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• Andrej commented  ·  Mar 10, 2011  ·  Flag as inappropriate  ·  Delete

  Any movement in this? Tagging opportunities is not really a solution. I don't want a support case call an opportunity.

• mikkelbreum commented  ·  Feb 19, 2010  ·  Flag as inappropriate  ·  Delete

  To me cases is essential. First you get opportunities, but then you win the job, and still need to keep track of tasks and resources. Add 'Cases'. A case is a project representing an active client-project, around which you need to group notes, mails, files, to-do's, events, etc.. It's just so essential I can't understand why its not there.. is CRM only a tool you use in the phase before you 'win' a job?

• AdminJake Stride (Admin, omelett.es) commented  ·  Aug 24, 2009  ·  Flag as inappropriate  ·  Delete

  Hi Darian,

  You can already group opportunities, customers and contacts together using Tags. If you then visit the tags tab you can see everything with the same tag.

  Jake

• Darian Slywka commented  ·  Aug 23, 2009  ·  Flag as inappropriate  ·  Delete

  I would love to see cases implemented whereby you can associate opportunities, contacts and customers to a specific case. This is the last part of missing functionality that would make Tactile CRM a perfect small business CRM solution.