diegogarciarodrigues
Forum Replies Created
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Hi there,
I was assuming Tasks could be used for project management, but maybe that wasn’t your intention.
You’re correct, the task feature was designed primarily for simple reminders, such as calling clients or tracking events, rather than as a comprehensive project management tool.
However, if you’re looking to implement some form of priority control, you can utilize the tagging feature. On the task edit page, just below the ‘Task Actions’ section, you have the option to add tags to your tasks. This allows you to create various priority levels, like ‘Urgent’, ‘Medium’, and ‘Low’.
You can then easily filter these tags in the ‘List view’. Unfortunately you can’t do that in our calendar view.
Hope that helps!
Hi,
Jetpack CRM supports uploading files for each contact, as detailed in the Knowledge Base: https://kb.jetpackcrm.com/knowledge-base/adding-documents-files-or-notes-to-the-contact-record/.
Plus, with the Client Portal Pro extension, you can display these files on the contact’s Client Portal page.Unfortunately, it doesn’t have any integration for file uploads with WooCommerce.
Hope that helps you!
Currently, it is not possible to unsubscribe a contact from mail campaigns using the Jetpack CRM admin interface. I have informed our team about this issue, and they are now looking into it.
Meanwhile, if your contact has replied to the marketing email asking to be removed, you can click the unsubscribe link in the original email yourself. No login is necessary for these links to function.
Let us know if that helps you!