Hi Adam and the team,
it is now the third EPESI-System I've been setting up for customers and I have to say, that I regard it as the best Free-CRM-Solution on the world. 🙂
I also tried the new Data Import Module and have to say that the recordset-import is really cool.
However, I have got a suggestion concerning a point everyone comes across for sure, when setting up a new EPESI-System and needs to import his data to it:
It would be cool, if we can have a feature (in core or as a module), which enables us to let's say, assign a new Salesman to let's say 100 companies. Or to assign a specific group (e.g. prospects) to all of the newly imported companies.
I know, we can do it via Admin-Tools an PhP but for those, who are not that fit concerning PhP-Coding a feature like mentioned above would really rock!! :!: 😃
Is there anything planned so far?
Thanks for any feedback from the team.