Features from Salesforce

[Kharg]

I started using salesforce at my new company and I am hating it so much, but it has some interesting features that would benefit EspoCRM.


1st Post pinning; Add a Role acl to allow pinning stream posts, useful if there are posts/emails that needs to stay on top.



2nd Favorite Menu, save records in an easily accessible menu to quickly retrieve them



3rd Filter global search result by entity, selecting all you can select the entity where you need to search



4th Notes keep useful notes available at all times for easy copy and paste



What do you think? Is there any salesforce feature you'd like to see?

[item]

Hi Kharg,

like the "pinned". I have never see/use SaleForce, in the past i was a little touch/install "people soft".. very long time.
But, i think the "pinned" must not only limited to "post", but in all entity listView pinned Account, pinned Contact,... it's just my idea

Regards

[Kharg]

What about the other features Yuri? I think that comment pinning is the most useful one

[yuri]

I was considering it long ago. But I didn't come up with an elegant implementation design. Features that are to complicate things are hard to be accepted. We use Description field for all important notes within a Record.

[rabii]

Yeah pinned posts sounds good one. Personally i think it should not be applied to records.

[yuri]

Salesforce is huge. They have entire tower in San Francisco. We don't have a tower

As far as I know Salesforce has immense amount of features. We'll unlikely be able to ever afford a comparable amount of features. But being slim is not that bad

[Kharg]

One day you will get your own EspoTower don’t worry
Time will reward EspoCRM as it deserves.

[item]

i agree Kharg,
i think in not long time, you certainly get touch by big investitor.

[espcrm]

Saleforces is quite feature rich, I see other big company used it but never got the chance to personally play it with. Only see marketing for it and I'm sure there is plenty of feature that can make me drool.

Personally preference but your post haven't "SOLD" me yet Kharg!

[Kharg]

As I stated in my post I really hate Salesforce, the UI is so ugly, Espo is years ahead regarding this and many more things.

[yuri]

I believe they have the newer UI, Lightning. That one looks nice.

[Kharg]

That’s the UI I am using and the one I am hating. Can’t be compared with Espo sleek and elegant design.

[peterberlin]

those who use comments a lot should check out telecastg's chat app. they are not pinned, but still clean up well.

[Kharg]

Yuri, I have seen there was a pull request about pinned notes

https://github.com/espocrm/espocrm/pull/481

Is this implementation so bad? Can't it be improved? Would be a good addition to Espo

[yuri]

I'm not able to review as I'm busy with other things. It's not a no-brainer feature, there are some complexities.

[yuri]

We have some other things to do. Feature requests (other than very easy to do ones) won't be considered for implementation over the course of the next few months.

[espcrm]

Is the "Attachment Email reminder" a no brainer feature request ?

I tried using the Before-Save API formula and it does work but there is no "Override button", which will keep sending button as you would see in Thunderbird/Outlook/Gmail.

Here is my wishlist:

[eymen-elkum]

Hello my friends,

We have implemented the fav menu into our van pro extension, here is the link:

All Included Features:

- Add tabs with custom links to navigation menu

- Open sub menu on mouse hover (support hover indent area for better ux)

- Add favourite menu to top navigation bar (for records)

- Add favourites links to tabs (for list screens)

- Menu separator

[eymen-elkum]

Not sure if the separator is already supported on espocrm

[Kharg]

Just bought it, thanks