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General Enhancements

Plan Outline Pri Assigned To Estimated Actual Progress Start End
#   General Enhancements (79 items)     -- -- --      
 1. 
  Not Started Alias User
High mike l. 40 Hours -- 10%     -- 
 2. 
  Batch operations on Contacts/Accounts/Opportunities, etc.
             
 3. 
  Not Started Be able to select multiple Contacts and change the user owner
High Kailash B. 12 Hours --     -- 
 4. 
  Not Started Be able to select multiple Accounts and change the Account Type
High Kailash B. 12 Hours --     -- 
 5. 
  Not Started Etc.
Normal -- --     -- 
 6. 
  Allow Objects in general to be "owned" by multiple users
             
 7. 
  Waiting on Reqs Accounts
Normal Matt R. 80 Hours --     -- 
 8. 
  Waiting on Reqs Opportunities
Normal Matt R. 80 Hours --     -- 
 9. 
  Not Started etc.
Normal -- --     -- 
 10. 
  Make more displayed text "LIVE" Examples:
             
 11. 
  Not Started Make the text of the list of Contacts and Leads within a campaign link to the associated details page
Normal 6 Hours --     -- 
 12. 
  Not Started Account name in an Action Plan
High Ananth B. 2 Hours --     -- 
 13. 
  Not Started "Record Details" Popup
Normal 4 Hours --     -- 
 14. 
  Not Started Etc.
Normal -- --     -- 
 15. 
  In Progress Have "Recent Items" persist between sessions
High Kailash B. 16 Hours -- 70%     -- 
 16. 
  Right Side UI—Quick Actions
             
 17. 
  "Hard-Coded" Quick Actions
             
 18. 
  In Progress Log Activity
High Ananth B. 4 Hours -- 70%     -- 
 19. 
  In Progress Schedule Activity
High Ananth B. 4 Hours -- 70%     -- 
 20. 
  In Progress Add Note
High Ananth B. 4 Hours -- 70%     -- 
 21. 
  In Progress Add Account
High Ananth B. 4 Hours -- 70%     -- 
 22. 
  In Progress Add Contact
High Ananth B. 4 Hours -- 70%     -- 
 23. 
  In Progress Send a Message Review all notes
High Ananth B. 4 Hours -- 60%     -- 
 24. 
  "More Quick Actions" drop down list
             
 25. 
  In Progress Add Opportunity
Normal Ananth B. 4 Hours -- 70%     -- 
 26. 
  In Progress Add Lead
Normal Ananth B. 4 Hours -- 70%     -- 
 27. 
  In Progress Add Quote
Normal Ananth B. 4 Hours -- 70%     -- 
 28. 
  In Progress Add Ticket
Normal Ananth B. 4 Hours -- 70%     -- 
 29. 
  Not Started Add Campaign
Normal 4 Hours --     -- 
 30. 
  Not Started Add Project
Normal 4 Hours --     -- 
 31. 
  Not Started "My Journal" home page view
Normal 10 Hours --     -- 
 32. 
  Complete Single Sign-on (CAS) (LAM) Review all notes
High Joshua F. 40 Hours -- 100%     -- 
 33. 
  Better contextual help system
             
 34. 
  Not Started Display HTML content
High 4 Hours --     -- 
 35. 
  Not Started Cut and Paste HTML documentation into appropriate Help sections
High 100 Hours --     -- 
 36. 
  Not Started Add an "About" link that provides information on the version number, etc.
Normal 6 Hours --     -- 
 37. 
  Not Started Be able to make a "Public General Contact" a User.
Normal 8 Hours --     -- 
 38. 
  Sub-Tab Enhancements
             
 39. 
  Not Started Sub-tabs should visually indicate when something within them is new
Normal 40 Hours --     -- 
 40. 
  Not Started Sub-tabs should numerically show how many items they contain
Normal 20 Hours --     -- 
 41. 
  Enhancements to "Company" module (formerly "employees")
             
 42. 
  In Progress Free floating folders
High Kailash B. 40 Hours -- 80%     -- 
 43. 
  In Progress Folder fields can display in lists
High Kailash B. 40 Hours -- 80%     -- 
 44. 
  Not Started Create detailed "Company Profile"--substantially similar/identical to Account record
High Kailash B. 40 Hours --     -- 
 45. 
  Roles Management
             
 46. 
  In Progress Allow Roles to be cloned
High Ananth B. 6 Hours -- 70%     -- 
 47. 
  In Progress Reduce repetitive setup through tools such as "check all" and "clear all"
High Ananth B. 8 Hours -- 70%     -- 
 48. 
  Report Module Enhancements
             
 49. 
  Not Started Relative dates as report parameters
High Ananth B. 6 Hours --     -- 
 50. 
  Not Started Report scheduling with auto-alerts
High Kailash B. 0 Hours --     -- 
 51. 
  New Reports
             
 52. 
  Not Started Service Contract End Date
Normal 8 Hours --     -- 
 53. 
  Not Started Accounts/Types in my hierarchy
Normal 8 Hours --     -- 
 54. 
  Not Started Create "missing" reports
Normal 4 Hours --     -- 
 55. 
  Not Started Admin console for backup/restore
High Ananth B. 30 Hours --     -- 
 56. 
  In Progress Add "Forgot Password" functionality to log-in page
High Kailash B. 8 Hours -- 100%     -- 
 57. 
  Service Contract Enhancements
             
 58. 
  Not Started Notification of support contract expiration
High Ananth B. 6 Hours --     -- 
 59. 
  Not Started Ability to place a support agreement on administrative hold
Normal 6 Hours --     -- 
 60. 
  Find and merge duplicate records
             
 61. 
  Not Started Search for duplicates (in all modules)
High Ananth B. 40 Hours --     -- 
 62. 
  Not Started Merge multiple duplicate records
High Ananth B. 100 Hours --     -- 
 63. 
  Not Started Multiple Phone Numbers and Email Addresses
High 30 Hours --     -- 
 64. 
  Not Started Move user "Settings" link from home page only to upper right corner of all screens
Low 8 Hours --     -- 
 65. 
  Enhanced Search
             
 66. 
  In Progress Indexed search against Knowledge-base articles
High Kailash B. 20 Hours -- 60%     -- 
 67. 
  Not Started Enhanced Search against tickets
High Ananth B. 24 Hours --     -- 
 68. 
  Improved System-wide searching
             
 69. 
  Not Started Display how data was filtered
Normal 8 Hours --     -- 
 70. 
  Additional search fields
             
 71. 
  Waiting on Reqs Wildcards and ranges in searches
High Kailash B. -- --     -- 
 72. 
  Waiting on Reqs Email address, Phone numbers, State/Province, date modified (range), date entered (range), last activity date, city
High Kailash B. 16 Hours --     -- 
 73. 
  Not Started Redirection After Log-in
Low 16 Hours --     -- 
 74. 
  Not Started Links within an Email Alert take you to the item requiring attention
High Kailash B. 16 Hours --     -- 
 75. 
  Waiting on Reqs Rationalize use of the terms "Groups," "Teams," and "Activities"
High Michael H. 24 Hours --     -- 
 76. 
  Logos available "system-wide"
             
 77. 
  Not Started Allow multiple logo files to be associated with an Account
Normal 8 Hours --     -- 
 78. 
  Not Started Allow these logos to be attached to messages, quotes, orders, invoices, etc.
Normal 16 Hours --     -- 
 79. 
  Not Started Number of List View items "settable" by user
High Kailash B. 12 Hours --     -- 
  Est. Total Actual Total  

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