Free, open source customer relationship management platform built in Ruby on Rails. Share your input!

+6
Keith Edmunds 5 years ago in User interface • updated 5 years ago 0
If a task is mistakenly marked as complete, there is no (apparent) way to restore it to incomplete. Suggestion: display the checkbox for completed tasks also, allowing it to be cleared if mistakenly ticked.
+3
Under review
Keith Edmunds 5 years ago in User interface • updated by Matthew Gow (Community Facilitator) 5 years ago 1
When converting a Lead to an Account, any information entered in the "Company" textbox on the lead should be copied as the default Account name.
Answer
I agree. Our most common use case is that a lead signs up via our web form. The we form captures a variety of detail including contact, account detail, interests and so on. We then do some follow up and we may subsequently wish to convert this material into a contact and/or account. But we don't wish to lose any of the information captured during the lead process.... not just the account name.
+2
Keith Edmunds 5 years ago in User interface • updated by rordevelopers 3 years ago 1
The "Quick find" box requires the user to select which category to search (contact, accounts, etc). I'd like to see a global search, selected by default, that searches all contexts for the entered string.
+1
Fixed
Keith Edmunds 5 years ago in User interface • updated by Matthew Gow (Community Facilitator) 5 years ago 2
Accounts tab, display an account. The address details at the top of the sidebar on the left have blanks lines shown. This appears to be because the Doctype is HTML, but the <br> tags have closing </br> tags, which isn't valid HTML (I believe, although I'm not certain, that it's valid XML). Removing the closing tags fixes the problem (Chrome browser; not tried others).
Answer
Resolved in latest git
+1
Keith Edmunds 5 years ago in User interface • updated 5 years ago 0
Example: display account tab. In sidebar, filter to show only certain types of accounts. In search box, search for an account of a type not currently displayed. There is no indication that there are matching, but hidden, accounts. This is confusing to users.
+1
Under review
Matthew Gow (Community Facilitator) 5 years ago in User interface • updated 4 years ago 3
It is now possible for users to create custom fields (and group them into field groups) on contacts, accounts, campaigns, tasks, opportunities, leads etc. However, it is not possible to view them. How can we modify the generic views so they can cope with an arbitrary number of custom fields and field groups.
+1
Brenden Sullivan 4 years ago in User interface 0

I'm considering Fat Free CRM as a potential solution and am curious if it's able to do this.  


Thanks in advance!

+1
isolde bramley 4 years ago in User interface • updated by Visa Parviainen 4 years ago 1

Hi, I am struggling witht he fat free CRM workflow, and particularly how it relates the documentation.


"Opportunities can be associated with a user, account, lead, and tasks."


I see no way of associating an opportunity with a lead.


What I would like to be able to do is manage the stages (as for an opportunity) of a lead before it is converted to an account. For a lead there is a status box, but if this is supposed to be used in a similar way as to the stage box in opportunities  then why does it have a different name?


I suspect, contrary to the documentation, that an opportunity is only for existing customers. If this is correct, then why does a lead not allow the same level of detail of tracking as an opportunity?


Thanks.

0
Brett Hardin 4 years ago in User interface 0

I know this is somewhere on the TODO list, but I didn't see it listed here.


I want to be able to edit the settings.yml in order to change them in the DB. This way I can configure IMAP, etc...

0
Alfred Nutile 4 years ago in User interface 0

A quick look can be seen here https://dl.dropboxusercontent.com/u/54803135/crm_error.gif


Basically every time I make a record I get 2.

This is a new install.

Ruby 1.9.3

Rails 3.2.13


Chrome browser


Thanks!