Linking Tasks to Contacts

Robert Johnson's Avatar

Robert Johnson

17 May, 2013 11:47 PM

Hi. I'm trying Dooster out as part of evaluating LOTS of CRM cloud-based apps. I really like Dooster in lots of ways. But I can't seem to get tasks to link to Contacts. When I create the tasks, they appear in the right places, i.e., with the assigned project...but they don't appear in the "activities" list for the contact. And there's no indication in the task that it's associated with a contact (as is shown in the article on linking tasks and contacts). I'm baffled!! It's essential that I have some basic means to track events (upcoming and completed tasks) with each contact as a means of creating history, follow ups, etc. so I have a basic CRM functionality. What am I doing wrong?

I hope you can help. I'd really like Dooster to work for me. Thanks very much!

Robert Johnson

  1. Support Staff 1 Posted by ed on 18 May, 2013 10:49 AM

    ed's Avatar

    Hi Robert

    Really sorry about that. It's a bug which we'll fix soon.

    Thanks for your kind words about Dooster. Please don't hesitate to let us know if you have any other feedback or suggestions

    Best wishes

    ed

  2. 2 Posted by Johnson, Robert on 18 May, 2013 06:29 PM

    Johnson, Robert's Avatar

    Hi Ed.

    Thanks very much for the quick response. I was beginning to feel like I
    couldn't follow simple directions...it's a relief to know that it wasn't
    "operator error" on my part!!

    I don't mean to be a pain, but is there a general timeframe for the bug
    fix? And do you mind emailing me when it's done so I can know when to move
    ahead with the CRM/contact part of Dooster? That would be appreciated.

    Thanks again...I look forward to the fix. As I said, I like Dooster very
    much for several reasons!

    Robert

    Robert Johnson
    607-215-0228 (office)
    607-398-8630 (cell)

  3. Support Staff 3 Posted by ed on 19 May, 2013 01:35 PM

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    Hi Robert

    We're working on it now and it should be ready for testing tomorrow. It should be online on Tuesday at the latest

    We would be very interested to hear of what you think about using Dooster as a simple CRM - when you get to look at it fully. If you have any suggestions for tweaks etc let us know and we might incorporate them (Dooster has been built on user feedback).

    Thanks again

    Ed

  4. 4 Posted by Johnson, Robert on 19 May, 2013 09:10 PM

    Johnson, Robert's Avatar

    Hi Ed.

    Thanks for the response. That sounds great for the fix for linking tasks to
    contacts.

    I'll work with Dooster over the next few days and let you know what I've
    come up with for using it as a CRM.

    Thanks again very much!!

    Robert

  5. Support Staff 5 Posted by ed on 20 May, 2013 02:15 PM

    ed's Avatar

    Hi Robert

    That's all fixed and tested and will go live tomorrow at 6am UK / BST

    Thank you for reporting the bug and our repeated apologies for the inconvenience

    Ed

  6. 6 Posted by Johnson, Robert on 20 May, 2013 06:37 PM

    Johnson, Robert's Avatar

    Hi Ed.

    Thanks very much for the update. I look forward to trying out that part of
    Dooster tomorrow.

    I have noticed that the Dooster staff does a tremendous amount of work with
    user feedback. It's very evident in the "discussions" part of
    Dooster'ssupport section, and it's one of the many things that has
    impressed me
    about Dooster. Most (if not all) other CRM and cloud apps either respond
    with why they can't (or won't) adopt a suggestion, or ignore it, or put it
    in a queue that may get adopted sometime in the undefined (long term)
    future. You guys are terrific the way you are so responsive. It helps your
    users feel that they are really making a difference in how Dooster is
    developed and used. WOW!!

    Thanks again!!

    Robert

    Robert Johnson

  7. Support Staff 7 Posted by ed on 20 May, 2013 06:40 PM

    ed's Avatar

    Thank you Robert

    It's good of you to take the time to let us know :-)

    Best wishes ed

  8. Support Staff 8 Posted by ed on 22 May, 2013 12:07 PM

    ed's Avatar

    Hi Robert

    Does that work OK for you now? Any suggestions re how we can make it better?

    Thanks !

  9. 9 Posted by Johnson, Robert on 22 May, 2013 04:08 PM

    Johnson, Robert's Avatar

    Hi Ed.

    Thanks for following up.

    I was able to try the fix briefly yesterday, and it seemed like it was
    working very well. I've been out of the office yesterday afternoon and this
    morning, so I haven't "played" with the feature a whole lot yet. I will do
    so today and tomorrow. But, as I said, it seems to working quite well now.

    I've been noting some suggestions, which I'll compile soon and email to
    you. But please know that I think Dooster is really terrific already...I'm
    very excited about using it!

    Thanks again for the fix and for following up...very much appreciated!

    Robert

    Robert Johnson

  10. 10 Posted by Johnson, Robert on 23 May, 2013 11:30 PM

    Johnson, Robert's Avatar

    Hi Ed.

    Just wondering...what's the best way to make suggestions as I work more
    with Dooster? Should I submit through the Dooster support site as I did
    initially when I asked about linking tasks and contacts? Or should I send
    you an email like this?

    Seems to me the best way would be to submit through the support site so
    others can access the "thread" and become aware and knowledgeable.

    Your thoughts?

    Thanks very much.

    Robert

  11. Support Staff 11 Posted by John on 23 May, 2013 11:37 PM

    John's Avatar

    Hi Robert

    Ed's not around right now. But yes if you could post your suggestions here on the support site

    and ideally do one post per idea ie so we can keep the threads separate and clear. That would be great !

    Many thanks

    John

  12. 12 Posted by Johnson, Robert on 24 May, 2013 02:24 AM

    Johnson, Robert's Avatar

    Hi John.

    Thanks for the response.

    I can do it the way you suggested...no problem.

    Thanks!

    Robert

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