#245 new
Andrew Morris

lists

Reported by Andrew Morris | March 11th, 2011 @ 09:53 AM

I don't see any way to create a list of people that you can do things with like, batch changes, export csv, send a mass email, make a mass note? Like in a list of contacts or oppurtunities there is nothing to allow multiple selections. Along the same line the ability to save a list, and or save a query would be great. Also I haven't seen the ability to have complex queries.

In my mind ideally the universal seach field up on the top right corner would allow more complex queries with multiple fields and as you typed the quiry it would sugest in a drop down multiple options regarding fields, potential field searches boolean combinations etc. Then if I got a great query i intend to use a lot there would be a button to save this query and those saved queries would be available as a drop down/ autosugest optoin in the universal search form that is there now.

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Ruby on Rails CRM platform for Web 2.0 and beyond

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