Hey there, and welcome to the club! These are some great ideas and feedback. My 2 cents in response below.

photogenec - Dec 15, 2009 01:08am

We’ve had Solve for a few days and already we’re in. . . Here’s some ideas we’ve hammered together. . .

Expanding Notes. Some notes may get long. I suggest having a Title Field for each formatted note. Next to that Title Field would be a small expand/contract icon that would toggle the note open and closed. The drag move function would be more productive if the tool was only moving one line titles instead of paragraphs of text.

I like this idea a lot as notes can get really intense. This goes well with your time stamp idea.

Saved Searches. The creation of saved dynamic searches would be a great edition to the powerful criteria searching in Solve360. Users could create searches and pool them.

while not totally this, you can set up your tags to get similar types of functionality. I agree that a more robust saved search a la the templating seen in blogs and contacts would be nice.

Paragraph Tagging. Independent paras pasted from online sources would be tagged within notes and emails. Search results would produce a summarization document that could be reviewed, emailed, published, archived.

  You can format notes to embed pretty much anything you want, so in a way, this might be close to what you’re looking for - also building a section with all the associated content you need would be another way of achieving this.

Outline Activity Item. A user would choose Outline from the Activity Menu then select the outline format. Users could use the Outline Activity for planning, development, script writing, etc.

  Have you had a look at the templating functionality in Solve? You can save a layout and redeploy at your whim now, but maybe you’re looking for something else?

Image field for companies, contacts, blogs. Users could drag and drop logos, photos, avatars, etc on the one image field available per record. A nice touch for records being shared with clients.

this would be nice for sure.

Table Activity Item for companies, contacts, blogs. Users would select a Table entry from the activity menu. From a nested menu, users would select # of columns and rows. Spreadsheet data could be pasted from Excel, Google.

you can now embed google spreadsheets into a note and have it show up and be editable at the momement. but something more robust would be nice, not a dealbreaker for me personally.

Email Hover View. A user would hover the mouse over a linked email entry to view the email. Users could then simply click within the preview to reply, forward, etc.

  My guess is this is coming, as they just introduced the hover ability to other areas (particularly related to fields).

Nested Project Blogs. Users would drag one blog entry into another to create a nested or sub-blog. Blog collections could be collapsed and expanded.

this is definitely one of my big wants, as i use a lot of blogs for research and then when the project goes live, i’d like to keep some things separate and then move certain information over as the project progresses.

Nested Contacts within Companies. Nested view would list contacts under related companies.Other contacts could be dragged into the company listing.

  This is kind of there now, as companies do pull all associated contacts - drag and drop is one way, but as of now it’s just “start to type” and complete - which i prefer (i’m more keyboard than mouse tho…).

Thanks for the review. Always helpful to have my ideas tested and confirmed / refined by others.

Very valuable remarks!

Expanding notes - when hovering: content displayed
Saved searches - like the preconfigured task lists
Paragraf Tagging - like google search?

And again, sorting by time stamp including individual e-mails. (We copy e-mail headings into a note, then users find the e-mail in the e-mail box by date.)

Great tips guys, I particularly enjoyed the point:

Solve360 works completely opposite to that old school paradigm. Solve shows ‘Here’s what’s happening and here’s what we need to do about it.‘ End of story.

Thanks…

Some great ideas here!  I would particularly vote for the collapsing notes.  The only workaround currently is to put them under a section header and collapse everything which is not so pretty.
I would also the endorse the point about the Solve paradigm.  My team love it.