Preview: Multiple Companies with the Same Primary Contact for Perfex CRM
Table of Contents
Be aware: It is a module for Perfex CRM.
Not a standalone script.
Multiple Companies with the Same Primary Contact for Perfex CRM
If an individual has a number of corporations, you not have to outline completely different e mail addresses and consumer credentials for every firm.
With this module, you’ll be able to assign the identical e mail and password for all of a contact’s corporations.
When your buyer logs in, they see a listing of their registered corporations in the prime menu.
They’ll view and handle information akin to invoices, contracts, and tasks for the chosen firm from the checklist.
There isn’t any longer a have to enter separate consumer credentials for every firm or log in/out to change between corporations
Username : [email protected]
Password : 1234
Username : [email protected]
Password : 1234
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