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Discuss Account Management
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Invoices
Is there any news or hope on a invoice modules? I saw the question a few times but nothing recent.
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Account not showing up in view account
I can create accounts, they appear under Most recent new account on my dashboard, but not under "view accounts", Same problem with...
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replies1,807
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batch delete?
Having imported nearly 2000 contacts I found a problem - irritating since I couldn't preview the import before accepting it. I now...
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Problems importing
I'm trying to import a few thousand companies, contacts and addresses into ConcourseSuite and I've hit two snags. 1) If the very...
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replies1,489
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View products bought by clients
I wonder how can we indicate to the CRM that a specific Account bought one of our product. Is it possible? And can we see which...
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replies1,782
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About Custom Folder and Field
Hello, I have created several custom folders and fields using Admin module in Account. But i don't know how to display them in...
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replies1,542
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How to search accounts by companies revenue?
How to search accounts by companies revenue? Please replay me if you have any ideas? Thanks in Advance, Sudhagar K
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Bug on accounts search
It is not possible to search accounts by address informations. It is not implemented the methods to set multiple values in the...
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3
replies1,539
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Action Plan Step Issue
When trying to add a step to an action plan i get the error below. Using 5.0.4 & Derby DB. Am I alone? java.sql.SQLException:...
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replies1,502
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Action List Issue
Hi! I am using the latest version of the source code and I have some trouble when i tried to add a new action list. In the Select...