The term Ready-made dates back to 15th century. When the concept was first launched, probably people would have been quite apprehensive about it. Later when they realized the amount of time and money it can save, ready-made became the way of life.
Specific needs and requirements keep evolving day-by-day and as every concept matures over time, every now and then people want some level of tailoring to the ready-made products so that it fits their requirements seamlessly.
When melssCRM was first launched it was a ready-made product with some level of customizability. Over these months we have received some feedback/feature requests from our customers and upon analyzing them, we decided that the best way to address these requests is by allowing them to tailor their requirements into melssCRM.
We have launched a new feature – Custom Fields. Custom Fields allow you to add new fields into the CRM. You can also decide whether they should be mandatory fields or not.
Primarily we allow four types of fields:
1. Text
2. Date
3. Number
4. List
For instance – our customers wanted to capture the costs associated with each activity; mainly the travel costs, so that they can calculate the total cost of support calls including the travel allowances.
By including costs associated with travel, they can better analyze three things:
1. The total cost of each support call.
2. Whether the customer is a profitable one or not (by summing up the total support cost against each customer and comparing it with total amount received from the customer minus the base cost).
3. Predict the cost of each support call (average of the support call cost).
This example would specifically apply to the support/service-oriented industry. However, if this example or a similar case applies to a different industry, we would like to hear from you.
If you want a step-by-step procedure on how to add custom fields into melssCRM, please click on the related links.
Related Links: