Jetpack crm client portal tutorial

Jetpack crm client portal tutorial. First, create a custom field in Jetpack CRM, which corresponds to the WooCommerce Checkout Add-On. Here’s a sneak peek (which might change before finalising the roll out) Database Migration. Some of its Key features include managing customer contacts, generating invoices, adding transactions, creating quotes, and sending transactional emails. 0+ of the Jetpack CRM Core, and with it comes improvements in page-load times, object read, update, and view operations, and more generally a whole bucket more awesome. e. zbs_new_customer. Select your CSV file. 5 of Client Portal Pro, you can now have Jetpack CRM automatically generate thumbnails for each of the files you upload, which makes browsing files super-easy for your client, (note, currently supports; pdf, jpg, png, gif). When a client portal user is created, you can email them a “Welcome to the Client Portal” email. Throughout the CRM, you can use placeholders, which are replaced with contact data. Jun 26, 2023 · Go to Jetpack CRM > CRM Settings > Payments. 79. Tag Transaction – the CRM transaction First, you’ll need to make sure transactions are enabled. Jetpack CRM. Click Contacts > Import. In Jetpack CRM > CRM Settings > Custom fields > Contact Custom Fields, add a custom field you’d like to collect via Gravity Forms. For example, Contacts, Quotes and Invoices would. 10 of Jetpack CRM we’ve improved international font usage throughout our PDF system. 3 onwards, though as per the WordPress recommendations, we suggest you keep your web server on a much newer version of PHP to avoid security vulnerabilities and for better performance. The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. 99% of the CRM is back end (admin pages) which are controlled in a restricted, permissions manner. This has the following benefits: Oct 14, 2022 · It is possible to remove the ‘Powered by Jetpack CRM’ footers on the CRM login page, CRM forms, CRM emails, and the Client Portal. If you’re using the Full or CRM Only menu, you can get there by going to Contacts. The Jetpack CRM form, on the other end, allows you to add an email signup form to the site. You’ll see the date range listed at the top right of the dashboard. How does the Client Portal Work? How to set up your Contact Form 7 form; Apr 11, 2023 · The WooCommerce Sync module allows you to import customers and orders from your WooCommerce store into Jetpack CRM. Mar 6, 2024 · Once logged into the Client Portal, or via easy access links, contacts can click the “Accept quote” button to accept the quote. For example, you might have canned replies to send to users when a quote is approved, when an invoice is paid, or when a transaction has occurred. Note: It’s important to use the same domain name if you’re sending from Getting Started: Installing Jetpack CRM. Click the “WooCommerce Sync” core module to enable it. 5. FAQs Feb 27, 2023 · First, make sure the client portal page is assigned in Jetpack CRM > CRM Settings > Client Portal. Check the box next to the “Create Invoices from WooCommerce Orders” setting, then scroll down and click the “Save Settings” button. To create your first invoice, go to Jetpack CRM > Invoices > Add new invoice or Invoices > Add New from the top menu on any Jetpack CRM admin page. Uninstalling Jetpack CRM is the last thing we want you to do. 0 was released on April 19 2022, disabling this behaviour is possible. Sales Dashboard. CSV Importer takes a CSV file and works through each line, adding each as a customer into your Jetpack CRM. Since Jetpack CRM is a back-end admin tool, there’s very few shortcodes that Jetpack CRM produce for use. It has a lot of functionality a lot of which is not necessary. This adds a heirachy to your CRM, letting you add a contact to a company. zeroBS_customerEmail This function returns a contacts email if passed an ID. Make sure to match the Field Type with an appropriate type based on what field you’ll use in Gravity Forms. The template will automatically add the contact’s information. It adds a ticket area to their portal and your contact. Jul 20, 2023 · Download and install the Client Password Manager extension. Click “Emails” in the “CRM Admin” column. To ensure it will sync properly, follow the guide below on setting up the custom fields. Can't find the answer you're looking for? Don't worry we're here to help! Oct 12, 2018 · Jetpack CRM supports PHP version 7. Top Menu. 3. May 3, 2022 · This is a collection of useful Jetpack CRM functions which you may find you’ll need to use in development around Jetpack CRM. 2 of Jetpack CRM, you no longer need to enter any API details manually. Shortcodes are functionality of plugins (and themes) to be able to control the output on the front-end of a website without having to input complex HTML and CSS in the ‘Text’ of the editor. This