CRM wiki macros

You can use following macros, to link contacts, companies, deals or insert notes from the contacts.

General formulas:

  • avatar+contact name - {{contact(contact_id)}} or {{contact(John Smith)}}
  • avatar - {{contact_avatar(contact_id)}}
  • contacts name - {{contact_plain(contact_id)}}
  • deal - {{deal(deal_id)}}
  • note - {{contact_note(contact_note_id)}}

Examples:

  • {{contact(1)}}
  • {{contact_avatar(1)}}
  • {{contact_plain(1)}}
  • {{deal(2)}}
  • {{contact_note(10)}}

And the results: crm-macros.png

Was this article helpful? Yes  No
70 from 136 found this helpful