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Support » Forum » Jens Nasholm
Select date in calendarSelect date in calendar

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How do I remove deals,invoices,leads buttons in crm
Hi there,

We are not using deals, invoices or leads at the moment and I would like it hide/remove/disable these buttons in the crm view? Is this possible?

Thanks,
Jens
Where/how to best write minutes of meeting
Using the CRM module i struggle to find a good and simple place to write minutes of meetings for an already scheduled meeting. Adding an activity would be the most suitable place, but here i can only chose between Call, Email and meeting. Especially when using the iPad App.

Events are good, but reading from some of the older posts here, they should be avoided as they are not shown in the Activity stream and are there to keep compatibility for "older" users of Bitrix24.

I would love to see an added option in the Activity section called "Notes" or something similar...unless of course i have missed something :-)


Thanks,
Jens
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