functionality is included in the paid Client Portal Pro extension. Since AIOSEO version 4. Ultimately, we build Jetpack CRM to be as backward-compatible as possible, but versions of PHP older than 7. Follow these steps for that: You can find detailed instructions for Jul 24, 2023 · Go to Jetpack CRM > CRM Settings > Mail Templates. As prompted, map the CSV columns to CRM fields (i. Alternatively, go to Contacts > View All from the top menu on any Jetpack CRM admin page. This guide will walk you through the steps of the essential database migration that comes with v3. Follow these steps to create a transaction: From the main WordPress menu in your site’s WP Admin dashboard, go to Jetpack CRM > Transactions, and click the “Add new transaction” button. Jetpack CRM takes the language settings from WordPress Settings > General as the language which it uses in the setup. Jun 26, 2023 · If a Jetpack CRM account exists with the email address you entered, an password reset email will be sent to that email address. As of v1. Click the “Your Client Portal” mail template to open it. Common Errors When Uploading Files Error: The file type that you've uploaded is not an accepted file format. May 22, 2023 · Next up, you’re ready to start importing your contacts to Jetpack CRM. In the “Live or sandbox” option, select: “Live” from the dropdown list to accept live payments; or Jun 30, 2023 · The Jetpack plugin contact form allows you to add a contact form to your site and sends you an email notification when someone submits the form. Once you’ve entered the settings, head over to the Google Contacts Menu under “Tools” Starting the Import May 3, 2022 · This article covers the action hooks that are within Jetpack CRM with information on how to use them. The top menu of the CRM Dashboard is designed to provide quick access to essential features and tools. ) Or sometimes System Emails are sent on your Jan 22, 2024 · For more information about file views in Client Portal Pro, please refer to this documentation page. 0 or above, click here to read how to connect your WooCommerce store to Jetpack CRM. Additionally, we’ve standardized the rendering of dates and financial details in these placeholders, ensuring consistency in how dates, values, and currencies are displayed in your quotes. Jetpack CRM lets you turn more leads into customers, in the simplest way possible. Add to cart. You’ll also see the quote was accepted when viewing the quote in Jetpack CRM > Quotes. com. Jun 8, 2021 · With Jetpack CRM, you can write and send quotes and proposals to a contact. Jetpack CRM is a free plugin you can access from the WordPress plugin repository. They can log in and view all their invoices from Jun 26, 2023 · The Jetpack CRM Registration Magic extension will automatically start working as soon as you’ve installed and activated it (along with the separate Registration Magic plugin). Click the “Connect another Store” button at the bottom of the page. Menu Layout Full puts all the different Jetpack CRM menu items in the WP Admin menu on the left. Migrating a full WordPress site By far the most common scenario, there are dozens of Jun 22, 2023 · After installing the Automations extension, you can view, create, and edit automations by going to Tools > Automations from the top menu on any Jetpack CRM admin page. Quotes. Jul 20, 2023 · Client Portal passwords are handled by the core Jetpack CRM plugin rather than the Client Password Manager extension. Can't find the answer you're looking for? Don't worry we're here to help! May 23, 2023 · When you upgrade to Jetpack CRM v. Show your Tickets / Reports This is useful if you want to use Awesome Supports ticketing capability. If you are running v. This hook fires when a new customer (contact) is added to your CRM, here’s an example of how to use it to add a new WordPress Aug 23, 2023 · Placeholders in Jetpack CRM. Jun 2, 2020 · Jetpack CRM runs on WordPress. Track transactions per-contact or Company. Dec 14, 2023 · Published on December 14, 2023. Jetpack CRM has awesome built-in tools to make the whole workflow easy. for Ambitious Firms. You can change any Invoicing information you want by editing it inline. Invoices. Jul 12, 2023 · Create your Transaction. Go to Jetpack CRM > Core Modules, or go to Tools > Core Modules from the top menu on any Jetpack CRM admin page. The Task Scheduler notification system will send emails as long as the following criteria are met: Notification Emails The following Oct 26, 2022 · A CRM helps you manage and grow these connections by organizing all your customer information in one place. A canned reply is convenient boilerplate language you create once, and which is used in a given system email sent to users. invoices/portal-invoice. Invoice Templates) As of v4. Invoice & get paid directly. Assuming you have it enabled, Jetpack CRM will send