Observe: This can be a module for Perfex CRM.
Not a standalone script.
A number of Firms with the Identical Main Contact for Perfex CRM
If an individual has a number of firms, you now not must outline completely different e mail addresses and person 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 firms.
When your buyer logs in, they see a listing of their registered firms within the high menu.
They’ll view and handle information corresponding to invoices, contracts, and initiatives for the chosen firm from the record.
There isn’t a longer a must enter separate person credentials for every firm or log in/out to modify between firms
Username : demo@demo.com
Password : 1234
Username : client@demo.com
Password : 1234
Change Logs
Model 1.0.5 / 2024-09-07
- Added possibility to pick a current contact when including an individual to a buyer
Model 1.0.4 / 2024-08-16
- Eliminated e mail uniqueness test when changing result in buyer
Model 1.0.3 / 2024-07-15
- Management added for duplicate emails in the identical firm.
Model 1.0.2 / 2024-07-14
- Firms the place the contact is registered have been listed on the contact element.
Source
