Multiple Companies with the Same Primary Contact for Perfex CRM

Multiple Companies with the Same Primary Contact for Perfex CRM
Preview Multiple Companies with the Same Primary Contact for Perfex CRM

Be aware: It is a module for Perfex CRM.
Not a standalone script.

Demo Link

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

Demo Link

Username : [email protected]

Password : 1234

Client Demo Link

Username : [email protected]

Password : 1234

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