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Envizi PD Review

There are some issues that need to be addressed so that the viewing and reporting options can improve. It meets most of the other requirements though.

• This software is very good for client relationship management
• It provides the tools necessary within a good CRM
• The user interface is not only simple and solid, but it is also instinctual in nature as well
• The dashboard is easy to understand.

• There are some general issues with the software and some specific ones which only become obvious to a user after seeing it
• Specifically speaking, for example, PD does not log field changes
• On other parts, where it does, a report cannot be generated for lack of such access
• This is certainly a flaw from a reporting standpoint
• The overtime progress cannot be reported either due to the same fact
• The reporting is thus limited to a picture of those present
• PD only has the description and title of the agenda once the agenda is closed
• The agenda type indicator, which was present at the time of agenda generation, disappears once the agenda is complete
• The changes in price for a given product as part of a sales deal does not update or add up automatically at the time the update is made to that product
• The lack of logging of data on field changes does make some reporting difficult.