The conversation mode idea was not original, but something we gleaned from Gmail now that we use this product more and more. Within each email there is an embeded tag that is called message.id. Here is a sample:
Message-ID:
The code in U2logic's CRM system would not support the same types tags as you can do in email. An additional field called Conversation Type was added. It is a code file that can be customized for each client. The system automatically converts you current non-conversation modes when you start using it.
There is a right click menu to add notes, view conversations, and add conversations. You can even drag and drop conversations from one topic to another after they are closed.
Here is what the form looks like:
We think this is a great incremental change that will propel our software to others who need Web based packages to keep track of their customer relationships.
