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Status Shipped
Categories CRM App
Created by Guest
Created on May 30, 2019

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.

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