Custom Information Tab

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Re: Custom Information Tab

Postby adoland » Fri May 22, 2009 9:50 pm

This is a real head grinder and I agree that mobile devices are the problem.

The best contact software I have seen is organization centric. Each address or perhaps two remains a separate record, but are linked by the organization id, which can be used to create the organization view with contacts underneath rather than individual contacts. This might solve the problem mentioned above where the contact has four locations. However, it must be repeated that mobile devices are the limiting factor.
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Re: Custom Information Tab

Postby paulh » Sat May 28, 2011 1:40 am

Multiple address records (more than 2) are needed to capture the data, but it doesn't happen because it does not conform to mobile device data structures. Same issue with linking company info to contacts, can't do it because it is not how mobile devices record the data.

I keep company information in a CRM app. I'm trying to use Tine for that, but I can't right now. I need multiple addresses and multiple contacts all linked to 1 company. Tine should rise above the functions of mobile devices. Mobile devices are great, but their functions are nowhere near what a good CRM app can do. I just tested my Android phone, and I can add as many addresses for a contact as I want! I'm sure there is a limit somewhere, but I stopped at 4. I can also add multiple companies to each contact.

Synchronizing mobile devices is great, but should not be the defining factor in the functions of an app as powerful as Tine. Start with what is needed to fully capture the data, then make a user friendly GUI around it, and then (this part should come last) figure out how to fit the data, or a subset of the data, into a mobile friendly format.

For one of my clients, I have 21 contacts. They work in the Facilities Dept., Accounts Payable Dept,, Information Systems Dept., and the Security Dept. I only need a few of those contacts in my phone, but I need all of that information in my CRM app.

I think Tine is awesome, but the mobile device compatibility needs to be reworked.

Regards
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Re: Custom Information Tab

Postby lkneschke » Sat May 28, 2011 7:16 am

We are aware of these problems. And it's very likely that it is solved soon. But I can't promise a date.
Lars Kneschke
Head of Tine 2.0

Visit tine20.com for commercial support / consulting / development.
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Re: Custom Information Tab

Postby paulh » Tue May 31, 2011 1:10 am

That is exciting news! I _really_ like Tine, but there are a few things missing that prevent me from leaving what I'm using now...

So, might it be a good idea for the Tine team to start a forum section on mobile phone compatibility? Find out what OSes Tine users use, what data needs to be synced, (I know, the short answer is "all data!") and any other comments/suggestions.

You could pose questions like, "If there is more data in Tine than you can sync to a mobile device, what data do you want to sync?" or "Is it reasonable to mark certain addresses as 'sync-able' so that Tine always syncs to and from those addresses, but more/other addresses can be created?"

Just at thought!
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