frappe / books

Free Accounting Software
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feat: Bare Minimum CRM #722

Open DancingRain12 opened 1 year ago

DancingRain12 commented 1 year ago

Can't we ADD A SIMPLE CRM like lead management or just people selection with notes? Just a Very Simple CRM and Note-taking or Mindmap This will be the best Book software Sir...if this thing is added............ERP Next is an Ultimate solution but complicated but Frappe Book is THE BEST for ANYONE. My kindly request Just add a very Simple CRM..

1. Can ERP NEXT have a desktop version, Sir ???
2. And can we install any plugins or addons (If yes, where we can download them)in FrappeBook for more tools?

Please reply sir
**Thank you so much for building such a mind-blowing app**
18alantom commented 1 year ago

@DancingRain12 if someone wants to add in features for a bare minimum CRM, I'll review and add it in.

Can you add a few details of what you need from it? I'll leave this open for future contributors to view.

(renaming the title from "(Open) sorry for Disturbing, Please Sir Last question and request." to what it is now)

DancingRain12 commented 1 year ago

Like

  1. Lead management with Name, Email, and Contact no with Social Account, Organization, and Notes for the particular Lead. and other members came from leads.

There is no Description option in the Customers option.....just a simple concept..if I am adding a Customer, I want to add a description like...their texts, social account, or order-related Details. Why it is not there ??

Recommendation is...

  1. Task management option in the sidebar like adding a Simple Todo list With Start and End Date.
  2. If possible Simple Mind map Option in the Sidebar
  3. POS (I saw someone make POS in Frappe Book, but as you said before it is not fully compatible.) If possible add POS with image.

This type of add-on will make the Book more useful and more important just not for me but for many others, Believe me this will be one of the most useful applications available on the market.

That's all Sir,....

DancingRain12 commented 1 year ago

I am posting the Description with more detail in the issue pill.....PLease add this

zaqoutabed commented 1 year ago

@DancingRain12

custom-form

DancingRain12 commented 1 year ago

OKKKK

akshayitzme commented 1 month ago

@DancingRain12 A feature enabling the ability to record Leads, and create Sales Quotes and Customers from it is merged from this PR #929 . Does this solve your use case ?