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feat: Bare Minimum CRM #722

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DancingRain12 opened this issue Aug 31, 2023 · 6 comments
Open

feat: Bare Minimum CRM #722

DancingRain12 opened this issue Aug 31, 2023 · 6 comments
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enhancement New feature or request

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@DancingRain12
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DancingRain12 commented Aug 31, 2023

Can't we ADD A SIMPLE CRM like lead management or just people selection with notes?
Just a Very Simple CRM and Note-taking or Mindmap
This will be the best Book software Sir...if this thing is added............ERP Next is an Ultimate solution but complicated but Frappe Book is THE BEST for ANYONE.
My kindly request
Just add a very Simple CRM..

1. Can ERP NEXT have a desktop version, Sir ???
2. And can we install any plugins or addons (If yes, where we can download them)in FrappeBook for more tools?

Please reply sir
**Thank you so much for building such a mind-blowing app**
@18alantom
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18alantom commented Sep 5, 2023

@DancingRain12 if someone wants to add in features for a bare minimum CRM, I'll review and add it in.

Can you add a few details of what you need from it? I'll leave this open for future contributors to view.

(renaming the title from "(Open) sorry for Disturbing, Please Sir Last question and request." to what it is now)

@18alantom 18alantom changed the title (Open) sorry for Disturbing, Please Sir Last question and request. feat: Bare Minimum CRM Sep 5, 2023
@18alantom 18alantom added the enhancement New feature or request label Sep 5, 2023
@DancingRain12
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  1. Lead management with Name, Email, and Contact no with Social Account, Organization, and Notes for the particular Lead. and other members came from leads.

There is no Description option in the Customers option.....just a simple concept..if I am adding a Customer, I want to add a description like...their texts, social account, or order-related Details. Why it is not there ??

Recommendation is...

  1. Task management option in the sidebar like adding a Simple Todo list With Start and End Date.
  2. If possible Simple Mind map Option in the Sidebar
  3. POS (I saw someone make POS in Frappe Book, but as you said before it is not fully compatible.) If possible add POS with image.

This type of add-on will make the Book more useful and more important just not for me but for many others, Believe me this will be one of the most useful applications available on the market.

That's all Sir,....

@DancingRain12
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I am posting the Description with more detail in the issue pill.....PLease add this

@zaqoutabed
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zaqoutabed commented Sep 5, 2023

@DancingRain12

  • You can add more custom fields in Customer by using Custom Form

custom-form

@DancingRain12
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OKKKK

@akshayitzme
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@DancingRain12 A feature enabling the ability to record Leads, and create Sales Quotes and Customers from it is merged from this PR #929 . Does this solve your use case ?

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