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#1 Add Interaction feature & info

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nobody
5
2005-12-29
2005-12-29
Anonymous
No

I would be a nice addition on the "Add Interaction" to
show some basic information about the lead, so you
know who you're talking with, instead of having to
click back to the previous screen.

Also, a button or 2 that allow the user to page
through to the next (or previous) lead in the list, as
chronologically sorted.

When I'm calling prospects, I make notes. It would be
much more efficient and FASTER if I could just click
a "NEXT" button after I make my notes and be on the
next lead in the sorted list.

Maybe the ADMIN section could have a way of setting up
which fields to view on the Add Interaction page. As,
I might want to know various things about the lead on
my screen, depending on how I have Daffodil CRM set up.

Or, maybe it could use the "VIEW" interface to set up
which fields are viewable.

This would be a VERY handy feature and improve usefull
efficiency!

Thanks for the great program! Please keep up the
great work!

Mike L
Phoenix, AZ USA
mailme1@57mgte.com

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