS, create groups and invite members, build custom contact lists, and configure AI Agents.

Previous Permissions
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