Background field?  For sure - click “Show Form”

Dare I say “D’oh”?

Stars?

What’s the theory behind all team members being able to see stars that just one member highlights?

We were thinking of using this feature to keep active contacts at the top(s) of our respective lists, but . . . .

The stars are great to use for this.  There are many times when I need to call someone multiple times re myriad details and using the star and then sorting by that column is a good gimmick.

But this doesn’t work if we are all seeing each others stars.  Even being able to use different colors would work.

Or back to the top of this, you can explain the theory and we might be able to adapt.

Thanks

The star is provided to indicate that the item is important, or you want it to stand out for some agreed upon reason.  It’s an alternate way to quickly / temporarily group contacts e.g. if you were paging through lists to add many contacts to a category, delete, export a list etc.  It’s really up to you and your team.

When considering security it’s important to keep things simple.  So in this case if the contact is shared, all the information related to it is also shared including, it’s flagged/starred status.  And if private, then you guessed it.  That way there is no confusion as to what people can / cannot see and do.

If you want to remember to do something for a contact you should create an event or task as these items will show up in your next action list (al a to do), calendar and history etc.

There are a couple of ways to keep active contacts at the “top of your list” e.g. one way is to use the assigned-to contact field.  When you choose this option from the filter each user will see the contacts that are specifically assigned-to them.  You could do similar things by using a variety of categories, field searches etc too.

Customizing form fields:

Love the little red/green buttons that allow us to choose which fields show in list form.

Took some effort to insert a text field above the “assigned to” field.

It wanted to go at the end of the left side instead of top on the right.  We finally did prevail but took some doing.  Might this get easier?

Inevitably as browsers improve the handling of drag ‘n drop functions will get better.  Remember, it’s a web page <g>.

First off, we are beginning to use the Activities section and it seems to work well.  Thanks so much.

I have, however, been queueing up some tasks and it took awhile for me to figure out why there weren’t showing in my Activities section.

As I understand it, the present system requires that we create a title for the task list and then enter a task as a separate item.

One must enter the Title AND the task in order for the task to show in my “next actions”.

Am I using the right function?  If so, is there a shortcut so that I don’t have to create two items for one-off tasks?

Yes, tasks are grouped under a “Tasklist” parent, they get special features along with relationship as well e.g. grouping, sorting.  We’ve considered the idea of also adding independent tasks, similar to events, it wouldn’t be difficult, but we wanted more time to explore the tradeoffs and get feedback from users before deciding.  I presume you’re +1 on this already?

BTW we introduced a minor bug this morning related to showing the task’s form properly.  It should be fixed-up tomorrow.

You are SO fast with these replies.

Just to be a bit clearer - I really DO like the concept of creating a list under one title.  It works well for that.

The one-off task is a bit cumbersome, and what you propose sounds good but it might also seem confusing.

Is there anyway to change the “Title” to a “Title/Task” and have it show in the next actions?  Would that make sense?

If need be the current situation will works - but as I said before, it took awhile to figure out on my own.

I am loving this app!  It is now such fun.

Thanks.

Hmmm.  Interesting, lets ponder that idea for a bit.

Perhaps if a tasklist has no tasks, it “becomes” the task.

Exactly, except that you stated it better.

On another note we love the flexibility of your form fields.  For instance we have an “other phone” field in which we enter 10 digits, then <tab> to format and then enter text that describes the number, ie.

(714)555-5500 Weekend Retreat

Very cool.  Sounds insignificant, but no other system (that we know) can do this.  Whoo Hoo!

Just wondering if this can be done:

I am editing a bunch of contacts, all of which are listed in the left hand navigation pane.  I would like to open and edit each contact on the list, but have to click on each one to open it.

Can it be possible to just arrow down that list instead?

Not currently, but perhaps when we sweep through the system and assign short-cut keys to common functions.  Thanks for the tip.

ah!  A shortcut key.  That would work.

Just prefer not going back and forth to that mouse, if possible.

Thanks.

All in all, everything is going really well.

Is there a way to refresh without re-launching the app?  We need to refresh often and the F5 key relaunches and returns us to Activities, so we have to invoke a filter, etc. to get back to our work.

Also, will we always need to switch back and forth between contacts and companies to search, or will that functionality be combined at some point?

Thanks.

That’s great to hear.

What item/window are you needing to refresh?  There is a Refresh button on the Contact and Blog forms that will reload the content related to that item (fields and activities).  If that doesn’t do it maybe there is another issue we need to look into.

Yes we are thinking about that but there are some challenges to work through e.g. when displaying in horizontal view the fields are different etc.

Yikes!  I just tried to link some emails to a company record and got 5 pages of them.  I think it attached my entire drop box, but I only want to attach those that actually have something to do with the contacts from this company.

From the company record I used activities/linked e-mail.

Please advise. Thanks.

Check the company name and website fields.  This is what the dropbox is linking to.  No harm in linking to everything, you just need to verify these values are specific / broad enough to catch the messages you expect.

Hmm.  The e-mails are linking a little too well to Company records.

This time around the company name is Hager Pacific Properties

I looked through a few of the linked messages but couldn’t find any of those words in a couple.

Do you think its linking to just one word, ie. Pacific?

If so, that linking needs to be tightened up or is there another way to be more precise in linking to companies?

Yes it looks like it is having a time with the company name value.  I’ll have another Engineer take a look at this tomorrow.  Is there a website / domain name you can try in the website field?