a “quote accepted” email to let you know the quote was accepted. Mar 8, 2024 · 3. Automation Triggers Automation Triggers are the situations that cause an Automation Action to run. $11 per month billed yearly Get Freelancer See included CRM extensions Includes 4 of our 30+ CRM extensions: Invoicing Pro Gravity Forms Sync PayPal Connect Stripe Connect Invoicing Pro Gravity Jetpack CRM is built around Contacts, with many use-as-you-need extensions, such as the Client Portal or Invoicing Pro. The “Send date” and “Send if” fields determine if Jun 26, 2023 · If you, or a plugin or theme you’re using, have made any changes or customizations to the Jetpack CRM roles, rebuilding Jetpack CRM roles will revert those changes/customizations. ensure the “first name” column in your CSV is mapped to the “first name” field in Jetpack CRM). Updated on April 11, 2023. In that email, click the Reset Link to reset your password. 2. After installing your multi-site admin should look like this: This will be very familiar to users of standard WordPress. That will allow you create new pages, which are turned into tabs, like so: Awesome Support has a list of shortcodes you can use that make building these pages simple. 5 of Client Portal Pro, you can now have Jetpack CRM automatically generate thumbnails for each of the Adding Tabs and Content to the Client Portal With the Client Portal Pro extension, you can easily add new tabs and content by adding a sub page to Jun 21, 2023 · How to enable Easy Access links. That being said I have be May 13, 2022 · Jetpack CRM is a tool that is used for customer management for WordPress Websites. Learn how to use the Mail Delivery Manager here. It is designed to be user-friendly and suitable for businesses of all sizes. 1, which includes several important updates and fixes. Go to Jetpack CRM > CRM Settings > General and review the settings in the “File Attachment Settings” section. This is usually something like: Send from name: Widget Company. The situation triggers the automation action to take place. You can add or edit transactions from within Jetpack CRM very easily, or leave that up to one of our transaction-syncing Sync Jan 12, 2024 · Our CRM Dashboard is the new central hub to your Jetpack CRM install. Enter the URL of your external WooCommerce store, and click the May 12, 2022 · The choice is yours. WordPress adds a body class to all pages with their ID as follows page-id-86579 or parent-pageid-86579 if using custom child pages as tabs. This option should “Learn” Buttons – explain each and every page in the CRM, with guides and videos! CRM Welcome Tour (Admins) Superior Settings Page; CRM Team Member management; Fancy full-screen mode; New Column added to Contacts List view: “Last Contacted” New Quick-filter added to Contacts: “Not contacted in X days” Client Portal refinements Oct 13, 2020 · Welcome to the Jetpack CRM CSV Importer Extension documentation. Jun 23, 2023 · From v 2. Click on a contact to view it, where you will now see a “Passwords” tab. On the Settings page that loads, click General on the left sidebar and look for “ WordPress Override Mode ” section. Your sender details let you set the name and email you want to appear on the ‘from’ section of your outbound emails. Add the field key for any additional fields you do not want shown in the Client Portal (e. That’s it! You’re ready to start syncing your WooCommerce data. Currently you can bill (invoice) companies or contacts respectively, but in the future we want to make this much more integrated. Jun 5, 2021 · Jetpack CRM uses this information to make one-click payments super easy with Stripe and Invoicing Pro, all made easier with Client Portal Pro. Everything is within your admin dashboard. Click the “Schedule an Email” button to create and schedule a new email. As of v5. We highly recommend trying this on a staging site first and making sure the site still functions as expected after rebuilding the Jetpack CRM roles. Jan 12, 2024 · Settings. Click the “Add Password Jetpack CRM has transactions covered. We are migrating our data over to stand-alone tables which will improve CRM performance and make same site Aug 16, 2022 · 1) Sender Details. 0. No-nonsense. Jetpack CRM has grown to have lots of refined CRM Features. This happens because when AIOSEO parses shortcodes to generate data, it causes a conflict with the Client Portal shortcode. Jun 5, 2020 · The Jetpack plugin for WordPress is a bit of a controversial plugin. Continue reading. Almost all businesses need to keep records on their clients in order to maintain a quality relationship at scale. You can see all the available placeholders by going to Jetpack CRM > System Assistant Using Custom Fonts in CRM PDFs (e. Attaching a range of files to a contact or company is hugely useful as part of your workflow. 