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10 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...

  • 222 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
  • 192 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...

  • 177 views
  • crm

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...

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 - Saved queries saving the List Style in Deals

The Deals view allows to save queries as many other views / pages.It would be great to include ...

CRM plugin - Ability to configure the default display columns if Table selected

The CRM plugin allows to set what is the default List Style when you first open the Deals view. T...

CRM plugin - Deals export including notes

I have tried to export deals as a CSV file. I have found that the CSV includes a very limited amo...

CRM plugin - adding tags to multiple contacts as a bulk operation

Adding tags to contacts is a very useful feature.Sometimes that same tag applies to several con...

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