websyy

Hi

I’ve found one more thing. Additional Info that we add in the Advanced options of Companies and Contact is not showing anywhere in the https://www.xxxxxxx.com/wp-admin/admin.php?page=erp-sales-customers&action=view&id=88. Contact Source, Others, and Notes are not displaying.

Regards
Deepak Hasija

I also have a suggestion. Under CRM >> Schedules. When we open any task it displays the names of people scheduled for meeting. It would be great if we can have links to their CRM contact there.

Thanks Shawon.

It worked but now under Contact / Companies, if I click on Customer / Lead / Opportunity / Subscriber then it doesn’t filter the list. It is still showing all the contacts or companies.

Regards
Deepak Hasija

Please check screenshot for the exact issue. https://prnt.sc/ggse2i