Allright guys, next challenge!
Last time you solved the import puzzle, now comes the (as I like to call it) "One screen to rule them all" challenge.
I'm a big fan of the Notes grid:
- been on the phone with a customer? >>> put it in notes
- had a face 2 face meeting with a customer? >>> put it in notes
- created a new opportunity and put it in CRM? >>> oh wait......notes doesnt show it? oh! but the record wall does! Yeah no....not the same
- sent an e-mail to a customer? >>> oh wait...again...notes doenst show it? oh! but the closed activities screen does! Yeah no!!!....not the same
See what I mean, catch my draft? I would like one screen and one screen only. And please do not compare this to a Facebook wall because yeah......it kind of what I mean but I dont wanna seem as though i need this because Facebook raised me that way.
One screen for all to see --- it's just logic.
Notes grid Including:
- link to e-mail with date+time+user
- created/changed/removed opportunities
- adds/deletes/changes to the account details
- and more...
But to make it simple and not ask too much let's start wit h the first one:
>>> An automatic link to an e-mail with date+time+user that was just sent or received >>> in the Notes grid
Please tell me this is possible CRM?!
If you need more info to provide the answer, please ask!!!
And as always, the winner can contact me at luc.barendrecht@itcreation.nl to pick up a nice gadget!