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    Steven Willett

    @Steven Willett

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    Latest posts made by Steven Willett

    • Feature Request: Ability to Add NEW Company, User and Products while creating a Lead.

      Currently, out the box, when you create a new lead, you are able to add a person as a new person with the "Add New" option when you start to type a persons name, but the same ability should be included for Companies/Organisations as well as products.

      posted in Comments & Feedback
      Steven Willett
      Steven Willett
    • .env Mail Server Configuration to receive as be user specific.

      Hi,

      With Krayin CRM, we can configure a single email address for the mail solution built into Krayin CRM, but two things stood out to me as not documented or available out the box that I could see?

      • Set the MAIL_FROM_ADDRESS=${CRM_USER}@domain.com
      • Allow email responses/replies to sent email recipients to be pulled into the CRM communication trail and remain linked to the person/organization and previous email chain.

      This would allow for a much more useful and persistent communication trail per lead in the CRM.

      If this is already possible, how can this be achieved please?

      posted in General Discussion
      Steven Willett
      Steven Willett
    • RE: When I view Leads it opens in a new tab

      @admin, I believe what @deenah85 means is, if you click on a Lead, the link target is set to _blank and opens the lead window in a whole new browser tab instead of _self which would simply use the current open/active browser.

      posted in Comments & Feedback
      Steven Willett
      Steven Willett
    • Change Product(s) to be Course(s)

      Hi,

      I can see the models & controllers with the plural and non-plural naming for Product(s) but what is the "right" way to go about changing Product(s) to be Course(s).

      Am I better to create something new and remove Product(s) or just update Product(s) to be renamed?

      Thanks in advance and many more questions incoming.......

      posted in General Discussion
      Steven Willett
      Steven Willett