Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author weDevs

    (@wedevs)

    @wildbuttrueblue, We have already this feature.
    You can assign a company to a contact in WP-ERP.

    You can find it here:
    Dashboard -> CRM -> Contact -> Assign a Company
    See the screenshot: https://prntscr.com/dz40yr

    Thank you ??

    Thread Starter wildbuttrueblue

    (@wildbuttrueblue)

    For verification, I am running WP ERP Version 1.1.11

    Please correct me if I am wrong, just went to check it out and did not find the Assign a Company when the client is being added initially. From what I am seeing in my current environment is to add the client, save the client and then go back into the client screen. Not able to add the customer (to the client) when the client is created.

    IMHO, the option should be a function available when the client is entered. Is not in most often does the Company not exist when the client is created?

    Thank you

    ~Respect

    Plugin Author weDevs

    (@wedevs)

    You can find it here:

    Dashboard -> CRM -> Contacts -> Click “view” under the added contact -> drop down a little bit and click on “Assign a Company”

    And yes, in future we will add this button on the form “Add new Employee”.

    Thank you ??

    Thread Starter wildbuttrueblue

    (@wildbuttrueblue)

    thank you

    ~Respect

Viewing 4 replies - 1 through 4 (of 4 total)
  • The topic ‘Update Contact (add) Page’ is closed to new replies.