Intergrate projects with CRM
There is no way that I see when in a customer file to see the projects that we have done for them?
No this is not currently possible.
This is exactly what I'm looking for. Contacts and clients should be global across freedcamp, otherwise you just spend so much time duplicating effort.
It should be available to do the following with the same contact record:
* create and send an estimate
* create and send an invoice
* assign a project to that contact as a client
* add information about the contact within the crm
Ethan Nixon commented
Will this be added in the near future? It's the only thing that's keeping me from purchasing.
Anthony BARRE commented
I also would like to be able to filter the CRM by project.