Changes between Version 4 and Version 5 of projects/crm_review/usecases

Sep 3, 2008, 2:11:13 PM (12 years ago)
Jamie McClelland



  • projects/crm_review/usecases

    v4 v5  
    4040 * Generate mailing labels by group/arbitrary search criteria
    4141 * Export records to spread sheet by group/arbitrary search criteria
     44== Initial impressions ==
     46I was able to create new fields and new groups very easily. I was impressed with being able to create groups either based on picking individuals to add or based on a query (for dynamic groups).
     48I got stuck with events. I wanted to add a meeting event. However, CiviEvent seems like over kill and, when I tried to add an activity of type meeting, I was only able to specify a single user. The ability to add meetings for multiple users [ seems to have made it to a list of candidate features for 2.0], however, it doesn't seem to have made the cut. There's another [ discussion about re-doing activities] but it doesn't seem to include the feature of multiple-users for a single activity. It still may be possible, but will require more searching around.