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