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ConcourseSuite Community Edition

Core Team
PostgreSQL Java
PUBLIC PROFILE

General Enhancements

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Plan Outline Priority Assigned To Estimated Actual Remaining Start End
#   General Enhancements (79 items)     -- -- --      
 1. 
  Alias User
High mike long 40 Hours -- --     -- 
 2. 
  Batch operations on Contacts/Accounts/Opportunities, etc.
             
 3. 
  Be able to select multiple Contacts and change the user owner
High Kailash Bhoopalam 12 Hours -- --     -- 
 4. 
  Be able to select multiple Accounts and change the Account Type
High Kailash Bhoopalam 12 Hours -- --     -- 
 5. 
  Etc.
Normal -- -- --     -- 
 6. 
  Allow Objects in general to be "owned" by multiple users
             
 7. 
  Accounts
Normal Matt Rajkowski 80 Hours -- --     -- 
 8. 
  Opportunities
Normal Matt Rajkowski 80 Hours -- --     -- 
 9. 
  etc.
Normal -- -- --     -- 
 10. 
  Make more displayed text "LIVE" Examples:
             
 11. 
  Make the text of the list of Contacts and Leads within a campaign link to the associated details page
Normal 6 Hours -- --     -- 
 12. 
  Account name in an Action Plan
High Ananth Balasubramanyam 2 Hours -- --     -- 
 13. 
  "Record Details" Popup
Normal 4 Hours -- --     -- 
 14. 
  Etc.
Normal -- -- --     -- 
 15. 
  Have "Recent Items" persist between sessions
High Kailash Bhoopalam 16 Hours -- --     -- 
 16. 
  Right Side UI—Quick Actions
             
 17. 
  "Hard-Coded" Quick Actions
             
 18. 
  Log Activity
High Ananth Balasubramanyam 4 Hours -- --     -- 
 19. 
  Schedule Activity
High Ananth Balasubramanyam 4 Hours -- --     -- 
 20. 
  Add Note
High Ananth Balasubramanyam 4 Hours -- --     -- 
 21. 
  Add Account
High Ananth Balasubramanyam 4 Hours -- --     -- 
 22. 
  Add Contact
High Ananth Balasubramanyam 4 Hours -- --     -- 
 23. 
  Send a Message
High Ananth Balasubramanyam 4 Hours -- --     -- 
 24. 
  "More Quick Actions" drop down list
             
 25. 
  Add Opportunity
Normal Ananth Balasubramanyam 4 Hours -- --     -- 
 26. 
  Add Lead
Normal Ananth Balasubramanyam 4 Hours -- --     -- 
 27. 
  Add Quote
Normal Ananth Balasubramanyam 4 Hours -- --     -- 
 28. 
  Add Ticket
Normal Ananth Balasubramanyam 4 Hours -- --     -- 
 29. 
  Add Campaign
Normal 4 Hours -- --     -- 
 30. 
  Add Project
Normal 4 Hours -- --     -- 
 31. 
  "My Journal" home page view
Normal 10 Hours -- --     -- 
 32. 
  Single Sign-on (CAS) (LAM)
High Joshua Fielek 40 Hours -- --     -- 
 33. 
  Better contextual help system
             
 34. 
  Display HTML content
High 4 Hours -- --     -- 
 35. 
  Cut and Paste HTML documentation into appropriate Help sections
High 100 Hours -- --     -- 
 36. 
  Add an "About" link that provides information on the version number, etc.
Normal 6 Hours -- --     -- 
 37. 
  Be able to make a "Public General Contact" a User.
Normal 8 Hours -- --     -- 
 38. 
  Sub-Tab Enhancements
             
 39. 
  Sub-tabs should visually indicate when something within them is new
Normal 40 Hours -- --     -- 
 40. 
  Sub-tabs should numerically show how many items they contain
Normal 20 Hours -- --     -- 
 41. 
  Enhancements to "Company" module (formerly "employees")
             
 42. 
  Free floating folders
High Kailash Bhoopalam 40 Hours -- --     -- 
 43. 
  Folder fields can display in lists
High Kailash Bhoopalam 40 Hours -- --     -- 
 44. 
  Create detailed "Company Profile"--substantially similar/identical to Account record
High Kailash Bhoopalam 40 Hours -- --     -- 
 45. 
  Roles Management
             
 46. 
  Allow Roles to be cloned
High Ananth Balasubramanyam 6 Hours -- --     -- 
 47. 
  Reduce repetitive setup through tools such as "check all" and "clear all"
High Ananth Balasubramanyam 8 Hours -- --     -- 
 48. 
  Report Module Enhancements
             
 49. 
  Relative dates as report parameters
High Ananth Balasubramanyam 6 Hours -- --     -- 
 50. 
  Report scheduling with auto-alerts
High Kailash Bhoopalam 0 Hours -- --     -- 
 51. 
  New Reports
             
 52. 
  Service Contract End Date
Normal 8 Hours -- --     -- 
 53. 
  Accounts/Types in my hierarchy
Normal 8 Hours -- --     -- 
 54. 
  Create "missing" reports
Normal 4 Hours -- --     -- 
 55. 
  Admin console for backup/restore
High Ananth Balasubramanyam 30 Hours -- --     -- 
 56. 
  Add "Forgot Password" functionality to log-in page
High Kailash Bhoopalam 8 Hours -- --     -- 
 57. 
  Service Contract Enhancements
             
 58. 
  Notification of support contract expiration
High Ananth Balasubramanyam 6 Hours -- --     -- 
 59. 
  Ability to place a support agreement on administrative hold
Normal 6 Hours -- --     -- 
 60. 
  Find and merge duplicate records
             
 61. 
  Search for duplicates (in all modules)
High Ananth Balasubramanyam 40 Hours -- --     -- 
 62. 
  Merge multiple duplicate records
High Ananth Balasubramanyam 100 Hours -- --     -- 
 63. 
  Multiple Phone Numbers and Email Addresses
High 30 Hours -- --     -- 
 64. 
  Move user "Settings" link from home page only to upper right corner of all screens
Low 8 Hours -- --     -- 
 65. 
  Enhanced Search
             
 66. 
  Indexed search against Knowledge-base articles
High Kailash Bhoopalam 20 Hours -- --     -- 
 67. 
  Enhanced Search against tickets
High Ananth Balasubramanyam 24 Hours -- --     -- 
 68. 
  Improved System-wide searching
             
 69. 
  Display how data was filtered
Normal 8 Hours -- --     -- 
 70. 
  Additional search fields
             
 71. 
  Wildcards and ranges in searches
High Kailash Bhoopalam -- -- --     -- 
 72. 
  Email address, Phone numbers, State/Province, date modified (range), date entered (range), last activity date, city
High Kailash Bhoopalam 16 Hours -- --     -- 
 73. 
  Redirection After Log-in
Low 16 Hours -- --     -- 
 74. 
  Links within an Email Alert take you to the item requiring attention
High Kailash Bhoopalam 16 Hours -- --     -- 
 75. 
  Rationalize use of the terms "Groups," "Teams," and "Activities"
High Michael Harvey 24 Hours -- --     -- 
 76. 
  Logos available "system-wide"
             
 77. 
  Allow multiple logo files to be associated with an Account
Normal 8 Hours -- --     -- 
 78. 
  Allow these logos to be attached to messages, quotes, orders, invoices, etc.
Normal 16 Hours -- --     -- 
 79. 
  Number of List View items "settable" by user
High Kailash Bhoopalam 12 Hours -- --     -- 
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