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Permissions

Limit access to CRM by configuring permissions.

Company (CF) 2.0

Sync of Company (CF) values with a Company directory

Onboarding for new Customers

Welcome messages, guidance

1H - 2020
Configuration of the access
Custom fields

Availability of the CRM panel for specific projects

Company detection

Company definition based on a custom field value

Web-panel v.2

New UI, company preview

Custom fields

Availability to add the directory as a Custom field

Link issues with a Company/Contact

Show issues in a company/contact directory

Export

Export of directories data

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