Darn!  Forgot about needing to enter the website.  It works beautifully.

Lots of little things for us “minions” to keep track of - Thanks for the reminder.

This ROCKS!

I do not have a question, and I do not have a suggestion. I have a comment.

Solve360 IS REALLY GREAT!!!

I am using it all the time and think that from my perspective, all the bugs have been fixed or are very close to being so.

I love it!!  (But don’t forget the email thing)

Thanks for the really great work

Bruce

Bruce is SO right.

That said, I do have a little suggestion.

when I enter search criteria, and only one item shows in the navigation pane, can I press <enter> to select that name rather than using the mouse to click?

Thanks.

Kathleen Howard - Aug 26, 2008 03:34pm

when I enter search criteria, and only one item shows in the navigation pane, can I press <enter> to select that name rather than using the mouse to click?

Cool tip, adding to the wish list . . .

bruces - Aug 26, 2008 03:29pm

I do not have a question, and I do not have a suggestion. I have a comment.

Solve360 IS REALLY GREAT!!!

I am using it all the time and think that from my perspective, all the bugs have been fixed or are very close to being so.

I love it!!  (But don’t forget the email thing)

Thanks for the really great work

Bruce

Thanks for taking the time to pass along such great feedback Bruce.  Developing feature-rich applications for the web is challenging (to put it politely). Positive words like this do wonders for the soul.

We’re pretty excited about the progress we’ve made and expect that to continue through the fall.  If you haven’t heard yet we will be “launching” Solve360 at the Office 2.0 conference in San Francisco Sept 4th. With some luck it might start to get a bit more crowded around here.

Still having fun with you killer app . . .

Would like to see contacts on the launch instead of activities.  Anyway to designate that?

Thanks.

The windows and their position are remembered between sessions.  I think there might be an outstanding bug on remembering the stack order though.  Is this what you’re referring to i.e which window starts with focus?

Are you working on the navigation pane?  It has disappeared a couple of times on me.

Just wondering . . .

Maybe I’ve had too much caffeine?

Yes.  I always close from the Contacts screen, but the app always opens to Activities.

We’ll start getting the order right soon . . .

Thanks so much for your attention to the stacking order.

Suggestion:  When launching a note (from Add an Activity) can you cause the cursor to appear in the note window rather than requiring a mouse click?

The app is really a lot of fun.  Good work!

Yes we’re tracking that one on out lists too.  Every time a field is presented the cursor should automatically be positioned there.  We’ll probably need to wait for some dust to settle first; seems to be a moving target currently.

Thanks!

THe activities tab;

any way to print out the calendar and activities displayed
and
even better
a single sheet on all data for activities for a week?

We’re holding back on testing and releasing print styles until all the functionality has settled in; looking at about 3-4 weeks.  We know they are important.

bolgs:
The example suggests a contractor utilizing it as a project management tool.
We would like to use it to plan events like weddings,
small three day meetings.

It would be useful to prepare a printed sheet of a blog’s activities to review with a team leader and the team.
This would help in implementing the blog as a hands on management tool.

Sounds perfect.

Just to let you know, next week you will be able to “publish” the Blog to a specific external user e.g. your customer.  So, if appropriate you could create a page for a client to view, comment on etc.

blogs:
the activity listings,

attempting to get everything in order,

eg:
say for the actual xx wedding at say 10am
followed by task list for each department involved with their respective tasks.

then the next action for the same wedding (blog)

xx wedding reception for the xx wedding
followed by task list for each department involved with their respective tasks.

with this (or maybe a better set up) THE GM can see the day’s events on the activities tab then in the blog see each time dated activity a list of who is to do what.

Anyways:
am having difficulty using the move button. With multible task lista cam move one (maybe) the others will not move.

Just noting this.

activities calendar entries;

suggestion-
i am in the activities tab
click on an activity,
the activity item opens up,
one of the items shown is to show event as activity for ......
this is great

to get to the source bolg or contact shown there that this activity is extracted from we currently need to search the appropriate tabed area.

Is there any way to enter a link to the source simular to the link fron company to each individual contact ???

Yes, if you start typing in the “Activity for” field it will automatically help you complete the entry (autocomplete) and link the event to that item.

Kathleen Howard - Aug 27, 2008 01:55pm

Yes.  I always close from the Contacts screen, but the app always opens to Activities.

Preserving window order is in now supported and will become active the next time you restart the browser.

ok,
a quick comment/ suggestion

from goldmine

the ability in a sorted list to replace one field with another field’s contents or another new value.

would help cleaning up the data base.????

just a question;
how do i look into the dropbox and delete items??
I noted this feature is there some where.

Deleted items are accessed from the “Bin” located on the desktop (bottom left).

Dropbox items are accessed from the “linked emails” activity in contacts/companies/blogs (messages that match the criteria for each are displayed in a list)

Yes,
I have been working this way.
We have chosen NOT to forward everything automatically to the dropbox,
however I know the staff has sent e-mails that there is no contact for or the contect or blog has been removed.

How woulds i weed out these no longer needed items that have nothing to attach to ??

You could create a contact then enter the dropbox email address as the contact’s email address.  That would link all messages in the dropbox to that contact.  Then you could scan through a single list quickly.

tooooooooooooooooooo
easy,
thank you

I have been monitoring this conversation because we have the same problem.

What a great idea and, yes, it almost is too easy.