While creating an idea for the creation of sales teams (https://feedback.acumatica.com/ideas/ACU-I-1604 , I further realized that creating and managing team calendars, and sharing individual calendars helps a lot to plan work properly, monitor the work status and spot potential problems on time. A cross team should be fully responsible for it's product or project or service. A cross team can be rewarded for it's team's achievements.
A company requires the following:
Some example can be seen at: https://www.youtube.com/watch?v=kWu_-4S_lAA
Currently in Acumatica Cloud ERP, there is no calendar. You can assign leads, opportunities, activities, etc to another user. However we need a visual calendar. There is no team concept.
Regarding a possible solution, I suggest not to reinvent the wheel but to use what MS Office 365 offers with MS Sharepoint Online and with MS Teams. I would tightly integrate MS Office 365 with the creation of teams (https://feedback.acumatica.com/ideas/ACU-I-1604 ) . MS Teams enables email, contacts, calendars, web conferencing, chat, live events via MS Stream, Sharepoint portal sites, sharing of documents or any files, team project workspace, etc. Anywhere you have a team in Acumatica ERP, you could embed the MS Office 365 Teams site. Collaboration portals and engagement is the way to go. Customers could become part of a customer team consisting of employees and customer contacts. The customer team would be part of the customer portal.
Thanks for your support
c: 973 727 9665
I tried to categorize this idea but, could not find any proper category. Please create a category Other, and later create new categories based on ideas in Other. Thanks