Multiple Companies with the Same Primary Contact for Perfex CRM
Original price was: $69.00.$34.50Current price is: $34.50.
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Description
Note This is a module for Perfex CRM Not a standalone script Demo Link Multiple Companies with the Same Primary Contact for Perfex CRM If a person has multiple companies you no longer need to define different email addresses and user credentials for each company With this module you can assign the same email and password for all of a contact s companies When your customer logs in they see a list of their registered companies in the top menu They can view and manage records such as invoices contracts and projects for the selected company from the list There is no longer a need to enter separate user credentials for each company or log in out to switch between companies Demo Link Username demo demo com Password 1234 Client Demo Link Username client demo com Password 1234 Change Logs Version 1 0 5 2024-09-07 – Added option to select a existing contact when adding a person to a customer Version 1 0 4 2024-08-16 – Removed email uniqueness check when converting lead to customer Version 1 0 3 2024-07-15 – Control added for duplicate emails in the same company Version 1 0 2 2024-07-14 – Companies where the contact is registered were listed on the contact detail
