#207 new
Mike Dvorkin

Feature requests from Matt H.

Reported by Mike Dvorkin | June 15th, 2010 @ 08:06 PM | in Feature Requests

  • Import and field mapping from CSV

  • Adding a simple “total” calculation at the bottom of the opportunities readout

  • Add readout of most recent activity for all contacts assigned to a particular user

  • Add ability to connect additional “accounts” to opportunities (i.e. teaming partners)

  • Add simple multiple criteria search, result, and export to CSV

  • 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

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