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Feedback on adding CRM functions to epaPRO
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    • Feedback on adding CRM functions to epaPRO

    Owned by Lisa Clancy
    Last updated: Nov 29, 2022

     

    We have had a few enquiries about the addition of CRM (Customer Relationship Management) type of functionality to epaPRO and we would like to ask you, the customers what you would find most useful?

    Thoughts so far include:-

    1. Create tasks in the TODOs and assign to other users

    2. Ability to add notes via the Apprentice Sidebar - currently they are viewable only

    3. Create templates for emails, that can then be used to email direct from EPAPro, this would allow us to retain a history of communications.

     

     

    Please add comments to the end of this page and we can review and collate these and this will allow us to create a specification for this work.

     

    We would love to hear what you think and what ideas you may have.