Figuring out who to follow up with next just got a whole lot easier with Contact Indicators. Another fine add-on from Atcore Systems, this addition brings an easy to view last-contacted indicator to the list and detail views of Leads, Contact, and Accounts.
For example, I want to reach out to my contacts roughly once a month. At the very least maybe every two months. To match that desire, I configure the add-on to show a green icon for the Contacts module if I have reached out within the past 30 days, a yellow icon if within 60 days, and red if over 60 days. Now when I search for all my contacts I can see who I have contacted and how recently.
Whether it was by phone, email, or an in-person meeting I'm able to quickly see how recent each contact was. The column is also sortable making it a breeze to work through the list backwards so that those who haven't been contact in awhile (or at all) show up at the top. Then I can just start working away.
Reduce the time it takes to figure out who to call and make sure no one gets missed by adding this solution to your toolbox. Purchase Contact Indicators today before any more clients or prospects slip through the cracks.
Timesheet Ninja Enterprise
Track time and measure productivity against any and all modules in SugarCRM, including support cases and project tasks. Have the ability to log against multiple modules on one timesheet and log against specific modules that more than one user is working on. Built in popup timer that lets you start, ...
Create and convert document files inside Sugar. Add unlimited number of document templates that your users can use to create document files filled with data from Sugar. Single tool for document creation and conversion needs.
Mail Merge Reports
Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
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