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Ultimate CRM Application Update [Gold & Silver] (Patreon)

Published:
2023-12-18 12:15:01
Edited:
2024-01-05 08:28:28
Imported:
2026-06

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Content

Hello Members!

In this week’s Feature, Fix, or Focus, we take last week’s Ultimate CRM Application training.

Here's the list of updates I made for this training:

· Document Management requested by @nelsoneli4875

· Email Number/Date Formatting  updated by Randy Austin

· Email Automation added by Randy Austin

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.

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Comments

Carlos Lunardini

Thank you for the update! I have a question, I have about 20 documents I would like to have as attachments. The add document feature stops adding after a certain number of docs. Any help would be appreciated. I would also have like the option to add more than one person (in the same company) to the email. Not a big deal as I can do this when outlook open up.

Excel For Freelancers

Hi and thanks so much Carlos. I did not add any limits of attachments that can be added however the viewable attachments is limited to the space. You can find all of the attachments for the given customer within the Documents DB in the results section. If you would like more attachments to be displayed you extend the Customer & Documents attachments section vertically to display additional documents. I hope this helps and thanks so much.