00 Day
00 Hour
00 Min
00 Sec

Custom field builder

Home Forums CRM Custom field builder

Viewing 3 reply threads
  • Author
    Posts
    • #6402
      Wen Chien Hsu
      Participant

      Hi, we moved on to the custom field builder after the inbound email is solved.
      For the first, I created some new fields for company info, but after input of information, the field content wouldn’t save. They get lost.

      The second, how can we have a thorough view of all the fields created in the company? So far, the overview only shows the basic info of the company in the overview section.

      Appreciate your further help. Thank you so much.

      • This topic was modified 7 years, 7 months ago by Wen Chien Hsu.
    • #6404
      Shawon Chowdhury
      Moderator

      @Wen Chien Hsu,

      I just checked your site and found the reason of the issue. You were using the old version of WP ERP. I just updated WP ERP and “Custom Field Builder” extension is working perfectly now.

      And about the view of Company basic information:-
      Right now, it is due to the default feature of WP ERP. We will make some changes in future releases to show more information in the CRM/Company page.

      Thanks πŸ™‚

    • #6405
      Wen Chien Hsu
      Participant

      Incredible support! Thank you so much for such rapid fix. We will be looking forward to the update!!

    • #6406
      Shawon Chowdhury
      Moderator

      @Wen Chien Hsu,

      Glad to hear that you have got it fixed.
      And thanks a lot for your encouragement. This is really appreciable πŸ™‚

Viewing 3 reply threads
  • The forum ‘CRM’ is closed to new topics and replies.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your query

We will reply to you very soon :)