Login CRM Agent

This topic has 4 replies, 4 voices, and was last updated 1 year, 3 months ago by Md. Yeasin Arafat Mamun.

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- March 18, 2021 at 6:11 am #89476
  
  [email protected]
  Participant
  
  Hello,
  I made a CRM Agent in HR Module. How can I make it able to login and work with calendr, companies and contacts.
  Regards Kristian
- March 19, 2021 at 11:43 am #89502
  
  Jay
  Participant
  
  Hello
  
  It’s the same as your WordPress login. Any user role having the CRM agent permission can log in to your site using the WordPress default login system. They’ll get the CRM options on the admin panel who have the CRM Agent permission.
  
  I hope this helps 🙂
- March 19, 2021 at 2:25 pm #89511
  
  [email protected]
  Participant
  
  Hello ,
  I need one more help please:
  now he is CRMAgent and in WP Abonent (Subscrieber). How can he access the CRM board? Or should he hae permission to access the admin board (not possible).
  Regards Kristain
- March 22, 2021 at 4:23 am #89588
  
  Gayiza
  Participant
  
  Hi. I want to customize the information which is inserted on the Invoice about the company. The company information does not include email address, tax number and vat number.
  
  How can I include this information? Please provide specific line of the code and how to edit it.
- January 4, 2023 at 4:59 pm #114946
  
  Md. Yeasin Arafat Mamun
  Keymaster
  
  Hello there,
  
  I hope you guys are doing well.
  I apologize for the late response. This forum has been closed and I am going to close this topic.
  Please feel free to contact us directly-> https://wperp.com/contact/ so that we can help you soon.
  
  Thanks,
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