About this document
CRM and Financial System Observations by a.shyamindus is a document available to read on EtoBox.
The document outlines various observations and required improvements across multiple modules including CRM, Cash & Bank, Fixed Asset, Purchase Management, and Project Management. Key issues include mandatory fields, linking of quotes to cases, and the need for improved reporting and dashboard functionalities. Additional concerns involve user interface inconsistencies, approval workflows, and data entry errors that need to be addressed for better system performance.
- Author
- a.shyamindus
- Language
- EN