Help & Support

Contacts Plugin: change Tel to a Link Implemented

Would be great to have the telephone numbers in the Contacts Plugin as a clickable link in form o...

crm
653 views

[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...

crm
506 views

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
428 views

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
423 views

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...

crm
403 views

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
3 views

URL Custom - Custom Field Contacts On review

Hello! I would like to suggest a new feature for custom field contacts.It would be great to ha...

2 views

CRM Plugin: Sort Deals by status using hierarchy instaead of alphabetic order

When showing Deals, the option to sort by Status uses Alphabetic order.Usually Statuses have an...

crm
2 views

CRM Data Chart On review

Update the CRM Plugin such that it allows plotting the data related to the CRM issues.This will...

1 views

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...

crm
471 views

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...

crm
1 answers
451 views

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
416 views

Query Default Contacts

It would be great if there were away to define a default query for the contacts. Examples: ...

crm
3 views

Helpdesk conversation and Notes in issue

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

3 views

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
2 views

Deal to Order interaction On review

Functionality to create new order based on existing deal and copy all items and some fields etc. ...

crm
1 views

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
453 views

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
432 views

Contacts Macro Postponed

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

crm
592 views

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
2 views
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