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Shawon Chowdhury
ModeratorYou can create your own template by just navigating to:
“ERP Settings -> Settings -> CRM -> Templates -> Add Templates”Thanks 🙂
August 26, 2017 at 3:55 pm in reply to: Add CRM Module "Customer" to Accounting Customer" Automatically. #9308Shawon Chowdhury
ModeratorYou are absolutely right! And yes, this feature will be available very soon.
Thanks for being with us 🙂
Shawon Chowdhury
ModeratorSorry to inform you that this feature will not be available in near future.
Thanks 🙂
Shawon Chowdhury
ModeratorImagine a scenario where two agents are adding same contacts somehow. Then?
So we think that every agent should be able to see all the contacts.Thanks and feel free to share your thoughts 🙂
Shawon Chowdhury
Moderator@MEHDI MOUSSA,
Thanks for updating me.
Going to check it and will update you within next 24 hours on it 🙂Shawon Chowdhury
Moderator@Mehdi Moussa,
Thanks for your great suggestions at first.
Actually, we do not want our clients to modify the default fields of WP ERP.
According to our description, the vision of custom filed builder is to add extra fields not to delete an existing field or change the position of it.But we really appreciate your thoughts and have noted these in the feature list for future. Will try to bring one by one in future (if our team members agree with these)
Cheers 🙂
Shawon Chowdhury
Moderator@MEHDI MOUSSA,
Could you mention me some strings? That would be grateful.
Thanks 🙂
Shawon Chowdhury
Moderator@MEHDI MOUSSA,
As these fields are default fields, so changing or removing them means making changes in the core of WP ERP.
Thanks 🙂
Shawon Chowdhury
Moderator@Calvin Seng,
Actually, we are updating the invoice section right now. That’s why this is not available till now.
Thanks 🙂
Shawon Chowdhury
ModeratorI’d like to perform a check on your site.
Please do contact at “[email protected]” for more help.Thank you 🙂
Shawon Chowdhury
ModeratorThanks for sharing it with us 🙂
Shawon Chowdhury
Moderator@Omar A,
We’ve not got any email with credentials at “[email protected]” from you. And let me assure you that this error is occurring due to WP Project Manager (Pro) and they are working on it. Hope the upcoming release of WP Project Manager will fix it.
Thanks 🙂
Shawon Chowdhury
ModeratorThen there must be something wrong with your site.
Please contact our support at “[email protected]” and so that they can check your site and find out the reason behind this.Thanks 🙂
Shawon Chowdhury
Moderator*How can I change who an employee reports to in HR Management?
=> You can change/update “reporting to” by navigating to:
HR Management -> Employees -> visit employee profile -> Job tab -> Update Job Information*Also, if I change the reporting to does that mean when a user requests a leave the reporting person will be notified as well as the HR Admin?
=> No, the person assigned as “reporting to” will not receive leave request in WP ERP right now. Only HR Manager and Admin will get the leave requests.Thanks 🙂
August 15, 2017 at 1:58 pm in reply to: Overview month selection buttons – the text is not visible #9139Shawon Chowdhury
Moderator@Bob Scott,
Are you talking about these buttons “< >” : http://prntscr.com/g8n48q
These buttons are to change the months.Thanks 🙂
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