+1

"Hello,

I am trialling some of your products and was wondering with the CRM module if you can have CRM tasks show in the ‘Tasks’ view of a project. Also, can you associate as existing task in the ‘Task’ view with a contact. The two systems seem to be quite distinct, but ideally would be together.

Also, if you allocate a call/task to a contact, on the contact page you are shown a list of calls and tasks, however these really need to be hyperlinked to the actual call to make it work well. A quick summary would be good also to show when the call was made and who was on call. It would make assessing a contacts history much easier within the contact tab.

I am not sure if the module is yet ready for our use case, but would be interested in your reply to the above.

Regards
Paul"

- atribute a contact/lead to a freedcamp user
- atribute tags to contacts/leads
- filter contacts and leads by tags and user
- the ability to send emails directly to contacts/leads

Here is another feedback from Freedcamp customer:

Project
- Choose which company, client or contact person the project is for (optional)
- See project progress as a percentage on the project cards in the dashboard

Company
- Add a company/client with all relevant contact information
- Projects - active and completed
- Logged calls
- Contacts
- Tasks

Global Task Board - sort/filter by company/client

Hi Ana,

Thank you for your suggestion.
I will rename your suggestion to make it easier to find and vote. This year we will put more effort to improve our paid applications.