Upcoming / CRM

New Feature  0

Integration With Google Sheets

Integration with Google Sheets (reporting/export process of for example CRM data)
  • CRM
New Feature  0

Assign CRM Records To Module Items As Datasource

1) "isDataUsingAllowed" - system property type checkbox added to CRM record (only crm records that has this checkbox ticked on will be allowed to be assigned to module items (should help with the GDPR since this checkbox allows user to disallow using his record just by uncheckin the checkbox on the profile page).

2) CRM record - type property...
  • Custom Modules
  • CRM
Improvement  0

Manually Add Password To A CRM Record

The ability to add a password manually in the CRM.

  • CRM
Improvement  0

Include Order Name in export of Orders

Under CRM > Orders you can see a list of all orders placed. The ‘Order Name’ is the name of the web form used to submit the order which is very helpful. When an excel file of all the orders is exported, however, the Order Name should be but is not included.

The Order Name also doesn’t appear in...
  • CRM
  • New
Bugfix  0

CRM Search Bug

It seems the search functionality in the Treepl CRM > Contacts doesn’t work. It seems to have a bug where it only looks for the first letters of a name. It will not find any second names or anything unless you type in from the start of the name. It also does not search for email addresses which is strange.
  • CRM
  • New
  • Bugs

Scheduled

Scheduled items are already planned for development and prioritized, therefore don’t require voting from Partners.

New Feature

Advanced CRM

Customization of forms, form submissions and contacts by a set of predefined groups of fields.
  • CRM
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New Feature

Custom Reports

Ability to create custom records based form submissions, booking records, contacts etc.
  • CRM
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