We're trying to reign in all of our processes into as few products as possible. We utilize gfimax/commitcrm/quickbooks/office 365/dropbox/sharepoint etc-
A big issue for us is client documentation- ie server IP / passwords / dns info etc- currently we keep that info in a MS OneNote doc - but that is just another place to maintain and go looking for info. Do any of you keep a treasure trove of client info within CommitCRM and if so would you be willing to share how you do that (documents attached to accounts / customized account fields etc)
To be honest this is such a huge thing for us we're starting to look at competing products (especially ones with good web access). Certainly excited about a possible CommitCRM IIS etc but one can wait only so long before seeking answers to daily business process problems.
A big issue for us is client documentation- ie server IP / passwords / dns info etc- currently we keep that info in a MS OneNote doc - but that is just another place to maintain and go looking for info. Do any of you keep a treasure trove of client info within CommitCRM and if so would you be willing to share how you do that (documents attached to accounts / customized account fields etc)
To be honest this is such a huge thing for us we're starting to look at competing products (especially ones with good web access). Certainly excited about a possible CommitCRM IIS etc but one can wait only so long before seeking answers to daily business process problems.
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