5, we’ll detect if the legacy WooCommerce Connect extension is active. Our users often tell us that their favourites are: Unlike other WordPress CRM May 12, 2023 · Here are the global settings you can configure for your WooSync found in Jetpack CRM > CRM Settings > WooSync page: Add Shipping Address – will store the shipping address to the CRM contact’s second address fields. Aug 16, 2022 · Yes No. ‘Client Portal’ module enabled ( Jetpack CRM > Core Modules) Client Portal Pro installed and activated. We have the following actions hooks available to you in Jetpack CRM. Aug 25, 2021 · Disclaimer: this article is provided as a reference, but migrating content between servers can be significantly nuanced from host to host. Custom Fields in Jetpack CRM. Workflow and Project Management Software. Aug 27, 2020 · First up you need to head over to the Livestorm webhooks part of your account, then choose Webhooks box. Sep 22, 2020 · In this webinar, you'll learn all about Jetpack CRM: how to automatically collect leads, follow up with contacts, and even manage billing. This gets even more powerful when paired with Client Portal Pro to. Tagged: contact photo. In a nutshell, you can add multiple ‘FROM’ email addresses to send out mail from your CRM. You can also control what is shown in the dashboard by clicking the “filter” icon next to the date range. Developer Knowledge Required. Some common reasons are: If Upgrade to our Entrepreneur Bundle or higher to get access to all CRM extensions and save. Select which variant of template to use via settings (in this case via the “Invoice Portal Template” setting in Jetpack CRM Jun 26, 2023 · Adding Custom Tabs to Contact View or Company View. For example in the custom fields shown below Apr 7, 2016 · Using Jetpack for Client Sites – Updates and Improvements. Fill in the following fields for the transaction: Transaction Unique ID: This is pre-filled. WP-CRM System is a freemium CRM plugin with simple, straightforward features. We provide the software which allows you to send out emails, and we do our best to deliver widely-reliable mail sending, with the flexibility to work within the Feb 6, 2023 · Canned Replies are part of the System Email Pro extension. html) and rename it using the format invoices/portal-invoice- {new-variant-name}. Jetpack CRM works well on your main website and has been written and optimised to not slow down your main site. Important Notes: Aug 16, 2022 · To configure your CRM, you can go to Jetpack CRM > CRM Settings: Below we highlight some of the settings you'll find in the General section of CRM Settings. Your Jetpack CRM Contacts. com) it was known as ZBS CRM (Zero BS CRM). You can edit it; however, ensure it Jan 3, 2024 · How to change the contact display image setting. The first thing you want to get up and running is WordPress, particularly the WordPress multi-site variant of the popular content management system. Run your import. Firstly, you need to find the WordPress page ID of your client portal page. Aug 26, 2020 · Jetpack CRM and shortcodes. By the time you read this, Jetpack CRM will have migrated your contacts over to the new structure, expected to happen around mid April. 00 $ 5. “Davidsons Save yourself some life and get Jetpack CRM. Add a custom field with the appropriate field type. Dec 26, 2023 · The plugin is highly customizable and compatible with various WordPress themes. By default, the Sales Dashboard shows data from the last 30 days. In the “Accept Payment via” option, select “PayPal” from the dropdown list. The menu items include: Dashboard: The main landing page provides an overview of key CRM metrics (see below). Awesome Support has a bare-bones free version which you can download and try, but they also have four pricing plans: $149, $229, $289, and $409 per year. You can handle everything directly from the WordPress dashboard, which keeps things in one central location and makes managing your business simpler. Rebuild Jetpack CRM role permissions. 3 onwards, though as per the WordPress recommendations, we suggest you keep your web server Aug 4, 2023 · Users of the All in One SEO (AIOSEO) plugin may experience problems while using the Client Portal module. Make sure the file Jun 23, 2023 · Go to Jetpack CRM > CRM Settings > WooSync > Store Connections (or hover over your Gravtar (profile image) at the top right of any Jetpack CRM admin page, and go to Settings > WooSync > Store Connections). Click “Scheduled” to create and view scheduled emails. The list gives you an overview of your contacts in the CRM. Build on this contact information to enrich every touchpoint with a customer with thoughtful Jetpack CRM supports PHP version 7. Check this page instead to see how to reset passwords for the Client Password Manager extension. When someone pays you through the Client Portal – yep that’ll automatically add a transaction. 