CRM Setup - TODO List: Difference between revisions
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! scope="col" | Status | ! scope="col" | Status | ||
|- | |- | ||
| 1 | | 1 | ||
| Appointment | | Appointment | ||
| duration is off-ed by 1 minute | | duration is off-ed by 1 minute | ||
| | | | ||
Khanh | [[Võ Hồng Khanh]] | ||
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
| | | | ||
|- | |- | ||
| 2 | | 2 | ||
| Customer | | Customer | ||
| Save customer | | Save customer | ||
| | | [[Đặng Thành Lộc]] | ||
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
| Working | | Working | ||
|- | |- | ||
| 3 | | 3 | ||
| Appointment | | Appointment | ||
| allow clicking on users in appointment rows | | allow clicking on users in appointment rows | ||
| Khanh | |[[Võ Hồng Khanh]] | ||
| Thu 17/12/2009 | | Thu 17/12/2009 | ||
| | | | ||
|- | |- | ||
| 4 | | 4 | ||
| Customer - Contact Person | | 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 | | 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 | ||
| | | [[Đặng Thành Lộc]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
|- | |- | ||
| 4 | | 4 | ||
| Customer - Contact Person | | 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 | | 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 | ||
| | | [[Đặng Thành Lộc]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
|- | |- | ||
| 5 | | 5 | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| Add journal | | Add journal | ||
| Khanh | |[[Võ Hồng Khanh]] | ||
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
| | | | ||
|- | |- | ||
| 5 | | 5 | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| View journal | | View journal | ||
| Khanh | |[[Võ Hồng Khanh]] | ||
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
| | | | ||
|- | |- | ||
| 5 | | 5 | ||
| Customer | | Customer | ||
| View buying history | | View buying history | ||
| Mai | | [[Lê Phan Thùy Mai]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
|- | |- | ||
| 6 | | 6 | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| Add a button to sell a product to the client => add journals to company and contact person | | Add a button to sell a product to the client => add journals to company and contact person | ||
| Mai | | [[Lê Phan Thùy Mai]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
|- | |- | ||
| 6 | | 6 | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| Add a button to send more information to a client => add journals to company and contact person | | Add a button to send more information to a client => add journals to company and contact person | ||
| Mai | | [[Lê Phan Thùy Mai]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
|- | |- | ||
| 7 | | 7 | ||
| Appointment | | Appointment | ||
| add CATI appointment to the list | | add CATI appointment to the list | ||
| Khanh | |[[Võ Hồng Khanh]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
| | | | ||
|- | |- | ||
| 8 | | 8 | ||
| Campaign | | Campaign | ||
| Use SQL to add a group of sales consultants as campaigns' interviewers (group using Company employees template) | | Use SQL to add a group of sales consultants as campaigns' interviewers (group using Company employees template) | ||
| Mai - Questionnaire | | [[Lê Phan Thùy Mai]] - [[Questionnaire]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
| | | Working | ||
|- | |- | ||
| 99 | | 99 | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| Call on campaign - show a list of campaign to select | | Call on campaign - show a list of campaign to select | ||
| Mai | | [[Lê Phan Thùy Mai]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
| | | | ||
|- | |- | ||
| 99 | | 99 | ||
| Campaign | | Campaign | ||
| create questionnaire template | | create questionnaire template | ||
| Khanh | |[[Võ Hồng Khanh]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
| | | | ||
|} | |} | ||
Revision as of 03:20, 15 December 2009
| Priority | Tab | Task | Responsible | Deadline | Status |
|---|---|---|---|---|---|
| 1 | Appointment | duration is off-ed by 1 minute | Wed 16/12/2009 | ||
| 2 | Customer | Save customer | Đặng Thành Lộc | Wed 16/12/2009 | Working |
| 3 | Appointment | allow clicking on users in appointment rows | Võ Hồng Khanh | Thu 17/12/2009 | |
| 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 | Đặng Thành Lộc | Fri 18/12/2009 | |
| 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 | Đặng Thành Lộc | Fri 18/12/2009 | |
| 5 | Customer - Contact Person | Add journal | Võ Hồng Khanh | Wed 16/12/2009 | |
| 5 | Customer - Contact Person | View journal | Võ Hồng Khanh | Wed 16/12/2009 | |
| 5 | Customer | View buying history | Lê Phan Thùy Mai | Fri 18/12/2009 | |
| 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 | |
| 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 | |
| 7 | Appointment | add CATI appointment to the list | Võ Hồng Khanh | Fri 25/12/2009 | |
| 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 | Working |
| 99 | Customer - Contact Person | Call on campaign - show a list of campaign to select | Lê Phan Thùy Mai | Fri 25/12/2009 | |
| 99 | Campaign | create questionnaire template | Võ Hồng Khanh | Fri 25/12/2009 |