EditSalesdesk Pretty Urgent work-
Test each feature and see if it is making sense. Spend a few hours running through the site and making notes.EditStyling-
1. Menu system to look like Distribusuite.
2. Change buttons to new style Ed is using in Distribusuite (DS).
3. In country dropdown, put US at the top.
4. Add date modified
5. Really make sure custom fields are solid. Items like last item bought, etc.. Envision a salesman using.
6. Popup to confirm deletion. Also received error in info panel when deleting. And a bunch of nulls.
EditEmailer-
1. When sending email need the ability to have more detailed html box from mass email system. See me for details.
2. Font style still was stripped when not selecting font.
3. Need mass emailer for groups. Test.
3. When adding to a group we need to see the group description.
4. Pager in group details user section does not work.
5. Contact list view missing print button now.
6. Contact list view, need to be able to narrow by group. Dropdown?
7. Search in Calendar customer.
8. Invite others on events.
9. Events are not moving to history. Make sure they do when they pass.
10. Search is erroring on live site. Make sure it searches, Company name, customer number, first and last.
EditGeneral-
1. Need template to import contacts
2. Export contacts errors.
3. Map to icon.
4. Verify Address icon.
5. Rename metrics to reports.
6. We need to define reports.
EditDocuments-
1. Buttons are goofy.
2. Documents should limit to real contacts.
3. Style issue in process documents quotes.
EditGroups
1. In groups add columns for description and shared by.
EditOther-
1. Licensing control.
2. Set reminder time while setting appointments, see number 7.
3. When entering software I would like an ajax popup of my activity for the day if I have one. Maybe reminder time in schedule. Would be even cooler if it came up ore often until dismissed.
4. Need to print all calendar views. Week view is bad.
5. Export contacts was unreadable, must be new version of excel.
6. Need format download for import.
7. When viewing groups, we need a button to add a contact.
8. Search is weak as far as usability.
EditReports
a. Number of users, number of contacts each user has, number of logins over a period by user. Hmm more thought here. As an admin I would like to see how much my sales staff is interacting with contacts. Follow ups, open items, etc.. And print everything to pdf.