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Journeyman |
In our organisation it would be helpful that on creation of a project and/or opportunity that a number of objects (groups/individuals/...) are automatically linked at every creation .
I seemed to remember a thread here that confirmed this was possible but can't find it back .. or am I wrong ? |
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Pro |
Hi.
you are right this is not currently possible with Daylite. I have requested this a number of times and hope that it will be implemented soon. If you create an opp or project for a contact then the contact's organisation should also be linked in too. If you create a task or an appointment for a contact the organisation is linked too so logic would dictate that it would be the same for opps and projects. Come on MC this is a simple one that is overdue to be dealt with Thanks |
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Pro |
Hey guys,
Thank you for your feature request. I wanted to let you know I have viewed it and will log it for engineering. If there are any other feature requests you would like to suggest, please email daylite-feedback@marketcircle.com. ______________________________________ James Spencer Marketcircle Sales jspencer@marketcircle.com phone: +1 (888) 287-9186 option 1 fax: +1 (905) 248-3101 ======================= |
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