vivmajor

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Viewing 8 posts - 1 through 8 (of 8 total)
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  • in reply to: Email- Listing of Emails to and from a Company #7137
    vivmajor
    Participant

    I logged in as a CRM Manager.
    Can’t see any Dashboard.
    Do we need to set permissions for the role CRM Manager?

    Thanks

    in reply to: Email- Listing of Emails to and from a Company #7100
    vivmajor
    Participant

    Great!
    We would like this list of emails to be displayed in the dashboard while viewing the Company.
    I hope this is how it would be, right?
    Thanks!

    in reply to: Email- Listing of Emails to and from a Company #7094
    vivmajor
    Participant

    1. Ok so let me elaborate:
    Contacts of a company ABC – Mr A ,Ms B & Mr C
    Users of CRM – User1, User2, User3
    Each of the user should be able to see all the emails sent to Mr A ,Ms B & Mr C from User1, User2, User3
    Also, Each of the user should be able to see all the emails sent by Mr A ,Ms B & Mr C to any of User1, User2, User3
    Hope it helps!
    2. I could not follow “using a separate CRM agent.”

    Thanks!

    in reply to: Create multiple contacts for a Vendor company #6724
    vivmajor
    Participant

    Oh, its ok. I just needed an update for WP ERP 🙂

    in reply to: Create multiple contacts for a Vendor company #6723
    vivmajor
    Participant

    Hi,
    I did try your suggestion. Have created multiple groups.
    But when I go to create new company only the first two groups show up.
    Although if I go to create a contact I can see all the groups in the Assign Group.
    Why this constraint?
    Thanks for your time!

    in reply to: Create multiple contacts for a Vendor company #6562
    vivmajor
    Participant

    Ok, thanks.
    Shall try your suggestion.
    Regards

    in reply to: Import Vendors from CSV #6466
    vivmajor
    Participant

    Ok, Thanks.
    What is your timeline?
    We have till about the next six months.

    Thank you.

    in reply to: Create multiple contacts for a Vendor company #6465
    vivmajor
    Participant

    Thanks for your response.
    Any thoughts on how it can be accomplished? We can do the plugin coding.
    This being a basic requirement of the NetSuite – Wp ERP migration, any help would go a long way.

    Looking forward to hear from you.

Viewing 8 posts - 1 through 8 (of 8 total)

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