THE PROBLEM:
It is becoming increasingly frustrating to keep track and report to clients the correct numbers when it comes to contracts, software, assets, and projects to a client company, as currently, you can only associate software and contracts, to an individual (contact), and companies can have members and assets only, but the visibility is the problem, we can’t generate accurate reports that show what, and how much each client uses as far as costs, and listing their software, contracts, licenses, projects, etc.
VISIBILITY:
First, to see a client company, you have to go to Admin>Companies, when there should be a “client” or “company” shortcut icon on the sidebar menu.
Right now, “Company” records, shows only customizable fields, and a list of “members”, that’s it, we should be able to see more than that:
When opening a “company” record, we should have a mini-dashboard with basic info, such as:
- Count of members
- Total amounts billed to client
- total amounts outstanding
- total amount of tickets pending
- count of active contracts
- count of active licenses
- count of active projects
In addition, each of the record types that currently can’t be associated to a company, should have a shortcut, for associated records, so basically, we should have a menu that lists:
- Members
- Contracts
- Licences
- Projects
- Company Specific “Knowledge Base” Solutions
The idea is, when these shortcuts are clicked, it will show the list of associated records, so in the same way when you open a “Company” record, right now it only shows a list of “members”, right next to it, you would have a shortcut for contracts, licenses etc, so when clicked, it would show the list of associated records to the company. Why?, well, is common sense, right now, those types of records, can’t be associated to a company, how are we supposed to generate basic reporting, not to mention, would make it easier to avoid confusion.
Right now we have to add the client’s company name to EACH contract and license, so when the licenses are dispensed to users, we don’t use the wrong license key when client companies use the same software, also, we have to manually find the right license and contract from the list because there is no visibility from the company record.
RECORD CO-RELATION
There is no current way to associate software, contracts or projects with a company, there is no record co-relation, which should be a basic feature, even ZOHO crm can do that better.
Contracts, Licenses, Projects, any type of record really, should have the capability to be associated with a specific company, not just “members”, it defeats the purpose, and takes away visibility, if these records could be associated to companies, it would make reporting, and daily use to dispense licenses and add new contracts more efficiently and organized.
DATA TABLES:
All data tables, like the one on the “software” section, should have the ability to select what columns to show, not always all the data available is usable, we should be able to select what columns we want to see, the ticket section has that ability, why limit it to some specific sections and not all?
CONTACTS:
The contacts section lacks customization, we should be able to group contacts in either categories, or by company, there should be a filter also, and add the ability to add more data columns on the list, so we can see for example role in the company, not just the name and email.
