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Discuss Contact Management
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replies1,081
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Remove Canceled Activities
I made a wrong scheduled activity, so I canceled it (no delete found). Now I can see it under Canceled Activities. I don't need...
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Lead Converstion to Contact Does Not Work (Concourse 1.11) !!!
Concourse 1.11 The functions to convert a lead to an account, and convert a lead to a contact, do not work.
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Non-User Page
Not sure it belongs here. I am wondering if how to create user not using any license so that they can use help desk function....
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replies1,028
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Timesheet module?
I noticed the centriccrm home page has a Timesheet link, but I can't find that module in the actual deployment (4.0). Are you...
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4
replies1,071
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Contacts Portal User - Multiple Accounts
Is there a way to attach a contact to multiple accounts? We have a customer that is a franchise with multiple locations. We setup...
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3
replies1,098
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Customisation of some of the fields of the CRM
Is there a way to customise some of the fields to what the customer wants? i would really want to add some necessary fields and...
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Follow up activities reminder
Hi, When creating follow-up activities, there is an option to assign the follow-up activity to somebody else. However, when a...
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replies1,038
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Hierarchy Controlled Access to folders
I would like to store quota information (target, forecast, actual) information in a folder under the employe record. I would also...
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replies980
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Pending Activities
Hi, First of all, much kudos to you guys for making what looks like one of the nicest CRM packages i've come across. I'm in the...
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replies979
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Error updating contacts and activating campaigns
When I try to update a contact record, I get the following error message: "This record could not be updated because someone else...