When assigning a task to an employee, i.e. meeting with rep of company X, why is my employee unable to directly link to information in 'Customers' about company X from 'my tasks'? Even though the customer info on Company x has been entered previously, if the task is a meeting on monday, the info for the company wont automatically show up. How do I make it so I don't have to re-input the customer info every time I assign a task?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
2733
Vizualizări
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-teRelated Posts | Răspunsuri | Vizualizări | Activitate | |
---|---|---|---|---|
|
0
mar. 15
|
3515 |