I'm curious to know if there is a feature that I think is quite useful.
Basically it is the ability to create custom views that you could choose in either the accounts or contact area of Sugar. I know you can opt to just see your accounts/or contacts, as well as do a search on them.
The thing that would be useful would be to be able to define what the view is and then be able to pull down the selection to filter your view based on that selection.
For example you may want to categorize them by:
State
Product interest
How hot/cold they are.
We are presently using another hosted web based CRM program that has this feature and it is very useful. Considering changing at this point but would like to know if this is planned or there that I'm not seeing it.


LinkBack URL
About LinkBacks



Reply With Quote
Bookmarks