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Re: Request for comments: towards CRM functionality

On Sat, Jul 23, 2011 at 9:43 AM, John Griessen <..hidden..> wrote:
> On 07/23/2011 10:48 AM, Chris Travers wrote:
>> Any comments on the broad outlines?
> 3)  Time/labor/materials tracking
> There needs to be advertising and promoting tracking too.  Might
> as well look at easy ways to hook in image databases and version controlled
> engineering data on what you are making.  For version control I like git.

Sure.  You can do two things:

1)  AR/AP/GL transactions against projects
2)  Labor/overhead classes, services, parts, and materials against
projects  (i.e. time/material cards)

That should cover just about everything.
> 5)  Collaborative task tracking.  Find hooks to or create a version of document/image
> database with ways to chop off and archive some of the oldest.

1)  Hook to external DMS, or

2) provide simple file attachments (using method being developed for 1.3).

The key thing about collaboration here was to allow anyone to enter a
time/labor card or comment against a task (i.e. project

File attachments were part of the project at that point too (attached
to appointments, contacts, or tasks).

The key element of collaborative project tracking was in allowing a
specific item to have an owner (who is responsible) but multiple users
could subscribe so they could follow it.  The idea is to provide for
managerial tracking as well as collaboration.

Best Wishes,
Chris Travers