Marc Mertens

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  1. 27 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 12 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 12 votes
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    0 comments  ·  weclapp Business Apps » Projektmanagement  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 5 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 9 votes
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    completed  ·  1 comment  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Marc Mertens commented  · 

    Wir arbeiten in Kürze mit SCRUM-Techniken und zur manuellen (oder ggf. auch automtischen ??) Verknüpfungen der SCRUM/Development-Tickets (Ticket-Nummern) sollte es dringend möglich sein, dieses Zusatzfeld auch in den (Projekt-)Aufgaben zu befüllen oder einzusehen.

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  6. 935 votes
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  7. 199 votes
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    in review  ·  8 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Marc Mertens commented  · 

    Die Sortierung der Zusatzfelder scheint derzeit nach dem Muster von oben nach unten, sowie abwechselnd links und rechts zu sein. Das ist soweit OK. Nach diesem Muster passt es in der Kundenstammansicht zwar, aber in anderen Entitäten führt das zu Chaos, da Felder auch wegfallen oder hinzukommen. Es wäre optimal von der GUI, wenn die Anordnung der Zusatzfelder systemweit einheitlich dargestellt würde. Wir operieren mit mehreren Zusatzfeldern und einige davon, müssen der Übersicht halber gegenüber stehen (URL zu SiteID) bei uns.

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  8. 178 votes
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    9 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Marc Mertens commented  · 

    Derzeit kann man keine Ansprechpartner als "Ex-Mitarbeiter" oder ähnliches kategorisieren. Das ist aber sehr wichtig, da wir die Stammsätze vollständig behalten wollen und nicht immer alle APs aus den Kunden löschen möchten.

    Optimalerweise wäre eine Umstellung "aktiv / inaktiv" oder ähnliches toll. Und auf den Stammsatz-Übersichten sollten solche Kontakte dann entweder ausgeblendet oder direkt farblich markiert werden.

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  9. 277 votes
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    15 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Marc Mertens commented  · 

    Diese Funktion habe ich in ähnlicher Form auch schon mal "angemahnt", da es meines Erachtens derzeit nicht möglich ist, dass das CRM-System mit E-Mail-Aliase umgehen kann. Wir haben z.B. Kunden, welche uns über diverse E-Mail-Aliase fröhlich anschreiben und diese Emails nicht synchronisiert werden. Oder wie oben schon angedeutet, gibt es auch Selbstsändige/Firmen, welche bei unseren Kunden tätig sind und dann mit dem sog. 2. Standbein. ;-)

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  10. 588 votes
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    16 comments  ·  weclapp Business Apps » Sonstiges  ·  Flag idea as inappropriate…  ·  Admin →

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    Marc Mertens supported this idea  · 
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    Marc Mertens commented  · 

    Im Grunde gilt dies natürlich für alle Cloudspeicher. Ich würde es begrüßen, wenn man auch Strato HiDrive o.a. aktiv ins System einbinden könnte. Mit den entsprechenden Zugangsdaten und Verschlüsselungen könnten man so das Dokumentenmanagement erheblich vereinfachen.

    Im Bereich Microsoft & Apple wäre das sogar noch interessanter, da hier die cloudspeicher ja schon in den Betriebssystem fest integriert sind bzw. werden können.

  11. 186 votes
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    4 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 9 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  13. 40 votes
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    3 comments  ·  weclapp Business Apps » Vertragsmanagement  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 15 votes
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    1 comment  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 9 votes
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    1 comment  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  16. 21 votes
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    0 comments  ·  weclapp Business Apps » Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 14 votes
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    completed  ·  0 comments  ·  weclapp Business Apps » Verkauf  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 565 votes
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    teilweise fertiggestellt  ·  25 comments  ·  weclapp Business Apps » Organizer  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 20 votes
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  20. 12 votes
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    teilweise fertiggestellt  ·  0 comments  ·  weclapp Business Apps » Helpdesk  ·  Flag idea as inappropriate…  ·  Admin →

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    Marc Mertens shared this idea  · 
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