ICRM One Click Activity Version 2 should be release latter this week. Here is a list of new features:
- Complete Activities from the grid (supports: task, phone call, appointments, fax, letter and email)
- Assign primary contact from grid or the contact form.
- Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
- Create associate entity form an entity
- Form accounts create a contact, opportunity, case, quote, order or invoice.
- From contacts create an opportunity, case, quote, order or invoice.
- From opportunity create a quote, order or invoice (brings across product just like creating them from the associate grid).
- Create the same buttons on the entity form as on the grid.
All the fetchers currently in iCRM One Click Activity Version 1.
Tags: activities, Activity, cases, contact, crm, duplicate, entity, opportunity, primary, quotes