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3 votes
Hi Rick,
Thanks for posting. Definitely not from PDF – I corrected to XLS.
Wouldn’t it be better to add more fields to My Account and display that information in CRM.
I am also thinking of renaming CRM to Contacts to display – team, contractors, freelancers, clients etc.
Cheers,
IgorAn error occurred while saving the comment 
Rick
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9 votes
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?
An error occurred while saving the comment 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.
An error occurred while saving the comment 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.
Rick
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You currently have the capability to import a file from Excel. That spreadsheet format would be difficult to give to a group of volunteers to fill out. Ideally it would be an online form that either updated the contacts database directly, or created a file/record that could be loaded, maybe after a review/approval. I was thinking about creating a word doc and vb macro to take the data from word and put in the proper excel format. But what if the contact did not have MS Word, which is why I suggested PDF.