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origma-crm's Issues

Automate Customer CRUD operations

As a end user I want to be able to create a client in my crm portal on one create/edit customer page so that I can minimize the number of clicks/amount of time required to create a new client/edit an existing client.

Addresses are not easily assigned/duplicated

As a business I want to be able to enter my address once if my billing/shipping address is the same so that I do not have to duplicate any administrative work.

-issue: currently the address table allows the selection of an existing shipping or billing address but no functionality to auto populate shipping_address if billing_address' role is set to 'shipping/billing'/'both'.

Contacts assignment is too permissive

As a business I want to be able to assign contacts of my clients to a given "client" account so that I can keep track of key decision makers.

  • issue: contacts can be assigned to multiple clients.

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