View source for CRM Setup - TODO List

<br>TODO list 

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! scope="col" | Priority 
! scope="col" | Tab 
! scope="col" | Task 
! scope="col" | Responsible 
! scope="col" | Deadline 
! scope="col" | Status
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| 
| Search for company 
| 
if only 1 record found -&gt; 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]] 
| 
| <span style="color: rgb(255,0,0)">Not started</span>
|-
| 
| Appointment 
| Edit appointment 
| Mai 
| 07/05/2010
| <span style="color: #ff0000">Started </span>
|-
| 
| Contact Person 
| Merge users 
| Loc 
| 
| <span style="color: #ff0000">Started </span>
|-
| 
| 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 
| Loc 
| 
| <span style="color: #ff0000">Not Started </span>
|-
| 
| Sales history
| Allow editing existing sales records
| 
| 
| <span style="color: #ff0000">Not started</span>
|-
| 
| Company
| Import&nbsp;company address,&nbsp;CVR and NACE from the list of NNErhverv
| Minh
| 
| <span style="color: #ff0000">Not started</span>
|-
| 
| Company
| Data cleansing - list duplicate companies
| 
| 12/05/2010
| <span style="color: #ff0000">Not started</span>
|-
| 
| Contact Person
| Data cleansing - list duplicate contact persons
| 
| 18/05/2010
| <span style="color: #ff0000">Not started</span>
|}

<br>LnF Tasks 

{| cellspacing="1" cellpadding="1" width="200" border="1"
|-
! scope="col" | Priority 
! scope="col" | Tab 
! scope="col" | Task 
! scope="col" | Responsible 
! scope="col" | Deadline 
! scope="col" | Status
|-
| 
| Google table 
| Make a better stylesheet 
| Trung 
| 
| <span style="color: #ff0000">Not started</span>
|-
| 
| Register call/Register email 
| Width of headers looks bad 
| Trung 
| 
| <span style="color: #ff0000">Not started</span>
|-
| 
| Company - Details 
| the controls should take the whole space 
| Trung 
| 
| <span style="color: #ff0000">Not started</span>
|-
| &nbsp; 
| Contact person - View sales history 
| div element should take bigger space 
| Trung 
| 
| <span style="color: #ff0000">Not started</span>
|-
| 
| All - IE problems 
| 
greyed out read-only controls: Resource RId, responsibles...

| Khanh 
| 
| Done
|}

<br><br>Done list 

{| cellspacing="1" cellpadding="1" width="800" align="left" border="1"
|-
! scope="col" | Priority 
! scope="col" | Tab 
! scope="col" | Task 
! scope="col" | Responsible 
! scope="col" | Deadline 
! scope="col" | 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 
| [[Lê Phan Thùy Mai|Loc]] &amp; Khanh 
| &nbsp;12/01/2010 
| Done
|-
| 3 
| Customer Status 
| Update current customers status based on list sent by Ulrik 
| [[Lê Phan Thùy Mai|Loc]] 
| Tue 22/12/2009 
| Done
|-
| 4 
| Customer - Contact Person 
| Register calls made: when - subject - notes (as journals) =&gt; use common mail subject initials: [REGISTER CALL] =&gt; 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) =&gt; use common mail subject initials: [REGISTER EMAIL =&gt; 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 =&gt; 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 =&gt; add journals to company and contact person 
| [[Lê Phan Thùy Mai]] 
| Fri 18/12/2009 
| Done
|-
| 6&nbsp; 
| Customer - Contact Person 
| Create/Edit/Add using CRM forms 
| &nbsp;Le Phan Thuy Mai 
| &nbsp; 13/1/2010 
| Done&nbsp;
|-
| 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&nbsp;
|-
| 
| 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&nbsp;
|-
| 
| 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&nbsp;
|-
| 
| 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
|}