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Discuss Contact Management
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Linking Postal Code and City
Is it possible to create a database on the go of postal codes and cities? For example, I live in 2370 Arendonk. I enter it once....
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Populate the address and phone info when creating contacts
It would save a lot of re-keying if the address and phone details were used as the default values for a contact when created. Of...
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replies1,106
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Employee Personal Profile
First off my hat's off to the Dev team at Centric! This is a great Tool! Centric has helped me manage my virtual teams with...
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replies1,050
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Direct Mailing (contact detail page)
There is a way to send an email direct from the contacts detail page (Contacts > Search Results > Contact Details) without using...
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reply1,073
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Portal Access tab missing
If I navigate to a contact by going through accounts (Accounts > Search Results > Account Details > Contacts > Contact Details) at...
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reply1,165
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Private / Business Data
My proposition how to improve Employees Module is to separate business and private data (tel, mail, address, etc.). This idea is...
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replies1,053
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Converting contact activities to accounts, helpdesk tickets
Hello, I'm evaluating CentricCRM for our Web design business. I'm going through some sample scenarios, and they've brought up a...
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reply1,013
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Contact Leadsource
I can't find a field in the contact module to add the lead source for the contact. For instance if you run a advertizement that...
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replies1,045
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Task Activity Status Completed
For some reason when we are marking a task completed, it is not changing to completed it is staying at incomplete. Daryl