Enhance ProspectCRM to show a invoice and sales transaction information in a similar view to the desktop.
A customer like the ProspectCRM to be enhanced to provide a preview of the sales transaction information in a similar manner that we used to in the older desktop version of the CRM when connected to an accounting system..
ADMIN RESPONSE
Aug 28, 2019
For hosted Accounts/ERP systems there is now a link to open the record in Xero/Unleashed etc. We are not going to implement this feature for on-premise accounts/ERP systems.
