I'm trying to invent a kind of "mini-CRM" in Confluence. I thought about our agents. They would like to have an overview of their customers, let's call it a "Customer Cockpit".
Is it possible to build in a query, where the agents can type in the customer number, and the main figures are shown up? (Turnover, margin etc.) (Data from Database)
I thought about the Bobswift SQL Add-On plus Run-Selfservice Reports.
Or the Play SQL Add-On plus Play SQL forms.
Did anybody try to realize a similar thing?
Thanks to everybody!
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Hi Community! Kesha (kay-sha) from the Confluence marketing team here! Can you share stories with us on how your non-technical (think Marketing, Sales, HR, legal, etc.) teams are using Confluen...
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