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Apprentice
Posted
We've been using DayLite as our sales CRM tool for several years. Note that we are a production studio. To communicate with clients, we use an email helpdesk (Kayako). We would love to be able to use DayLite instead. Ideally, we would want to:
  • Send an email from an opportunity or project, not just from an org or contact as it is now
  • Have mail.app insert the opportunity or project name and/or ID into the subject line
  • When a client replies, have the mail.app DMI recognize the subject line and attach it automatically to the right opportunity or project.
Without this option, DayLite cannot be used as a full CRM.
Another suggestion could be to create a public http interface that would allow clients to insert comments or notes directly into the server-based database.
Anyway, I'm sure this is too big a request, but it would be worth lots to lots of us, I'm sure.
Please note that I have put this in the plugin/widget section but, ideally, this would be core functionality.
 
Posts: 29 | Location: France | Registered: July 20, 2006Reply With QuoteEdit or Delete MessageReport This Post
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