Dynamic Suite CRM?
Good morning, I want to purchase Dynamic Suite but was told to ask my questions here first, hope someone can assist? I need to build a small web portal using asp/sql using DW CS4 which needs to act like a CRM and hoped Dynamic Suite may be able to help as I am no coder but have experience building sites.
1 - I want our staff to have secure logins, behind that they will be able to add client/edit/update details and be able to retrieve all this information at any point, but only their data.
2 - If they were to create a client record and upload a file would this file automatically be linked to that client only, retrievable via the client detail pages?
3 - I would like to create a "diary" section on home page that would show all tasks related to that day, these would be preset in client records [ie; call client in 14 days etc], guessing this one isnt out of the box..
4 - Could I have a 'master overview' login that would allow our MD to view all records created, ie filter by 'client lead' or 'client case', enabling us to to report on staff sales?
Many thanks for your help & time..