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CRM sub-activities
It would be nice to potentially future have the option to easily compose sub-activities. Not having the option to easily compose CRM sub-activities, user may potentially not easily find out results from the previous activity (ies...) -
Mexico Year end closing option for equity reserves
Future featuring the option to include year end closing equity reserves, maybe potentially helpful. Not having the option to identify retained earnings and visualized corresponding % percentage and/or amount reserved for equity, user may potentially not visualized source of potential reserved equity.
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CRM event coordinator ePortal role
It would be nice to future include option for CRM business prospects event coordinator. Not having the option to include CRM coordinator from web site portal user may potentially not be able to easily coordinate events to business prospects. -
Human resources event tracking
Future featuring the option to potentially track human resources event tracking might be potentially nice to future include (e.g. employees, applicants, management, investors, business partners, etc...) Not having the option to easily plan human resource events, user may potentially plan and distribute events invitations in a conventional way. -
CRM events invitation tracking
It would be nice to future include the option after a CRM event has been created composed and contact person assigned, to easily track and distribute invitation notification, as per contact person invitation method of preference notification. Not having the option to easily visualized and follow up on contact person invitations, user may potentially not easily follow up on next action item. -
Library content web publishing workflow
It would be nice to have the option to include a workflow when a library has been composed before external web publishing, for purpose of review, approval, revisions, conditions, etc. -
CRM opportunity access to lookup new items
It would be nice to future feature the option to easily access to lookup new items long with new item library content. -
BOM design access to CRM library content
It would be nice to potentially future feature the option to easily link BOM designs to our CRM library content. Not having the option to link BOMs to library, sales representative user or sale team may potentially not be 100% familiar with contents. -
CRM sales marketing territories
It would be nice to potentially future feature the option to include CRM sales marketing territories. Not having sales marketing territories, user may potentially not be focus on our sales marketing campaigns on our new purchased-items, or newly manufactured items. -
CRM-Sales and marketing library content for catalogue non inventory items
It would be nice to potentially future include the option to update librar for catalogue non-inventory purchased items. Not including non-catalogue purchased items, user may potentially not be familiar with purpose of the purchased, product specifications, presentation, etc...