RELATED IDEAS
Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit APP-I-1739 Add other key user groups like personas and competitors.
Client Information
Merged
Product Management Client information - OneSource doesn't capture product management details. We need an area to capture our specific client information. This could be similar to the competitor tab, but make it client specific and we need to be able to create reports from it.
- Customer Name
- Point of Contact Information
- Line of business (multiple selection based on our definition)
- Type of Contract (Lic, Host, BPO, Other) - multiple selection based on our definition
- Product (Multiple) based on our definition
- Status - Implementation, Prospect, production
- Membership Number
- More fields as needed
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We've merged your idea into a similar one, which we've marked as likely to implement: https://big.ideas.aha.io/ideas/APP-I-1739
Until this functionality is built, you could also capture this information via Product Notes (with the limitation being that you wouldn't be able to create reports around the data just yet).