Organisations as contact-like objects
Posted: Mon May 04, 2015 9:24 am
Hello together!
First of all (because this is my first post in this forum and I want to stand out the value of your work): big gratulations to the most useful contact-management-system out there!
What I desperately seeked for was a CRM-like contact management, just without the selling stuff. I wanted to have the ability, to easily reach all specific client data an information (which v-cards just can't contain) and document processes (working in the social section). Your DW is the most extended contact-app, which is affordable and doesn't bind its customers by monthly fees nor forces them to synch to foreighn servers. THANKS
So here's my FEATURE REQUEST
Imagine, you have some coworkers in a specific team, which you describe by a company called TEAM. This could be a project-group or something like this. Each member of TEAM has its own file (the contact you know) containing documents and everything. But now you have docs that don't really belong to ceratin membert but more to TEAM. It would be awesome to be able to link documents to this company.
Further there probably will be meetings and dates, that concern all members (or eventually only members with a certain title?!)... It would be awesome to be able making dates for TEAM, which are also linked to its members (or to its members with that specific role).
A settings-section for each company - just like that you worked out for groups - would be very helpful. Being able to sort organisations hierarchical would be absolutely wonderful. TEAM is a project-group of SECTION, which by itself belongs to ORGANISATION: ORGANISATION->SECTION->TEAM
Thank you a lot for your efforts!
Best regards,
Steffen
First of all (because this is my first post in this forum and I want to stand out the value of your work): big gratulations to the most useful contact-management-system out there!
What I desperately seeked for was a CRM-like contact management, just without the selling stuff. I wanted to have the ability, to easily reach all specific client data an information (which v-cards just can't contain) and document processes (working in the social section). Your DW is the most extended contact-app, which is affordable and doesn't bind its customers by monthly fees nor forces them to synch to foreighn servers. THANKS
So here's my FEATURE REQUEST
Imagine, you have some coworkers in a specific team, which you describe by a company called TEAM. This could be a project-group or something like this. Each member of TEAM has its own file (the contact you know) containing documents and everything. But now you have docs that don't really belong to ceratin membert but more to TEAM. It would be awesome to be able to link documents to this company.
Further there probably will be meetings and dates, that concern all members (or eventually only members with a certain title?!)... It would be awesome to be able making dates for TEAM, which are also linked to its members (or to its members with that specific role).
A settings-section for each company - just like that you worked out for groups - would be very helpful. Being able to sort organisations hierarchical would be absolutely wonderful. TEAM is a project-group of SECTION, which by itself belongs to ORGANISATION: ORGANISATION->SECTION->TEAM
Thank you a lot for your efforts!
Best regards,
Steffen