While you can keep all of your contacts in RW Elephant internal, some of our clients find it more useful to incorporate a CRM, (Customer Relationship Management) service.
This allows more more control and increase database for tracking and managing your customers.
With RW Elephant you can integrate the CRM Highrise.
To integrate with Highrise, navigate to the Account icon in the upper right corner of your browser window.
In the left column, click on “Contact Settings.”
Click the green “Edit” button at the top of your browser window.
Enter your Highrise URL (e.g., https://yourcompany.highrisehq.com).
Then enter your Highrise API Token.
Click the green “Save” button and your Highrise contacts will now be available within your Orders.