Help & Support

14 item(s) tagged by 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
  • 450 views
  • crm

Helpdesk conversation and Notes in issue

Each issue has 4 tabs - History, Notes, Property Changes, Support DiscussionThe History tab con...

CRM Ability to disable google maps links or use an alternative provider for address lookup

When using the Google Maps link for a contact address, name data and more is included in the URL....

CRM Plugin. Notes editing

When you need to edit an existing note that belongs to a Deal, it requires you to add again the d...

CRM plugin: Notes default creation

When notes are added to a deal, it is required to use the "Advanced" button to define the origin ...

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...

  • 428 views
  • crm

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...

  • 403 views
  • crm

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 ...

  • 453 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...

  • 432 views
  • crm

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...

  • 416 views
  • crm

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...

  • 471 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...

  • 423 views
  • crm

Contacts Macro Postponed

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

  • 592 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...

  • 503 views
  • crm
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