- This topic has 5 replies, 3 voices, and was last updated 7 years, 6 months ago by Shawon Chowdhury.
-
AuthorPosts
-
-
May 8, 2017 at 6:56 pm #6954matrayParticipant
Hi,
Is there or will there be any possibilities to sync the schedule with any mobile phone calendar?
Thanks a lot,
Jonathan Matray
-
May 9, 2017 at 7:58 am #6969Shawon ChowdhuryModerator
@matray,
Thanks for writing.
Yes, we have a plan to add sync system in WP ERP in future. But we will start digging it once we are done with updating the core of WP ERP.Till then cheers π
-
May 10, 2017 at 6:31 pm #7016[email protected]Participant
Hi all,
This is an extremely important feature as well as tasks. I get around this by e-mailing the tasks to my Outlook and I have an Outlook rule that copies the tasks to my task folder, which kinds of work, but not as well as I would like. Can I create a notification e-mail for meetings that I could use with Outlook rules as well?
I have a few suggestions and this may be the incorrect place to post them. If so, my apologies. Further apologies if the functionality I mention below already exists.
1. Task List
Task list – We need a task list that can be marked as completed, etc.
2. Contact by customer
We also need a column on contact list to show which customer that contact belongs to and the ability to sort and group on the company.
3. Once in contact view, I would need to go to the company from that view.- This reply was modified 7 years, 6 months ago by [email protected].
- This reply was modified 7 years, 6 months ago by [email protected].
-
May 11, 2017 at 9:50 am #7028Shawon ChowdhuryModerator
@powerrange.co.za,
We have task list, email notification in CRM already π
You can learn more here https://wperp.com/docs/crm/contacts-management/
Your listed point no 2 & 3 are not available right now in this way in WP ERP. Will surely discuss these features with the team and try to include them if they like these.Thanks π
-
May 16, 2017 at 4:25 pm #7125[email protected]Participant
Hi Shawon,
Thank you for the reply. You have a great product with great potential.
The task list I am talking about is only not task notifications. It is rather a task list that I can work with similar to the Outlook task list. Without this task list I find it very difficult to find outstanding tasks. I imagine that this task list would have features similar to Outlook but with extra features such as as task importance, etc.
-
May 17, 2017 at 9:04 am #7141Shawon ChowdhuryModerator
@powerrange.co.za,
Thanks for your such great suggestion. Have noted your points and will surely try to implement these features in future updates.Cheers !
-
-
AuthorPosts
- The forum ‘CRM’ is closed to new topics and replies.