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Discuss Contact Management
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replies3,290
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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" :...
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4
replies2,246
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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...
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replies1,557
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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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2
replies1,393
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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...
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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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replies1,464
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replies1,485
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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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replies1,587
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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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2
replies1,497
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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...