0+ of Jetpack CRM. After you’ve enabled that setting, invoices will be visible to the contact in their Client Portal. If Jetpack CRM appears in English when your site is set to a different language, it is most likely because the plugin still needs to be translated into your language. [zerobscrm_clientportal] Jetpack CRM. Jun 23, 2023 · 🙁 Oh no. Generate leads through simple forms on your website and turn them into cust Can't find the answer you're looking for? Don't worry we're here to help! Jun 28, 2023 · Once you have a CSV file, here are the steps to import: Go to the Jetpack CRM menu item in WordPress. Mar 31, 2018 · We’ve also finished initial development on improving how the Client Portal Files looks. Once you’ve found As of v1. Oct 31, 2023 · Creating your first invoice. 0 you can also add tags. Jetpack CRM Action Reference. There’s no need to hand over your data and monthly fee to 3rd Party services. If so, we’ll enable the new WooSync module and deactivate the WooConnect extension (which you can then delete). Start Your Free Trial Schedule Your Demo. This guide walks you through the dashboard. If you’re having trouble with something, you can find instructions in our knowledge base or contact us for help before uninstalling. Default Triggers New Contact New Jul 3, 2023 · To use that, go to Jetpack CRM > CRM Settings > WooSync. You can customize the time period by clicking the dates and selecting your desired date range. For now, this works as follows: Make a company, e. Updated on June 21, 2023. There’s a plethora of reasons to why Jetpack CRM role permissions might have become outdated/corrupted. 80 of Jetpack CRM, you can manage your mail delivery options. Make sure the “Generate WordPress users for new contacts” option Jul 24, 2023 · 1. Get the basics on how to track every interaction with Sep 30, 2022 · How does the Client Portal Work? How to set up your Contact Form 7 form; Cancel Subscription; Adding your first customer or contact; Jetpack CRM Dashboard Aug 26, 2020 · This guide gives the steps you need to take if you’re looking to customise the styles of the Client Portal. Updated on April 7, 2016 - Kraft. Write & send proposals from within the CRM. Go to Jetpack CRM > CRM Settings > Client Portal. Transactions. Improved: cleaned up incorrect/broken learn links; Fixed: negative and zero-balance invoices now show tax subtotals when applicable Jun 27, 2023 · The main step to start using WooSync is to enable the core module. Next, follow the WordPress guide to create . Purchase & earn 100 points ! Reach 1000 points and get a $5 discount. Keep track of every interaction — meeting notes, phone calls, SMS, email campaigns — and view your entire client history at a glance. This guide requires at least a basic understanding of PHP and WordPress development before you are able to add custom tabs via code. Jan 23, 2024 · We’ve fixed issues with quote placeholders across the quote template, client portal, PDFs, and emails, ensuring they display information correctly. Proudly powered by. Jun 13, 2023 · To create variations, follow these steps: Copy an existing template file (e. g. Aug 16, 2022 · How to change the language of the Jetpack CRM interface. Jun 26, 2023 · Schedule an Email. html. Scroll down and click the “Save Settings” button. The old settings will remain in place, and you don’t need to do anything else. Scroll down and click the “Save Settings” button, which will refresh the page with the PayPal options. UPDATE / BROKEN LINK Tags: client, crm, jetpack Brand: Jetpack CRM. To do this please follow the steps below: In WP Admin, go to Jetpack CRM > CRM Settings. For example, you could use the ##CONTACT-FNAME## placeholder to automatically insert a contact’s first name into an invoice or email. Priority support. Part Payment on an invoice? Sure, assign it, that’ll show up on the invoice. First up, you need to enter the Client ID and secret into Jetpack CRM settings. Here are other related guides on Jan 12, 2023 · While Mail Campaigns, and Jetpack CRM more generally, does it’s best to protect you (and your contacts) from spam-like activity, the ultimate responsibility lies with you, the sender. Jul 24, 2023 · Contacts: Fix bug that prevented the creation of contacts WP user for the Client Portal; Contacts: Fix Filter options not available on the main contacts listing; File Uploads: Fix bug that prevented file uploads from working in environments where the PHP finfo_open function was not available; Menu: Improved alignment for items in the menu Jul 27, 2023 · As of Jetpack CRM v. Before it was acquired by Automattic(the company that owns WordPress. Then make sure you enter the URL to your CRM with the ?zbs_listener=livestorm as the parameter on the end of the URL. When you’re finished, you’ll email the quote, and then the contact can accept it online. Our team has been working diligently to enhance the CRM’s functionality and ensure a more secure and streamlined experience for all our users. 