Category: CRM

All invoices issued from the level of the CRM module are displayed also in the Finance module. There’s, however, a slight difference. If you issue

Proper file and document flow in the company is a priority. Access to files in a clear and organised manner is the basis for proper

The account manager is a person from your company that has been assigned to the given contractor. Important! The contact person is a person from

In the calendar available in the CRM module, you can create events to be assigned to the specific contractor. This way, you can control all

To edit the note or to remove it, go to the CRM module in the menu on the left side. Go to the Notes tab

The CRM in IC Project includes also a set of notes that can be assigned to contractors. Are you having a meeting with the client,

To edit the data of the contact person or to remove him/her, go to the CRM module in the menu on the left side. Go

You can do it in two ways. Adding a contact person from the general view of the CRM. Go to the CRM base. Go to

Go the CRM module from the left menu. From all contractors, pick the one you wish to update. Click to the right of the selected

To add a contractor, click  , then press and complete the data in the window. You can also download the data automatically from the Central