Discussion Forums

Toutapp integration

2012-02-07T19:59:19-07:00

I searched for ‘toutapp’ in the forum but there weren’t any returns, so I’m not sure if this would be useful for people.

Does anyone here use Toutapp? What is your experience?

It already integrates with other CRM’s so maybe S360 could be next?

Although I do have S360 pushing to Google so at least my contacts are in Tout, but I’m sure there might be some other advantages to a real integration with a CRM.

Project Blog Import .csv file

2011-09-27T16:25:15-07:00

Can you import csv data files into Projects? I have tried several times now and it’s not picking up my data. Thanks in advance ...

“Add Link to DropBox” - Please!

2012-02-02T12:23:31-07:00

That would be really helpful.. integrating Solve and Dropbox

Importing query

2012-02-01T09:17:50-07:00

Hi Everyone,

We have been using Solve360 for a few months now and we love it, but we have a lot of data in our old CRM, Capsule.

I have imported all of my contacts and companies, but does anyone know of a way to import activity data?

Thanks in advance,
Debbie

Feature request: a logged call to be connected to a blog as well as to a contact

2011-09-09T05:16:27-07:00

First of all I was surprised that it’s not possible and then I was surprised that I couldn’t even find this kind of feature to be requested so far. Though I thought it should be a pretty much basic feature for a CRM(?)

That’s what I mean: If I log a call into a Project Blog, I’d like to select one of my contacts (the one I just spoke to) from the contacts been inserted already.
This way the contact would not be just a name typed into the memo, but a particular contact with all its background just a click away.
This way I could see all conversations (not depending on the contacts) in a Project Blog and I also can see all conversations (not depending on the topics) been held with a particular contact when I open it.

Isn’t it really a basic idea for a CRM?

And well.. a further ‘nice to have’ feature would be to insert a follow-up or next step by just checking a field and selecting a due date in the same dialog (anyway, during most of your calls you agree a next step to be taken).
But of course, this can at least be easily done separately, that’s why it’s just a ‘nice to have’ feature unlike the first one.

Filtering Activities

2012-02-07T16:46:32-07:00

First of all I like Solve360 very much. I have used all kinds of CRM’s in my different companies. But the approach of Solve360 is very nice and intuitive.

What I would like to see is the possibility to filter the activities when you are on a contact, company or blog page. Filtering by activity type or data range would be great. Now the list is growing and growing.

Problem with Activity, “Upload files from your computer”

2011-10-30T01:38:18-07:00

When adding the Activity, “Upload files from your computer”, a link to the file appears in the Activity List.

Clicking on this file link should OPEN the file for viewing in a new tab if it is type PDF, jpg, png, bmp, gif, wmv, mov, mp3, wav or other common Internet media types. Currently, clicking on the link DOWNLOADS the file you just uploaded.

The purpose of adding such an Activity is to provide users with access to this file in context of the Company, Contact or Project, either to view it, to download it to their computer or both.

I argue that the primary reason for the link is to view or play the document in context. If users could view or play a document by clicking on the link, they probably wouldn’t need to download it.

Since Solve only offers to download the file, the only way to view or play it is to first download it, then open it.

I just don’t understand why this link doesn’t open the file for viewing it a new tab as with most other programs. If you want to download the file, simply right-click the link and choose “Save link as…“.

Please consider this change so we can all add reference documents for viewing without having to put files onto Dropbox or box.net and using web-links to them.

Thanks very much.

Task management by categories - new feature option?

2012-02-03T09:23:10-07:00

Greetings. The ‘follow up queue’ functionality is going in this direction, but…

I think it would be a great to a be able to group tasks based on a customized category in addition to the current group-by-date functionality.

As many of the leading task-management methodologies acknowledge, it always feels great to attach specific dates to individual tasks, but then two minutes later a high-priority item comes out of nowhere, needs to be addressed, and then all the less-important tasks need to get bumped back by a day or two. You then have to adjust the dates on each of them, or suffer an increasingly long list of overdue tasks shouting at you in stress-inducing red.

I think it would be great if you allowed folks to create custom categories (e.g., Today, Tier 1, Tier 2, Tier 3), and then:
- Be able to view those task grouped by category
- Easily drag tasks between categories as your priorities change

Would love if others had ideas to contribute around this…

Thanks!

Queue a Follow Up: 2 issues

2012-01-17T16:56:57-07:00

First let me say that I love the new Queue a Follow Up. We can now keep all our prospecting tasks and follow ups separate from the main tasks which need to get done in our business.

I found 2 issues though:

1)If we have Company/Contact data stored on the TOP (vs the LEFT), we can’t check off the Follow Up because the hover over is in the way. Please move the hover over to the right, like on Tasks

2)The Follow Up activity only has a Description, not a Title and Description like Tasks do; this is OK (but not ideal). The main issue is that if we write notes on different lines when the Follow Up is open then all get transposed to one line. However this doesn’t happen when viewing the Follow Up in the Follow Up Report. The use case is this:

I have a Follow Up for a prospect, and I want to list all the times I’ve tried to reach them, or put notes if I’ve sent an email etc. It’s much nicer and easier to see in a list top to bottom than on one line. The Tasks already operate this way. It would be great if you can tweak the Follow Up to work the same way.

Proposal Generation

2012-02-07T15:52:02-07:00

Hi There!

Ive been looking at automating the process of bringing a client onboard, from the proposal process, through to the onboarding project (through a project blog), then converting this into a full customer contact, and managing the whole process (hopefully!) through Solve.

The web based software I’ve been exploring so far to do this sort of thing has been Quoteroller.com, proposable.com, gettinderbox.com, quoterobot.com and quotegine.com for instance.

None of these appear to have a published API, although some of them do claim to integrate with other platforms such as Highrise or Capsule.

My question is: Does solve have anything similar that it does integrate with, or, what is everyone else (other solve users) doing to accomodate this process? Lastly, say I find a product with an API, is it at all possible for me to build my own “glue” and extend solve to integrate with a non-approved 3rd party site such as quotegine.com?

This seems like an obvious fit for a CRM platform, being able to qualify a lead, turn it into an opportunity, produce and send a proposal, and get immediate feedback on wether or not the client has accepted the proposal, all in one interface!

Id love everyone/anyone’s thoughts or input!