May 8, 2017 at 6:56 pm #6954matrayParticipant
Is there or will there be any possibilities to sync the schedule with any mobile phone calendar?
Thanks a lot,
May 9, 2017 at 7:58 am #6969
May 10, 2017 at 6:31 pm #7016[email protected]Participant
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.
May 11, 2017 at 9:50 am #7028
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.
May 16, 2017 at 4:25 pm #7125[email protected]Participant
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.
May 17, 2017 at 9:04 am #7141
Thanks for your such great suggestion. Have noted your points and will surely try to implement these features in future updates.
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