CRM - add searchable Skills/Areas of Expertise
I would like to search the CRM for people with specific interests or talents to assign to a task.

Hi Rick,
Thanks for posting. I think we should really make this app ‘Contacts’ to allow to store clients, contractors etc
What do you think?
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Rob commented
This would be great, as someone who partners with other creative it is really useful to be able to sort by skill sector e.g. Designers, copywriters etc.
Personally I think contacts should be global within freedcamp so that they're available across modules. For example, I don't want to add a separate client (invoice) and crm record - they should be the same record, available to use on either platform.
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David M. commented
+1
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Rick commented
From a marketing perspective, maybe Resource Management is a better name. Of course you would use it to manage all resources: customers, employees, project team members, vendors, etc. I saw on a webinar that you can make one resource the primary resource on a task, and also put a secondary resource that may be in a supportive role. To take Resource Management to next level maybe you could include a RACI drop down per task to indicate whether that resource is Responsible for the task (the doer), Accountable for the task (owner, typically a management level), Consult (Someone that needs to looped in so you don't get blindsided later), or Inform (someone that just wants to know what is going on - maybe a communications person or a manager that does not want to get blindsided). If you did this, then create a RACI chart. That would be an awesome deliverable for the project sponsor and project management. MS Project does not do this.
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Rick commented
I completely agree. A CRM is great for those that want a CRM. I want searchable resource pool to staff my projects. Generically calling it Contacts makes sense.