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Under review
How to add users to CRM entries, for information purposes?
Thijs Senten 6 years ago
in Home Portal
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updated by Łukasz Kaleta (Senior Customer Success Manager) 6 years ago •
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We register client calls etc. in the CRM module. Sometimes we want other colleagues (other users) to know about a call, an email etc.
It seems we cannot add users as associations. It's also not possible to add a notification/reminder for a memo type entry, I believe.
What would be the best way to include other users in these entries so they are updated when necessary?
Ideally, we would have this information on the dashboard. Let's say all new CRM entries for the last week, or the last 3 days, that are relevant to that user.
Customer support service by UserEcho
I raised similar questions a while ago and it seems that the CRM module is still rather limited with regard to your questions. We would also like to assign multiple users to an entry, add reminder to memos, and generate a weekly report on recently modified or added entries (added is possible, but modified is not available as a filter).
@XTRF: I could not find my last thread anymore. Might make sense to convert this into a Development Idea and start the voting process?
I can see your 4 CRM improvements requested on the Ideas forum: https://xtrf.userecho.com/communities/1-product-development-ideas#module_7/search/crm
I think Thijs' request closest to your https://xtrf.userecho.com/communities/1/topics/896-multiple-client-contact-associations-for-crm-entry but not exactly the same.