Settings and activity
5 results found
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12 votes
Hi,
Before we created Dashboard we had another idea – https://www.dropbox.com/s/y9r8jyqkv7nxg3j/Group-Tile-2-45434.png?dl=0
Probably we should consider here just another view which includes more info about each project as you suggested.
Regards,
Igor
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14 votes
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commented
It's probably best to just improve the existing CRM product you have. All opportunities need to be connected with the companies and/or individuals they are for anyway.
At a bare minimum, a sales opportunity in a CRM module needs:
- Company/contact it's for
- The $$ amount that the sales opportunity represents
- Status (ex: lead, qualified, proposed, negotiating, closed (won), closed (lost)
- description of the opportunity
- notes (sort of like how discussions work)
- tasks/to-do's (like your existing ones)* It would be great if there was a simple way to get emails recorded into the system and recorded against the opportunity. Email conversations are often a very important part of the sales process, and tracking the opportunity through the process. Basecamp, Highrise, Insightly and all the other systems have some sort of unique email that you can forward messages to in order to get them stored against your opportunity. And Insightly even has an awesome gmail widget that shows up at the bottom of your emails which allows you to store the email against any opportunity you've created in your account. I don't know if this is possible for you guys, but the functionality and ease of use they've created with this is hard to beat.
I am currently using Freedcamp for all my projects, but Insightly for all my CRM related stuff. It's an excellent solution and provides everything you need to stay on top of your sales opportunities. And it's free. Their model is kind of like yours - the main system is free but add-ons for additional storage and premium features have a tiered monthly fee structure.
Lastly, being able to convert an opportunity to a project would be really nice to have, but it's not an essential "core" feature that I would want.
Most of the CRM systems I've tested have rates between free and $20 per month, but most are in the $10 to $15 per month range. Your CRM solution would need to be on par with some of these other services - offering the above described features before I would be willing to pay for it.
Good luck with getting a sponsor for your CRM improvements. That would certainly make it easier.
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commented
Insightly has a pretty good way of doing this. Opportunities are like tasks - in that they have files, tasks, discussions, etc. but there is also some fields for the sales amount which the opportunity represents, as well as some sort of scale for measure where the opportunity is in the process (lead, contacted, proposed, negotiation, closed.
There are also reports so you can see how you've done over time (how many won, lost, abandoned, etc.). Opportunties can also be converted to projects which I found useful when I was using Insightly for everything.
The biggest thing is to have something that helps you track your progress through the sales cycle, so you can know where you are when you go to the page that shows you your opportunities.
Insightly used a progress bar graphic to represent what stage of the sales cycle the opportunity was in, and you could define the steps of your own sales cycle.
Most systems that have something for tracking Opportunities or CRM sales cycles use some sort of similar system. Prosperworks has a pretty slick one and they use kanban view a lot for visualizing where things are in the process. Those are free to have a look at if you're considering digging in and gathering ideas for how you guys might want to do that.
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215 votes
We have two use cases here.
1. Making is super easy to work with clients. Clients can see only Discussion and Tasks which specifically marked as visible to them. Rest is not visible to them
2. Allowing true privacy – concept described by Caroline. Once this mode is enabled users can create private tasks and decide who they want to share it with.
@Caroline – I assume project and project group administrators should be able to see private tasks. Right?
NEW UPDATEProbably we should move Private Tasks and Private Discussions into a separate add-on which is not available by default.
We have requests for private tasks and we have requests for disabling privacy – when a teacher in a school does not want students to create private tasks at all.
I assume functionality similar to Private Discussions we already have in Freedcamp is what you are after.
OLD UPDATE…
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commented
This would be a great idea. I remember being able to do this on basecamp. Within a project, you could create a task list which was private if you wanted to. That would be a great feature for freedcamp, which is already better than BC in my opinion.
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25 votes
We are already working now on a new concept called Dashboards that will support the Summary widget (pie, bar, battery, or card output), Table, and Buttons widgets. Essentially dashboards are custom reports and you can create as many dashboards as you need with as many widgets with drag and drop capability to set your perfect layout. Eventually, Dashboards will supersede the Widgets page. Dashboards can be private, shared with all team members (new members will see it too) or selected team members. Initially, dashboards will be added to the Enterprise plan.
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commented
This would be great, although I don't think the reference to the Wall is accurate or relevant to this request. River's request (and mine) is for a way (within a project) to see a log of activity (latest activity first). The main widget page already has this but it's only for that page. We want something like this that is viewable WITHIN a project, so you're only seeing the activity for that one project. The main widget page would not be a good place for this since you have to get out of the project you're viewing. I may be wrong, but I'm pretty sure River's request pertains to activity in tasks, discussions, and files.
I think this addition would be invaluable. It's already possible, considering you can do this with a widget on the main page. Just need to add that inside each project area.
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4 votes
We are already working now on a new concept called Dashboards that will support the Summary widget (pie, bar, battery, or card output), Table, and Buttons widgets. Essentially dashboards are custom reports and you can create as many dashboards as you need with as many widgets with drag and drop capability to set your perfect layout. Eventually, Dashboards will supersede the Widgets page. Dashboards can be private, shared with all team members (new members will see it too) or selected team members. Initially, dashboards will be added to the Enterprise plan.
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I'm sad to see this never got much traction. I would really love to be able to see "last activity" date and time for projects on the projects dashboard. That would be awesome.