Discussion Topics & Action Items ("Things to Do")
Log specific topics discussed so they are never forgotten. Action items trigger automatic sound & lockscreen alerts as due dates arrive!
Procurement & Logistics Routing Performance
Track shipping distribution between UAE Cargo Agent (ABC Cargo) and FedEx Express, quotation turnaround times, and follow-up compliance for MD Parts.
Shipping Method Breakdown
Follow-up & Compliance
On-Time Inquiry Response Rate
0 of 0 inquiries responded to on time.
Won & Lost
Every lead you closed, and every one that got away.
Where everything is sitting
If one bar is much longer than the rest, that is where work is piling up.
Alerts, iPhone & Team
A CRM is only useful if it nags you. Here is exactly how it reaches a phone — and what each route can and cannot do.
iPhone calendar subscription
Subscribe once on each phone. Every follow-up and every reminder then shows up in the Calendar app with an alert 15 minutes before and again when it is due. It keeps working when the CRM is closed, Safari is closed and the phone is locked. New inquiries appear on their own within 15 minutes — nothing to download again, ever.
…
Adding it on an iPhone, step by step
- Press Copy above (or open this page on the phone itself).
- On the iPhone: Settings → Apps → Calendar → Calendar Accounts → Add Account → Other.
- Tap Add Subscribed Calendar, paste the address, tap Next, then Save.
- Open Calendar → Calendars → make sure MD Parts CRM is ticked.
- That is it, permanently. Every person needs their own address from their own login.
Daily e-mail nag
The server itself sends everyone on the team a list of what is overdue, what has gone quiet, and what is due today. Because it runs on the server it works whether or not anybody has the CRM open — this is the one that catches things nobody has looked at.
…Schedule that one twice a day — 08:30 and 15:00. Nothing is sent when there is nothing to chase.
…Set this one to run every 30 minutes. It only mails what is already late, keeps going until somebody logs an update, and stays silent between 22:00 and 07:00.
Desk alerts
While the CRM is open on a computer it pops a notification with a sound the moment something falls due.
Worth being honest about: a web page can only do this while it is actually open, and iPhone Safari cannot do it at all. The calendar subscription above is the route that really protects you.
People who can sign in
Everyone sees the same inquiries and gets the same alerts. Give each person their own login — never share one.
Change your password
Your data
Everything lives in one file on mdparts.ch, which is why every computer and phone shows the same list. The server keeps a copy every single time anything is saved.
…