3 can add. 00 $. The CRM Dashboard natively shows you specifically what matters to your business. Scroll down to the “Fields to hide on Portal” section, where you’ll see the status and email fields are hidden by default. We’ve made significant improvements to placeholders. Jetpack CRM allows you to manage contacts at companies from within the CRM. Jun 22, 2023 · Step 1: Install WordPress Multisite. This tells Zero BS CRM that the information is coming from livestorm and it should interpret it. Client Portal. First up here’s what you need to make sure of before you start: Jetpack CRM (core) plugin installed and activated. This means Jetpack CRX Client Portal Pro Addon. This is different from Jetpack’s contact form and does not send you an email notification when someone Dec 14, 2022 · Improved: Hardened security around CRM client portal account privileges; Improved: Hardened security against admin-side file uploading; Improved: Migration system now has multi-load-point potential. The CSV Importer is part of the Jetpack CRM Data tool kit, and with it installed you can import customers from a CSV file straight into your Jetpack CRM. Hover over your Gravatar (profile image) at the top of any Jetpack CRM admin page. 0, custom fields created in the WooCommerce Checkout Add-Ons plugin can be synced with Jetpack CRM WooSync. Edit this variant file. . Manage and grow your business with ease 14 day money back guarantee on all purchases Freelancer All the essential tools to drive your business forward. It’s super simple to choose which file view mode you want to use on your client portal. This article explains how to add your own tabs programmatically to Jetpack CRM contacts and companies. Jul 12, 2023 · You can find your Jetpack CRM contact list by going to Jetpack CRM > Contacts, or by going to Contacts > View All from the top menu on any Jetpack CRM admin page. Jan 22, 2023 · The custom plugin example in this guide is provided as-is, and support for custom code is not something we can provide. At the top right of the template, click the “Inactive” button, to switch the template from active to inactive. These are usually automatically generated when something happens (e. , hometel, addr2, etc). Since v3. This articles gives an example of how to create a custom plugin that adds extra tabs to the Portal (and how to add Jul 7, 2023 · Go to Jetpack CRM > CRM Settings > Client Portal. Tag Contact – the CRM contact will be tagged with the purchased item/product name. Aug 26, 2020 · Jetpack CRM is a full CRM which is operated from within your WordPress Admin area. It is a large plugin with lots of lines of code. This guide explains the pre-requisites for this feature, which it's worth noting, are sometimes Aug 16, 2022 · Choosing a File View Mode. You can also create reusable templates to make writing proposals even easier. Over 6,000 accountants and bookkeepers use Jetpack Workflow to better organize accounting workflows, automate recurring tasks, and easily track and monitor client work. To enable Easy Access links for your client portal, click Jetpack CRM > CRM Settings > Client Portal, then check “Allow Easy-Access Links” and save the settings. You can follow these instructions to get your Google Client ID and secret. From your site’s WP Admin dashboard, go to Jetpack CRM > Contacts to view your contacts. WP‑CRM System. The dash is customisable, but by default contains: Contact overview, Sales Funnels, and a Revenue Snapshot. It’s easy to change contact image mode, simply go to your Jetpack CRM > CRM Settings and then scroll down to ‘ Contact Image Mode ‘, from there you can select which option you’d like to use, and then hit save at the bottom of the page. Updated on January 3, 2024. Note on wp_mail sender email. Send from email: hello@widgetco. Currently, you can add any email address with an SMTP account and send emails from that address. We highly recommend making a full site backup and consulting with your WordPress developer prior to starting a migration. This extension makes your life easier by What are System Emails? System Emails is the phrase we use here to describe any email which is generated by the CRM system. If you’re creating WordPress websites for clients, Jetpack adds a number of features to your client sites without the need for a dozen different plugins — reducing the technical debt that you need to maintain, and saving you time and your clients Jun 23, 2023 · This update was included in v3. Store files linked to your Contacts. We’re excited to announce the release of Jetpack CRM 6. Jetpack CRM will automatically capture the email, first name, last name, and billing fields from the Registration Magic form, and create/update contacts with those fields. av go io lo lt rp xn yf ia pm