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Julia Karnaukh's picture

From lead to keys-in-hand: bpm’online introduces the 7.5 version of its next-gen CRM for real estate professionals

, posted

We are happy to introduce the updated 7.5 version of bpm’online real estate - next generation CRM system designed for commercial and residential real estate companies to manage every step of customer interactions - from leads to transactions. The latest version of the product delivers ...

indar wiguna's picture

bpm 7.5 sales

, posted

Hai

I have question ?

How to add detail history porduct in account ?

  ...

Olly Khome · Yes, Indar that is possible. So if the task is to show all Products from Invoices that have current Account specified in the ...»
Olly Khome
indar wiguna · i want filter product by invoice, so i can show product in account based ...»
indar wiguna
Olly Khome · Hi Indar, There is no direct connection of the Products with Account, that's why the detail is not there. Products are ...»
Olly Khome
Richard Wilson's picture

Filter for Owner field

, posted

I have created a new Section using Section Wizard. I have added an Owner field there (UsrOwner) which has the Contacts lookup as a Data Source, and or course, I get the full Contacts list available for selection. How can I add a filter for this field. I am using BPMOnline Sales 7.5.0.627

Richard Wilson · Thank you, Olly!
Richard Wilson
Olly Khome · Hi Richard, You need to add dependencies to ...»
Olly Khome
Harry Rice's picture

Mobile Application

, posted

I have 2 questions:

1) Let's say I add some field into any page of the CRM, will this field show up in mobile app?

Olly Khome · Hi Harry, Of course, mobile app and CRM use the same Data Base, but you need to configure the mobile application pages ...»
Olly Khome