2014-05-20 Meeting notes

Owned by Michal Hadac
Jul 05, 2014

Attendees

  • Michal Hadac (Volunteer)

  • Petra Sladka (Volunteer)

  • Jan Schmidt (Volunteer)

  • Silvie Pazderova (Grantee)

  • Eva Hrabovska (Grantee)

Goals

  • Set the targets for upcoming meetings
  • Discussed Grantee's requirement for CRM
  • Discussed possibility of adding ERP area into this project as well 

Discussion items

Time
Item
Who
Notes
 

Customers/Contacts/Partners CSV import file

ERP Product area implementation

Grantee

  • Grantee will provide SuiteVolunteer team with CSV import file and determinate his vision of entity records sorting

  • Grantee asked Volunteers about possibility to include accounting setup and inventory management in the project
 

CRM product area

 

ERP product area

Volunteers

  • Provided basic overview about NetSuite CRM product area and features

 

  •  Will discuss possibility of implementing ERP and finding additional ERP reps working within NetSuite to help in this area

Action items

  • Grantee - Provided Volunteers with vision

  • Grantee - Assign the Administrator