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  1. Philippe B. photo
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    Auto-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" :...
  1. Phil Kessler photo
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    Portal User Access to ConcourseSuite Crm 5.0.6.2 Enterprise
    From the installed ConcourseSuite CRM 5.0.6.2 Enterprise with five free user licenses, I have been able to setup a portal role...
  1. Default user photo
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    Global 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...
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    Contacts 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...
  1. Default user photo
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    Documents in Contacts
    How can we add the Documents tab related to a single Contact as with the Accounts module?
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    How I can synchronizate with LDAP?
    Hi, i need syncronization with a Directory Server how I can? Tks
  1. Default user photo
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    Can 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...
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    Check 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....
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    Merging Contacts
    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...
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    Help - 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...
29 results found