Discussion Forums

Country Pull Down List

2010-03-13T14:25:03Z

In Contacts, Companies and Project blogs I would love to have a form field called Country but that has all the countries in the world already populated, like on many web sites pull down menus. For companies with projects all over the globe this will assist in searching and filtering by country without the risk of users using different variants of country names: eg: UK vs U.K. , Holland vs Netherlands etc

Thoughts?

new activity idea: basic excel sheet

2010-02-26T01:02:15Z

An activity that allows for adding a very simple table with basic calculation capability. It can be the same level of calculation available to tables in MS Word (+,-,*,/)
One example would be sales reports, showing % of targets vs. performance.

Of course, I can upload an excel file, but something like this would be more practical.

Filter for “opporunties managed by” screen

2010-03-08T19:12:41Z

We just started using solve360 and its great. We do have one request. We have some custom fields for revenue opportunities. We would love to be able to sort the “opportunities managed by” report in the activities dashboard by one of these custom fields. Right now they are organized by projected close date. We would love to see that sorted by one of our custom fields instead. At the very least, it would be great to sort these opportunities by something besides projected close data like by status.

Skype in contact hover over

2010-02-26T10:21:57Z

I love the Skype click to call launched in January, I use it all the time.
http://norada.com/forums/viewthread/238/

Would be great to hover over the contact or company that is in the ‘related to’ field and be able to click to call as well

How about a little social media?

2010-02-03T01:34:43Z

With the social media age upon us, I think it’s important to have some sort of integration with Twitter / Facebook / LinkedIn streams for contacts. And even killer feature would be pulling in mentions of my company from each of these social sites into a dashboard in Solve360. This would give me a one-stop experience for all my biz communication needs - and save me tons of time.

And, in general, if there’s any mention of integration with social media planned, could anyone direct me to forum posts?

Gantt Chart vs Activities -> Show Timeline For

2010-02-20T17:22:21Z

I would like to throw in my suggestions for a ‘real’ Gantt chart in the Activities -> Show Timeline For window.

This would mean being able to select not only the end date of the Task List or Task, but also the start date since that would give you the capabilities to actually state that a specific task should take: X or Y days or should be done in conjunction with or after another Task List or Task. Currently all tasks start on day 0, so there is no way to gauge how long a task should take, or is scheduled to take in your project.

One of the cool features of the current design is the ability to drag the end date of a task from the Show Timeline For area. What would also be really useful and could be done in conjunction with the above is:
1) to be able to add Task List and Tasks directly from the Show Timeline For window. (Currently we can modify the current Task List and the Tasks within the list)
2) be able to re-sort the Task Lists and Tasks from Show Timeline For, like we can directly in the project blog
3) then be able to select the start time, such as start at end of previous Task List or Task etc.
#1 and 2 seem like they could be done pretty easily since this functionality is already available in the other windows. #3 is more of a substantial change I suspect

Last request somewhat related to Task List: Have the ability to assign a Task List to a person and that would then make that person the default Responsible For in each of the Tasks. This would just save selecting the responsible for for each task if we have a long list, or if you forget (not that I’ve ever done that and wondered where my task went - hehe!!!)

Would anyone else find these features useful?
Any other ideas for this area of Solve?

Navigation Bar Feature

2010-03-05T12:09:06Z

I would love to have the option of having a navigation bar at the top of the screen instead of needing to use the sub-navigation under “workspace.“ I know the design is cleaner without a navigation bar, but it would make getting around *much* easier for me.

Thanks!

Integration with MailChimp

2010-02-03T01:21:35Z

I see you already have integration with Constant Contact. I’d love to see integration with MailChimp.

I’ve been an Aweber user for 7 years and am now switching to MailChimp not only because of its massive feature set and incredible reporting, but because it integrates with other solutions I use such as FreshBooks (already saw the comment about working on integration) and OutRight (accounting).

One thing to keep in mind, after an extensive test with MailChimp, I like it enough that I’m willing to give up the excellent one-on-one phone support from Aweber for the feature set, flexibility, power and integration with MailChimp - who has no phone support at all. Think that says something.

Creating a ‘Companies’ tab

2010-03-04T15:04:56Z

currently Companies and Contacts (people) are both under the Contacts tab. Would anyone one find it a bit easier/quicker to have a Contacts tab and a Company tab?

Default assignee for task?

2010-02-22T08:58:47Z

Currently, tasks do not have a default assignee. Would it be an option to set the default assignee of a task to the assignee of the project blog or the contact the tasks is created for? Almost always, my guys now have to set the assignee to themselves if they’re dealing with their clients / projects.

cheers,
Alef