I’m currently frustrated with the way SuiteCRM/SugarCRM displays the list of Opportunities.
I’d like to have a way to view two key pieces of information about an Opportunity:
- when was the last interaction with the account/contact?
- when should I next contact the account/contact?
Neither of these are distinct fields, yet. I think I can use the “Meetings” feature to create tickler/reminders, but that’s a sideways method of accomplishing that goal, and it requires either looking at each Opportunity separately, or at the Meetings list where these ticklers will be shown alongside real meetings and scheduled calls. And it doesn’t help at all with knowing, from the Opportunities list or any other screen, how long it’s been since the last action was taken for each Opportunity.
If I find that I’ve got 20 minutes to spare this afternoon, I’d like to be able to view the list of Opportunities and ping a few folks for updates, focusing on items that have no fresh data or which seem to be scheduled for tickler/status inquiries soon.
Ideas? Thanks in advance for any suggestions.