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.
Thanks for posting. I think we should really make this app ‘Contacts’ to allow to store clients, contractors etc
What do you think?
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.
David M. 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.
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.