Feature requests from Matt H.
Reported by Mike Dvorkin | June 15th, 2010 @ 08:06 PM | in Feature Requests
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Import and field mapping from CSV
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Adding a simple “total” calculation at the bottom of the opportunities readout
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Add readout of most recent activity for all contacts assigned to a particular user
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Add ability to connect additional “accounts” to opportunities (i.e. teaming partners)
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Add simple multiple criteria search, result, and export to CSV
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Add ability to associate contacts with a user “hotlist” of ten contacts. Add readout that tracks your progress adding a note to each
contact record per month.
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Ruby on Rails CRM platform for Web 2.0 and beyond
Mike Dvorkin