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Simple CRM - Feature Request: Some Common Features


1) Label wizard for A4 laser labels.
2) Import wizard for data from other systems.
3) UK, US and European address formats
4) Analysis/Grouping by user definable categories, parent company, industry, status, sales manager, salesman, sales area, support area
5) Customisable mailing list selections
6) Users can choose to have mail notification when new data has been added for their particular area/customer Geography
7) Data can be marked private to restrict who can view it (user needs administrator approval before he can use this feature)
8) Time logging and Timesheets
9) Action to do list with automatic reminders generated in users mail box
10) Standard letters facility
11) Daily, weekly, monthly activity reports available by user - particularly useful for sales staff
12) Incoming letters and faxes scanned under contact name
13) E-mails written and saved directly under contact name
14) Enquiries Logging



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In this field owners can describe what they have done or want to do.

You can use the rich text editor for rich text formating. You can also enter HTML to embed objects, e.g. to embed a YouTube video or a screenshot of the project. In this case use '[' and ']' to mark the passthrough HTML as such.

Please note that the first time you use the new UI your description is converted from rich text to MIME. You might want to copy and paste the raw plain text from the old UI in the new UI so that you don't loose information.