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Hello, first of all thanks for this nice CRM. Actually I'm confused in your licensing terms. Somewhere it's similar to MIT somewhere it's GPL or yetiforce licence. Actually I want to modify this Great…
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Hi all,
I'm new to Yeti and I'm learning the sales process. As far as I can understand it starts with #0 Opportunities (not mandatory but heavily suggested to be created) and goes through several lay…
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Hi @Team
Thanks for good system
In order to serve sales and marketing, I find the following function very important:
- Check in the position of sale (position at the assigned position of the day)…
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Hi,
I'm searching for a solution to create a «part payment invoice»:
One approach could be to set a «Discount of 66%» to get 34% of the full amount for the first invoice of three in total.
If I…
mad99 updated
4 years ago
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I use YetiForce Version 4.2.0 and can´t auto generate Sales ordes with Recurring Sales Orders.
Can anyone explain what steps i need to do for Recurring Sales Orders auto generate Sales orders or in…
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**Pytanie:** W jaki sposób można dodać osoby do wydarzenia w kalendarzu, aby tym osobom wyświetliło się to wydarzenie w kalendarzu?
**Przykład:** Jacek tworzy wydarzenie pt. Spotkanie1. Chce żeby w…
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I see post below and have question: I have workflow Update related record. How to set yetiforce to trigger it every 30 seconds?
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I want to track the all users who did download the records (export .CSV file) from CRM. How can we track in Yetiforce CRM.
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Dzień dobry,
czy w module "Maile firmowe" da się jakoś zmienić oznaczanie maili tak aby maile wychodzące były kategoryzowane jako maile "Wychodzące" a nie "wewnętrzne"?
Screeny z modułu "Maile fir…
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I have created a workflow where emails should be sent out to leads that meet certain criteria. I have created the conditions and the task.
However, it seems like nothing has been executed. I have a…