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Centric CRM 4.1 (Stable and Released)

Core Team
PUBLIC PROFILE

Accounts Module

Plan Outline Priority Assigned To Estimated Actual Remaining Start End
#   Accounts Module (6 items)     -- -- --  9/6/2006   10/6/2006 
 1. 
  Implement searching accounts by city, state, and country (similar to account contact search)
Normal -- -- --     -- 
 2. 
  Match Owner names to Owner Ids on import, reject mismatched names (Leads, Contacts, Accounts)
Normal -- -- --     -- 
 3. 
  Add new Lead import fields: DUNS Number, Business Name 2, SIC Description, Type, Year Started, Revenue, Number of Employees
Normal -- -- --     -- 
 4. 
  Add new address fields for organization and contact, also add to Lead import: County, longitude and latitude
Normal -- -- --     -- 
 5. 
  Allow Accounts to be imported without a contact name (create an account without a contact)
Normal -- -- --     -- 
 6. 
  Add Account Name, Owner Name, Site, City, State, Zip, Phone, County to Account search results
Normal -- -- --     -- 
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