Hyperlink Customer to Xero and Salpo CRM

started a topic almost 2 years ago

Hi, it would be great to be able to jump from the Dear customer record to Salpo CRM via a hyperlink. It is possible the other way round, from Salpo's Customer record there is a hyperlink straight into Dear but not the other way around. This creates a bit of an awkward workflow, since Dear does not sync e-mail correspondence and can't manage leads pipeline, hence the need for a CRM. But because its not so easy to jump straight into it when one is in Dear, one is not able to maximise on the value Salpo CRM brings to its full potential, though still very valuable, this small addition would improve it even more. 

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