CRM plugin

[ssivachidambaram]

Need a basic CRM feature. This should give me the possibility to create a contact with usual fields like name, company, mail, phone etc.,

Then I need the ability to add activity to it (basically like a commenting function) where I just can add notes and such in text form.

Also I need the ability to create a reminder kind of task (fields for title, desc, due date).

So I can add notes after a call using the activity feature and create a reminder for a follow up in 1 week. Just do a list then somewhere “inside” the customer where all the reminder tasks are listed so I could also delete or edit them.

• When the reminder is due, it gets shown in a todo list, but not before due
  • integrated as icon in top bar. On click the list appears, similar to this:

[itzmeank]

Need a basic CRM feature. This should give me the possibility to create a contact with usual fields like name, company, mail, phone etc.,

It should work similar to the custom field plugin that is we should be able to configure the required fields....