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Journeyman
Posted
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 ?
 
Posts: 83 | Location: Gavere - Belgium | Registered: September 27, 2007Reply With QuoteEdit or Delete MessageReport This Post
Pro
Posted Hide Post
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


Bill Verkaik
Elite Partner
www.jgconsulting.org.uk
+44 1305 752669
 
Posts: 185 | Location: UK | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Pro
Picture of James S
Posted Hide Post
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
=======================
 
Posts: 107 | Location: Toronto, Canada | Registered: December 17, 2007Reply With QuoteEdit or Delete MessageReport This Post
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