Manage Agreements, LOI and Contracts
Adds constraint on bank account type
Import zip entries from Geonames
Separate Customer & Vendor Menu
Open Child contact full view like main contact
Added Smart button on contact view that will take you to attached documents of the record.
Export Contacts in .vcf, .csv, .xls format.
Import Contacts From VCF File
User of each company are contact of a company partner. All child address of a company are automatically shared
A nice solution for managing customer credit limit.
Set credit limit warning
Warning banner on partner form if another partner has the same email
Be able to manually flag partners as customer or supplier.
Warning banner on partner form if another partner has the same mobile
Restriction on partner creation if another partner has the same mobile
Select individually the partner visibility on each company
Have split first and second lastnames
Export contacts with companies detail in organised format.