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John Roberts

Member Since 07 Oct 2011
Offline Last Active Dec 23 2016 10:31 AM
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#1635 Adding a sale to a costumer

Posted by John Roberts on 17 September 2012 - 12:56 PM

You can add products to the products module, than create a quote. Mark the quote a won. Or add notes describing what you sold them. Or attach a file with an external order...or modify the sales or contact module with the Admin Studio tool to create custom database fields describing your products.

We going to add invoice, orders module as an extension of the quote modules this fall. Hope this gives you some ideas.
John


#1223 Minimal installation

Posted by John Roberts on 18 July 2012 - 02:54 PM

OK, you have worn out your welcome. I suggest you find another CRM project.


#230 X2CRM 1.0 Feature Complete

Posted by John Roberts on 03 February 2012 - 03:50 PM

Everyone has been working really hard these past few weeks to complete X2CRM 1.0. Today we are finally at feature complete with next week dedicated to QA and scalability testing. Jake and Matthew have built a super cool no-code visual studio tool that makes modifying X2CRM incredibly fast and easy. DJ has been working on a new Products and Quotes module that is also very powerful. We are planning one final beta next week with the GA release on track for Febuary 14th or 15th – stay tuned.

Screen shot of the new X2Studio form layout editor.


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