Administrators Mahmoud Posted October 6 Administrators Share Posted October 6 View File Multiple Companies with the Same Primary Contact for Perfex CRM 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 Submitter Mahmoud Submitted 10/06/2024 Category Scripts Demo https://codecanyon.net/item/multiple-companies-with-the-same-primary-contact-for-perfex-crm/53233389 Quote Support is available for paid files only Support for free files is offered for a fee only Link to comment Share on other sites More sharing options...
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