How can I seperate scheduled calls, meetings and tasks from 'background' issues?

Question

Hi!

We currently are using SugarCRM Enterprise for sales, account management and customer support.

We are a B2B software provider. I'd like to optimise my Sugar experience for my personal role.

We work in such a way that I convert leads to new bussiness and at the same time I am responsible for the account management and renewal of their contracts.

I use the Sugar calendar quite a lot for scheduled meetings, calls and tasks, and that works like a charm. However, I can't seem to create an overview or workflow for myself where I can view and keep track of current 'issues' for specific accounts (wheter that be a client or lead), WITHOUT planning a call, meeting or task purely as a reminder for myself (so not as an appointment, for what it is actually intended).

This clogs my calendar and is highly annoying. I'd like a separation between my calendar with only real planned meetings, tasks and calls on one hand, and on the other hand an overview of accounts where there is an issue or that needs focus on the background.

Can someone help me to create this? Maybe share some tips?

Thanks massively in advance!

Kind regards,

Ronnie

Ronnie van der Linden · Accepted Answer

Hi Ronnie van der Linden , However, I can't seem to create an overview or workflow for myself where I can view and keep track of current 'issues' for specific accounts (wheter that be a client or lead), WITHOUT planning a call, meeting or task purely as a reminder for myself (so not as an appointment, for what it is actually intended). As simple as it is: Cases! This module is not only for Support, its functionality includes every type of "request" handling and keeping track of it. No matter if your company is using caes or not (your admin should be able to define at least a case type for "customer sales / accounting issue" to separate it from other support team issues) log every issue/request/whatever as a case. Now go ahead and use listview dashlets to keep track of it. Ask the admin for a date o date time field to add a "due date" (if you have enterprise it can be made visible only to you via role based views) Costs: 10 to 30 min of work for the admin Benefit: a happy sales guy ps.: Let me know if you need more input on this Bests Bj&ouml;rn Canales Pfisterer Technical Support Manager provalida GmbH