When migrating form old CRM system to iGlobe some would like their history on notes. When you create a new note and even if you choose a date before the creation date on the note it still appear with creation date. How to import history notes with correct dates.
If you use customer ID field which you will with integration to ERP or used for uniq ID purposes It would be rather smooth if the customer id number appears when you are searching:
If you go to Company and click on one contact the screen you get only shows the direct telephone no?
It should first show the mobile no which is the one the most of the contacts use today. If this is not filled out it can show the direct no. If it does not take performance and there is place in the screen it can also show both of the numbers.
What do you other guys think about this?
Let me hear your comments guys out there... more »
Looking for an easy way to get rid of the entries entered twice/duplicates
Linking with iglobecrm.
integration mellem iGlobe og e-conomic - online regnskabsprogram
When creating Custom Flag entry it could be nice if you have the possibility of creating your own values.
Today you have to save note first and then create Custom Flag entry. If we could set Custom Flag when creating note we could spare time for the user.
In the administratiuon we should have an option of setting default values on Company, Contacts SSO. Fx for Denmark Country field should be "Denmark"
Fx for e-conomic integration. I t would be great if we rom a Company in iGlobe CRM could
1. se a list of invoices
2. direct access to ecomonic budget
3. direct access to e-conomic salestatistic
4. Create an invoice from iGlobe CRM
5. Create a Company from iGlobe in e-conomic
Today in custom flag entry you can choose a earlier date in due date than start date. This should not be possible.