sync schedules with a mobile phone calendar?

Front Page Forums CRM sync schedules with a mobile phone calendar?

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    • #6954
      matray
      Participant

      Hi,

      Is there or will there be any possibilities to sync the schedule with any mobile phone calendar?

      Thanks a lot,

      Jonathan Matray

    • #6969
      Shawon Chowdhury
      Moderator

      @matray,
      Thanks for writing.
      Yes, we have a plan to add sync system in WP ERP in future. But we will start digging it once we are done with updating the core of WP ERP.

      Till then cheers 🙂

    • #7016
      [email protected]
      Participant

      Hi all,

      This is an extremely important feature as well as tasks. I get around this by e-mailing the tasks to my Outlook and I have an Outlook rule that copies the tasks to my task folder, which kinds of work, but not as well as I would like. Can I create a notification e-mail for meetings that I could use with Outlook rules as well?
      I have a few suggestions and this may be the incorrect place to post them. If so, my apologies. Further apologies if the functionality I mention below already exists.
      1. Task List
      Task list – We need a task list that can be marked as completed, etc.
      2. Contact by customer
      We also need a column on contact list to show which customer that contact belongs to and the ability to sort and group on the company.
      3. Once in contact view, I would need to go to the company from that view.

    • #7028
      Shawon Chowdhury
      Moderator

      @powerrange.co.za,

      We have task list, email notification in CRM already 🙂
      You can learn more here https://wperp.com/docs/crm/contacts-management/
      Your listed point no 2 & 3 are not available right now in this way in WP ERP. Will surely discuss these features with the team and try to include them if they like these.

      Thanks 🙂

    • #7125
      [email protected]
      Participant

      Hi Shawon,

      Thank you for the reply. You have a great product with great potential.

      The task list I am talking about is only not task notifications. It is rather a task list that I can work with similar to the Outlook task list. Without this task list I find it very difficult to find outstanding tasks. I imagine that this task list would have features similar to Outlook but with extra features such as as task importance, etc.

    • #7141
      Shawon Chowdhury
      Moderator

      @powerrange.co.za,
      Thanks for your such great suggestion. Have noted your points and will surely try to implement these features in future updates.

      Cheers !

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