Known limitations

This integration can create ONE object of any kind, once this object is created it can in different ways search/create a person, search/create a company, and add a history note and documents related to this object.

The integration can for example create one deal OR one helpdesk, and create/relate person/company/history/document to this object, but it cannot create one deal AND one helpdesk.

Example of what the integration can do,

  • Create one deal
    • Search/create person
    • Search/create company
    • Create related history
    • Create related documents
    • Create PDF-receipts

OR

  • Create one agreement
    • Search/create person
    • Search/create company
    • Create related history
    • Create related documents
    • Create PDF-receipts

Example of what the integration cannot do,

  • Create one deal
    • Search/create person
    • Search/create company
    • Create related history
    • Create related documents
    • Create PDF-receipts
    • Create related agreement
    • Create related helpdesk

AND

  • Create one agreement