Projects discussion is a feature in Perfex CRM which will give you ability to start various discussions with your customer or project member for a specific project.
To create new project discussion open the desired project and click on the discussions tab then click on the create discussion button.
- Discussion Subject
- Discussion Description
- Visible to customer – If this field is checked the customer will be able to see this disucussion in the customers area also will receive new email that new project discussion is created. All customer contacts that have permission for projects will be receive this email.