In the Interaction module, the list of interactions is not complete

When you open the Simple CRM Interaction module, you notice that the list of interactions is not complete.

On a daily basis, you are working on recent or planned interactions in the near future. So, by default, Simple CRM limits the list of interactions to those dated within 3 months in the past and 3 months in the future.

If you want to view all interactions on time, clear the filter date fields and click "Search".

If you still want the complete list of interactions in the Interaction module, edit your user profile (CRM Admin -> User List -> Click on the username).

Uncheck the box "Limit the list of interactions to D-90 and D+90", then click on Save.

No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)