Seamless sevDesk Integration: Automatically sync quotes with your CRM-System
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3.2.3
In version 3.2.3, we introduced the synchronization of quotes from sevDesk. Whenever a new quote is created in sevDesk (and leaves draft status), it is automatically transferred to Mister James and assigned to the corresponding contacts.
In addition, we added a new “Create Deal” function to the contact list context menu, allowing users to quickly create a deal for a contact without having to leave the contact list.
How to install?
There's no need to do anything. If you are a user of Mister James already, all updates get installed to your instance, automatically. If you are missing something, try to refresh Mister James within your Browser (by Pressing Ctrl+F5 on Windows or Cmd+R on MacOS).