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Discuss Account Management
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replies1,054
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Bug on document and account's document management
The download and view document action, modify the project_files table, updating the downloads and modified field of that table....
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6
replies982
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Changing Account owner?
How do I do this, I have imported accounts for our Sales guys, but they want to own them??? Also is it possible to assign a...
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replies1,084
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where is the Site lookup in 5.0.x ?
I don't see the Site lookup definition in the admin>Modules>Account>list Lookup as in 4.1. Where is this Site feature in the new...
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reply1,064
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Adding an existing contact to an account
When I am editing an account and adding contacts I don't seem to be able to select existing ones. Is this true or am I missing...
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reply1,155
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Account Owners
We have a flat team structure using Centric CRM (i.e. no-one reports to anyone) but we want to allocate ownership to accounts and...
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replies1,102
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Patch for relationships bug
Hi everyone, I'm using [a modded version of] ConcourseSuite 5 community. I noticed that if I want to add a relationship in an...
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Error in Account search?
Hello all, I'm using Community Edition 5.0. When I use the Accounts Search page, I'm getting incorrect results. For example, no...
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replies890
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Custom Folder Creation Issue
Hi everybody!! I just installed CentricCRM 4.1 from Subversion, and i deploy it in one server, but when i create a Custom Folder...
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replies945
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How to Merge Accounts,Lead,Contact,Opportunity
Hi All, When i use Centric CRM, i meet one issue recently. i find there are some repeated account, leads,Contacts and...
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replies887
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Assigning Account Owner
Hello, I am trying to assign some of my account ownerships in Centric to other users of the system. For some reason, not all users...