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edited README

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1 parent 9896050 commit 5b0e13e8427a3f148032da0b4ca1e4abbe34f2a1 brobertsaz committed Oct 8, 2012
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@@ -9,7 +9,6 @@ There are a lot of features that are not yet implemented and I will add them to
There is also a live version on Heroku at http://demo.railscrm.com
-This is a work in progress, so if you would like to help out or have suggestions, feel free to contact me at bob@rebel-outpost.com
Mongodb
=======
@@ -57,7 +56,34 @@ This is the intended workflow:
The initial setup will require Users to be created. Once your Organization has Users, it can assign leads, contacts, opportunities and accounts to them.
+TODO
+====
+In addition to the stories in Pivotal Tracker, the following still need to be done:
+
+ 1. Create User dashboard
+ 1.1 This will include views for user's leads and tasks. Leads assigned to user needs to be sortable by several fields such as Name, Company, Status, Date Created, etc.
+ 1.2 A sidebar on the dashboard for quick create links for lead, task, contact. The side bar should also have a search field for searching all all of the categories.
+ 2. Add tagging to Leads and Opportuntites.
+ 3. Create Import/Export process.
+ 4. Create standard reports TBD.
+
+Ultimately, RailsCRM needs to remain easy to set up and to use and not become blaoted like so many other CRM's out there.
+
+
+Contributing
+============
+
+If you make improvements to this application, please share with others.
+
+Send the author a message, create an [issue](https://github.com/brobertsaz/railscrm/issues), or fork the project and submit a pull request.
+
+If you add functionality to this application, create an alternative implementation, or build an application that is similar, please contact me and I’ll add a note to the README so that others can find your work.
+
+This is a work in progress, so if you would like to help out or have suggestions, feel free to contact me at bob@rebel-outpost.com
+
+Licensing
+=========
Copyright &copy; 2012 Bob Roberts <bob@rebel-outpost.com>
Distributed under the MIT license.

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