CRM Setup - TODO List

From Catglobe Wiki
Jump to: navigation, search

<accesscontrol>Main:MyGroup</accesscontrol>


TODO list

Priority Tab Task Responsible Deadline Status
Search for company

if only 1 record found -> load immediately

Mai It is not possible at the moment using the lite search page

If we switch back to the old setup, it will look messy. All of the old code has gone, takes some time to implement again, therefore only do it when it is really needed. In case working on a long list of companies to update, the consultant is suggested to use the Customer list instead, much faster. In case working on one company only, it is assumed that it shouldn't take much time to select the record from the result list.

Company - Search for contact person Enable large search control Mai It is not possible at the moment in Single customer view mode, but already supported in Customer list mode
99 Customer - Contact Person Call on campaign - show a list of campaign to select Lê Phan Thùy Mai Not started
Appointment Edit appointment Mai 07/05/2010 Started
Contact Person Merge users Lộc Started
Contact Person/Company Export: a suggested solution is to create a QCS (RCS does not contain the needed information), let it be rebuilt whenever the list is needed, add a button in the CRM dashboard to open export DCS viewer from which the consultant can press export button themselves Minh Not Started
Sales history Allow editing existing sales records Not started
Company Import company address, CVR and NACE from the list of NNErhverv Minh Not started
Company Data cleansing - list duplicate companies Minh 12/05/2010 Not started
Contact Person Data cleansing - list duplicate contact persons Lộc 18/05/2010 Not started


LnF Tasks

Priority Tab Task Responsible Deadline Status
Google table Make a better stylesheet Trung Not started
Register call/Register email Width of headers looks bad Trung Not started
Company - Details the controls should take the whole space Trung Not started
  Contact person - View sales history div element should take bigger space Trung Not started
All - IE problems

greyed out read-only controls: Resource RId, responsibles...

Khanh Done



Done list

Priority Tab Task Responsible Deadline Status
2 Customer Save customer Ð?ng Thành L?c Wed 16/12/2009 Done
3 Appointment allow clicking on users in appointment rows Võ H?ng Khanh Thu 17/12/2009 Done
3 Customer Data Update customer data in Catglobe based on information from Thomas' questionnaire Loc & Khanh  12/01/2010 Done
3 Customer Status Update current customers status based on list sent by Ulrik Loc Tue 22/12/2009 Done
4 Customer - Contact Person Register calls made: when - subject - notes (as journals) => use common mail subject initials: [REGISTER CALL] => also register to Company with Contact person name in the journal Ð?ng Thành L?c Fri 18/12/2009 Done
4 Customer - Contact Person Register emailing: when - subject - notes (as journals) => use common mail subject initials: [REGISTER EMAIL => also register to Company with Contact person name in the journal Ð?ng Thành L?c Fri 18/12/2009 Done
5 Customer - Contact Person Add journal Võ H?ng Khanh Wed 16/12/2009 Done
5 Customer - Contact Person View journal Võ H?ng Khanh Wed 16/12/2009 Done
5 Customer View buying history Lê Phan Thùy Mai Fri 18/12/2009 Done
6 Customer - Contact Person Add a button to sell a product to the client => add journals to company and contact person Lê Phan Thùy Mai Fri 18/12/2009 Done
6 Customer - Contact Person Add a button to send more information to a client => add journals to company and contact person Lê Phan Thùy Mai Fri 18/12/2009 Done
Customer - Contact Person Create/Edit/Add using CRM forms  Le Phan Thuy Mai   13/1/2010 Done 
7 Customer - Search for contact person Add top field for searching for a contact person, besides Company name. Done
8 Campaign Use SQL to add a group of sales consultants as campaigns' interviewers (group using Company employees template) Lê Phan Thùy Mai - Questionnaire Fri 25/12/2009 Done
Appointment add CATI appointment to the list Mai Done
Appointment remove existing appointment Khanh 14/01/2010 Done
Contact person Book a meeting: Some of the users of the CRM system will be required to book meetings on behalf of the company, can we also integrate this into the CRM system, the way it is done today is from the CATI system using 9247cat questionnaire, which just sends some emails – moving this functionality into CRM will help start the process. Mai 17/01/2010 Done 
Contact Person Improve newsletter feature on Contact person: a. Add as a button opening a small dialog showing a list of available newsletter.

i. Catinét Newsletter (all that are currently on the newsletter list must be subscribed to this).

b. List of Newsletter available must be possible to add new newsletters to and make old newsletters obsolete.

c. Contact Person interface should show the list of newsletters a column after the column email

Mai Done
Create new groups based on client status:

a. CRM – Customer Status – Platinum

b. CRM – Customer Status – Gold

c. CRM – Customer Status – Silver

d. CRM – Customer Status – Green

e. CRM – Customer Status – Lost Client

f. CRM – Customer Status – Lead

g. CRM – Customer Status – Potential Client

h. CRM – Customer Status – Discontinued Client

i. CRM – Customer Status – Catglobe-Franchise/Partner

Khanh Done
Create new groups based on products:

j. CRM – Customer Purchase – Catglobe CEM Enterprise

k. CRM – Customer Purchase – Catglobe CEM Express

l. CRM – Customer Purchase – Catglobe Economy

m. CRM – Customer Purchase – CEM Monitor

n. CRM – Customer Purchase – CEM Tjek

o. CRM – Customer Purchase – IntegrationsStatus

p. CRM – Customer Purchase – Kursusanalyse

q. CRM – Customer Purchase – Medieregnskab

r. CRM – Customer Purchase –CEM Intelligence (inkl. Catglobe Express og Economy)

Khanh Done
Customer Add new customer status: Catglobe-Franchise/Partner Mai Done 
Product get a list of client for the different products – possible just as a search in Catglobe – but must be easy to the company and contact person who bought the products. I.e. instead of going to a client and see what he bought then go to the product and see who bought that. Mai Done 
Contact Person/Product consider that many products are subscription product so we need to see when a client started the subscription and possibly also the end data if the terminated the subscription. Loc 13/01/2010 Done
Appointment Refac appointment list Mai Done
Contact person More phone numbers: most people in Denmark have at least two company phone numbers, namely a land line and cell phone. Khanh Done
Company - Search for several companies and create tasks based on the result Show company list and allow creating tasks Mai Done
Todo task These todo items should be displayed in a table below my appointments so I have an easy overview of both appointments and todo items.

This could be a split page where I may expand each section to cover the full height but by default it should be split into to

Mai, Loc Done
TODO Open company by clicking on task Loc Done
TODO Open task to edit/set complete Loc Done
Sales history Allow consultants to select a date when registering (so that he can register back things in the past) Mai Done
Sales registration Add journal Khanh Done
Sales registration Add extra mail content Loc Done
Sales registration Add customized prices Mai Done