RapidStart CRM – Project Mobile App The RapidStart CRM Project Management Addon includes a Mobile App for your Project users. In order for them to access the app, you will need to “Share” the Mobile App Share Mobile App For users to use the Project mobile app, it must be shared with them first. The… Read More


RapidStart CRM CSAT Addon Reading the Dashboard The RapidStart CRM CSAT Addon includes a CSAT Dashboard. (1) This displays the average ratings value by month. 1 is Poor, 2 is Average, 3 is Good and 4 is Excellent. (2) This displays the number of ratings submitted by month (3) This displays the number of Comments… Read More


RapidStart CRM CSAT Addon Modifying the CSAT Import Recurrence CSAT submissions are added to a queue. By default, they are imported into RapidStart CRM once a day. If you would like to see your new ratings and comments sooner or later, you can change the recurrence interval, by adjusting the recurrence trigger for the Flow.… Read More


RapidStart CRM CSAT Addon Active CSATs  To review active CSATs, open the RapidStart CRM Settings app, available to RapidStart CRM Power Users and System Administrators.     (1) Click on CSAT Configs in the sidebar (2) Select the CSAT Record to review On the Ratings tab, you can see the ratings results On the comments… Read More


RapidStart CRM CSAT Addon Viewing CSATs on Contact Records in Apps For raters who provided an email with their comments, the Contact forms for RapidStart CRM and the RapidStart CRM Sales-Only apps will display this information on a new tab called CSAT.… Read More


RapidStart CRM CSAT Addon Using the Security Role RapidStart CRM CSAT data is visible by default to all users with the RapidStart CRM Power User or System Administrator roles. To allow other users to see the data, go to the RapidStart Settings app and select Users in the sidebar and click on a user’s name.… Read More


RapidStart CRM CSAT Addon Adding the CSAT to your Email Signature The embed code is html and can be pasted anywhere html works. Here it has been pasted into an email. This can be done on an email itself individually, or by adding it to an email signature. Here is a link to Microsoft documentation… Read More


RapidStart CRM CSAT Addon Create a CSAT  Open the RapidStart CRM Settings app, available to RapidStart CRM Power Users and System Administrators. (1) Click on CSAT Configs in the sidebar (2) Click New (3) On the form that opens, give your CSAT a name (4) Edit the default question if you like (5) Save the… Read More


RapidStart CRM CSAT Addon Admin Overview RapidStart CRM CSAT Addon RapidStart CRM CSAT Addon is an extension to RapidStart CRM that adds a CSAT for your emails. What can you do with RapidStart CRM CSAT Addon? As a RapidStart CRM Power user, you have access to the RapidStart Settings app. You can configure your CSAT(s)… Read More


RapidStart CRM Web Contact Form Email Notifications Using Email Notifications By default, the RapidStart CRM Web Contact Form Addon sends an email notification to the form owner for each new submission. For this to function, the user’s email needs to be Enabled and Tested, if not already. Instructions for that are here. If you have a… Read More