Hello,
is it possible to have a field on an entity where users enter a key and an associated value which can later be used in a pdf template...
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Entity Field with key and value for user to enter
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Calls Filter Not Applying to Contacts Report?
Hello,
I'm trying to achieve a simple report result: Contacts that a given sales person has NOT yet called at all, along with other filter...3 Photos
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Account Detail view: All Opted-Out Phone Numbers in Contacts List Get Crossed-Out
Sometimes our Inside Sales team will mark Contacts at an Account as 'No Longer There' as it's necessary to track who we've had past relationships/rapport...1 Photo
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List & Kanban View Grouping
The easiest way to explain this is in reference to the feature in Odoo, Taigo v6 and similar.
Similar to Sorting, it would be very helpful...
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Export of joined entities
Hi
I have the need to export a combination of data between Accounts and contacts.
How can i achieve this ?
I have seen that is...
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Tab List with Leads by Status
Hello everyone,
I'm trying to add shortcuts for my team on the left menu.
What I basically want is to be able to access directly the different...