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6 item(s) tagged by crm

Contacts Macro Postponed

Currently the Contact Macro is bindet to a Static ID or a Name. The macro could be used better if...

  • 200 views
  • crm

Add Compnay contact field to project list query

In the project list, in the options section of the query, it is necessary to add the contact comp...

  • 1 answers
  • 182 views
  • crm

[CRM plugin] Notes formatting options Planned

To whom it may concern, I would like to make a request to add additional feature to CRM plugin...

  • 165 views
  • crm

CMS plugin connecting form to Contacts in CRM plugin

It would be very useful to create a web page with the CMS plugin that includes a form to retrieve...

CRM plugin: Mandatory reason for "Closing Lost"

When a deal is lost, it is very useful to keep track of the reason.It would be very useful to h...

CRM Contacts: this contact does not belong to the company anymore

Sometimes a contact in a customer company moves to another company. After that, the new company b...

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