Discuss Contact Management
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viewsAuto-completion for a creation of a contact from an account file
Hello, When selecting an account, then selecting contact (on the right of the screen) then selecting "create a new contact" :...
viewsPortal User Access to ConcourseSuite Crm 18.104.22.168 Enterprise
From the installed ConcourseSuite CRM 22.214.171.124 Enterprise with five free user licenses, I have been able to setup a portal role...
viewsGlobal edit of contact records
Hi I have to change two things in each contact entry I have imported into "contacts". 1) Change all contacts to "public" from...
viewsContacts not showing in the 'Contacts' tab
It is very strange, I can search for contacts and I will find and retrieve the ones that I have entered, however they are not...
viewsDocuments in Contacts
How can we add the Documents tab related to a single Contact as with the Accounts module?
viewsHow I can synchronizate with LDAP?
Hi, i need syncronization with a Directory Server how I can? Tks
viewsCan contact update its own data?
We need it for one company that would be using Concursive for organization of events (conferences etc...). The most sane way I...
viewsCheck for existing contact when adding new
It would be helpful to have Concourse check if the contact/account is already existing, by a set number of unique parameters (e.g....
Is there any way to merge two contacts? This is a very common problem in CRM systems and mot have something but I cannot find...
viewsHelp - How do received messages get populated for a contact?
I want to track email communications between me and my customers. It looks like the place for this is the messages tab under the...