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CRM/VRM/Tasks Tools

This add-on provides more in-depth customer & vendor management by tracking their activity.
  • Create Tasks for each customer or vendor
  • Appoint single users or user groups to each Task
  • Select a specific Status for each Task
  • Assign "Next Actions" for Tasks to monitor progress
  • Robust activity history tracking included
Ensure that nothing slips through the cracks when communicating with contacts vital to your business.

View instructions here.