Rukovoditel Support Forum

So is there any way that you can setup the system to send multiple emails or is it best to use a 3rd party like Mailchimp or Sendpulse. If using one of these can you then select multiple people in Rukovoditel to send through the 3rd party. The aim of a CRM is surely to communicate with clients, user...

I have an entity Contacts and I want to be able to send an email to a number of contacts at the same time. Is there a way to do this as I have spent ages trying to configure it and can't seem to find a way? Also is it possible to connect the emails to come up in the To when you want to select a sing...

However if I use the Kanban Report based on the Stages field and drag the Contact to the Finished column it does not send the SMS. Found issue. File from archive replace to: plugins\ext\modules\kanban\actions\ Let me know if it's fixed. No. It still does not seem to send when you move the Contact i...

So what I am trying to do is - Create a field for stages - Once I edit the field Stages to Finished it sends an SMS to the Contact that has been edited. - Th This worked OK if I change the Phone field to an Input Field. Then create the rule and select the Phone field which now appears in the list of...

I have set this up but when I try and setup an SMS rule it does not show up in the "Send to the number ..." drop down unless it is an Input Field. If I set it as a Phone Field it does not show up for selection.
Richard

I have loaded Twilio and all is good but is there any way of using these modules to send to multiple people at the same time. Don't seem to be able to work out how to do this and can't see any documentation or forum posts that show how to do this.

Richard

I have created a Clients Entity and a Jobs Entity. I am using an Entity Dropdown List to add the Client to the Job which works really well. However I want to show all the Jobs that a Client has when I view a Client. I have therefore put a Related Item field in the Clients Entity to show these Jobs. ...

Is it possible to put a Kanban Report in the Dashboard?

I have created a Kanban Report within the existing Projects/Tasks and it always shows in the Reports section of the Main Menu However I have created a new Entity Rentals where we track the applications for Rental Properties and I have created 2 Kanban Reports under this Entity but they do not appear...