So I have synced my calls and it's showing the correct name from contacts module. But how do I update all the contact details automatically into the call module so that I don't have to add for each individual call? Is there a feature by which, even incoming calls get all the info from contacts field after mapping?
@Kuldeep Surana Sir, i hope you had created a relationship of contact with call, seems we have already have this relationship bydefault. You can delete the relationship once and check it
Hello Team, Url: https://nantatech.sangamcrm.com/tasks User adding proper chekin checkout activities in CRM but sometime checkin and checkout latlong added but address showing blank in activity Kindly check attachment for the sam
I had a query if I could calculate interest in this platform on late payment of EMI installments. Bascially, if there is any late payment, the outstanding amount of a defaulter should automatically show with the late fees and interest.