Settings and activity
3 results found
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24 votes
Hi Terris,
No this is not currently possible.
Regards,
IgorAn error occurred while saving the comment 
Rob
supported this idea
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28 votesRob
supported this idea
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9 votes
Hi Rick,
Thanks for posting. I think we should really make this app ‘Contacts’ to allow to store clients, contractors etc
What do you think?
An error occurred while saving the comment Rob
commented
This would be great, as someone who partners with other creative it is really useful to be able to sort by skill sector e.g. Designers, copywriters etc.
Personally I think contacts should be global within freedcamp so that they're available across modules. For example, I don't want to add a separate client (invoice) and crm record - they should be the same record, available to use on either platform.
Rob
supported this idea
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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