kevin.doran
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3 voteskevin.doran
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commented
*would be...
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0 voteskevin.doran
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1 vote
An error occurred while saving the comment kevin.doran
commented
Hi Jon. Hard to explain but in a nutshell because you can't currently handle a chain of events [i.e. automation at a later stage if that makes sense] we may complete a task that's worded as though it's sending an email but the email is really being sent based on the next task becoming active.
Hardly material in the grand scheme of things though.
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commented
I can see an envelope as been added next to tasks that have automation attached. Could we possibly have such a display as an optional feature instead of set in stone?
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commented
As a workaround we abbreviate the start of the task name. AS means auto-send, CTS means complete to send and Fill means a template needs to be manually filled.
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0 votes
An error occurred while saving the comment kevin.doran
commented
Thanks for sorting this guys, great work.
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3 votes
Hi Kevin,
It looks like your DropBox image is not working – can you please re-upload?
kevin.doran
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An error occurred while saving the comment kevin.doran
commented
Anything like this on the horizon guys?
An error occurred while saving the comment kevin.doran
commented
Hi
Yes I did notice - does the revise link I posted earlier work ok?
An error occurred while saving the comment kevin.doran
commented
Apologies, revised link here https://www.dropbox.com/s/phetvoilpwa8f28/CentreCRM%20-%20Filters%20on%20dashboard.jpg?dl=0
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4 votes
An error occurred while saving the comment kevin.doran
commented
The whole client/contact creation scenario has been mentioned so many times now it must surely be on the radar somewhere? The current process is really annoying.
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1 vote
An error occurred while saving the comment kevin.doran
commented
Yes, this would be wonderful! I for example only want clients to appear in my search results so being able to pre-set that would be great.
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1 vote
An error occurred while saving the comment kevin.doran
commented
Quite why it defaults to all is beyond me, in progress would obviously be the natural setting.
I agree with Trina's idea though.
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0 voteskevin.doran
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1 vote
An error occurred while saving the comment kevin.doran
commented
I agree with this. We don't currently assign tasks, just the job as a whole, but I definitely agree it would be a useful addition.
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2 votes
An error occurred while saving the comment kevin.doran
commented
Anything further on this? I've just taken on a part-time member of staff who i'd like to open the CRM to but I certainly don't want her having access to everything just yet. In this instance i'd like to see permissions on a client by client basis.
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2 votes
An error occurred while saving the comment kevin.doran
commented
This definitely needs sorting. The amount of times I create a new client, add some jobs (that contain auto or click-to-send emails) without adding a contact is quite frustrating. You then add the contact but it doesn't update the existing jobs so you have to either delete them all and start again or edit the existing job(s).
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1 vote
An error occurred while saving the comment kevin.doran
commented
If the job has already been created surely it's just a case of heading to jobs > filter by job type (or keyword) and then sort by deadline date?
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0 votes
An error occurred while saving the comment kevin.doran
commented
This would actually be really helpful the more I use the system..
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2 votes
An error occurred while saving the comment kevin.doran
commented
"You are asking that as part of the recurring job routine you can create a first job with different dates"
Or just allow the first recurrence to be in the past, that would solve the need for a workaround.
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0 votes
An error occurred while saving the comment kevin.doran
commented
How about something like this https://www.dropbox.com/s/y9zfs6ox06f86ye/CentreCRM%20-%20Dashboard%20emails%20widget.png?dl=0
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0 voteskevin.doran
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0 votes
An error occurred while saving the comment kevin.doran
commented
Yes, something like that would be good. As we're just kicking things off we're remembering which tasks have auto emails attached to them but long term I think there needs to be some kind of failsafe/prompt/reminder.
As an aside, I think you could also make better use of the screen you see when you click into a task. At the mo it just has the task name and the milestone. This is where it would be good to see any individual task notes (instructions for the task) as per https://centrecrm.uservoice.com/forums/249581-general/suggestions/8032095-add-notes-to-task and perhaps a reminder of what emails are attached to the task (at present I believe the only way to know that is to click the edit button?)
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0 votes
An error occurred while saving the comment kevin.doran
commented
Just to add further; these task notes created at the outset of the job creation would perhaps be more hints/tips/instructions for staff members rather than used for ongoing notes.
kevin.doran
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Polite bump, would be a huge help.