CRM Setup - TODO List - Revision history

Wikicatglobe at 10:28, 16 October 2013

2013-10-16T10:28:46Z

← Older revision		Revision as of 10:28, 16 October 2013
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	<accesscontrol>~~Administrators,,Cem,,Maysunshine~~</accesscontrol>		<accesscontrol>Main:MyGroup</accesscontrol>
	[[Category:Miscellaneous]]		[[Category:Miscellaneous]]

Cg_pham at 09:41, 24 October 2011

2011-10-24T09:41:26Z

← Older revision		Revision as of 09:41, 24 October 2011
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	<accesscontrol>Administrators,,Cem,,Maysunshine</accesscontrol>		<accesscontrol>Administrators,,Cem,,Maysunshine</accesscontrol>
	[[Category:~~Guidelines~~]]		[[Category:Miscellaneous]]

	<br>TODO list		<br>TODO list

Cg_pham at 07:34, 5 October 2011

2011-10-05T07:34:59Z

← Older revision		Revision as of 07:34, 5 October 2011
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			<accesscontrol>Administrators,,Cem,,Maysunshine</accesscontrol>
			[[Category:Guidelines]]

	<br>TODO list		<br>TODO list

Catglobe at 03:45, 7 May 2010

2010-05-07T03:45:47Z

Show changes

Catglobe at 03:48, 5 May 2010

2010-05-05T03:48:59Z

@@ Line 39: / Line 39: @@
 | Edit appointment
 | Mai
+| 07/05/2010
 | <span style="color: #ff0000">Started </span>
 |-
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+|
 | <span style="color: #ff0000">Not Started </span>
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Catglobe at 02:47, 15 April 2010

2010-04-15T02:47:51Z

← Older revision		Revision as of 02:47, 15 April 2010
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	\|-		\|-
	\|		\|
	\| Contact Person/Company		\| 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		\| 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		\| Loc
	\|		\|
	\| <span style="color: #ff0000">Not Started </span>		\| <span style="color: #ff0000">Not Started </span>

	\|}		\|}

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	<br><br>Done list		<br><br>Done list

	{\| cellspacing="1" cellpadding="1" width="~~600~~" align="left" border="1"		{\| cellspacing="1" cellpadding="1" width="800" align="left" border="1"
	\|-		\|-
	! scope="col" \| Priority		! scope="col" \| Priority

Catglobe at 02:47, 15 April 2010

2010-04-15T02:47:05Z

← Older revision		Revision as of 02:47, 15 April 2010
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	\|		\|
	\| Contact Person/Company		\| Contact Person/Company
	\| Export: a suggested solution is to create 2 RCS ~~containing~~ needed information, let ~~them~~ be rebuilt whenever the list is needed, add a button in the CRM dashboard to open export ~~rcs~~ viewer from which the consultant can press export button themselves		\| 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		\| Loc
	\|		\|

Catglobe at 02:38, 15 April 2010

2010-04-15T02:38:53Z

← Older revision		Revision as of 02:38, 15 April 2010
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	\|		\|
	\| <span style="color: #ff0000">Started </span>		\| <span style="color: #ff0000">Started </span>
			\|-
			\|
			\| Contact Person/Company
			\| Export: a suggested solution is to create 2 RCS containing needed information, let them be rebuilt whenever the list is needed, add a button in the CRM dashboard to open export rcs viewer from which the consultant can press export button themselves
			\| Loc
			\|
			\| <span style="color: #ff0000">Not Started </span>

	\|}		\|}

Catglobe at 02:33, 15 April 2010

2010-04-15T02:33:39Z

← Older revision		Revision as of 02:33, 15 April 2010
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	! scope="col" \| Deadline		! scope="col" \| Deadline
	! scope="col" \| Status		! scope="col" \| Status
	\|-
	~~\| 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>~~
	\|-		\|-
	\|		\|

Catglobe at 02:26, 15 April 2010

2010-04-15T02:26:19Z

← Older revision		Revision as of 02:26, 15 April 2010
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	<br>TODO list		<br>TODO list

	{\| cellspacing="1" cellpadding="1" width="~~200~~" border="1"		{\| cellspacing="1" cellpadding="1" width="700" border="1"
	\|-		\|-
	! scope="col" \| Priority		! scope="col" \| Priority
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	\| Mai		\| Mai
	\|		\|
	\| It is not possible at the moment using the lite search page		\| It is not possible at the moment using the lite search page
	If we switch back to the old setup, it will look messy.		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.
	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.
	\|-		\|-
	\|		\|
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	\| Mai		\| Mai
	\|		\|
	\| It is not possible at the moment		\| It is not possible at the moment in Single customer view mode, but already supported in Customer list mode
	\|-		\|-
	\| 99		\| 99
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	\|		\|
	\| <span style="color: #ff0000">Started </span>		\| <span style="color: #ff0000">Started </span>

	\|-

	\|}		\|}

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	\|}		\|}

			<br><br>Done list
	<br/>
	Done list

	{\| cellspacing="1" cellpadding="1" width="600" align="left" border="1"		{\| cellspacing="1" cellpadding="1" width="600" align="left" border="1"

← Older revision		Revision as of 02:33, 15 April 2010
Line 9:		Line 9:
	! scope="col" \| Deadline		! scope="col" \| Deadline
	! scope="col" \| Status		! scope="col" \| Status
	\|-
	~~\| 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>~~
	\|-		\|-
	\|		\|