CRM Setup - TODO List: Difference between revisions
From Catglobe Wiki
More actions
mNo edit summary |
mNo edit summary |
||
| Line 27: | Line 27: | ||
| Appointment | | Appointment | ||
| allow clicking on users in appointment rows | | allow clicking on users in appointment rows | ||
|[[Võ Hồng Khanh]] | | [[Võ Hồng Khanh]] | ||
| Thu 17/12/2009 | | Thu 17/12/2009 | ||
| | | | ||
| Line 34: | Line 34: | ||
| 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]] | | [[Đặng Thành Lộc]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
| Line 41: | Line 41: | ||
| 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]] | | [[Đặng Thành Lộc]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
| Line 48: | Line 48: | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| Add journal | | Add journal | ||
|[[Võ Hồng Khanh]] | | [[Võ Hồng Khanh]] | ||
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
| | | | ||
| Line 55: | Line 55: | ||
| Customer - Contact Person | | Customer - Contact Person | ||
| View journal | | View journal | ||
|[[Võ Hồng Khanh]] | | [[Võ Hồng Khanh]] | ||
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
| | |||
|- | |||
| 5 | |||
| Products | |||
| Fix js error in View USP | |||
| [[Võ Hồng Khanh]] | |||
| Thu 17/12/2009 | |||
| | | | ||
|- | |- | ||
| Line 69: | Line 76: | ||
| 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 | ||
| [[Lê Phan Thùy Mai]] | | [[Lê Phan Thùy Mai]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| | | | ||
| Line 83: | Line 90: | ||
| Appointment | | Appointment | ||
| add CATI appointment to the list | | add CATI appointment to the list | ||
|[[Võ Hồng Khanh]] | | [[Võ Hồng Khanh]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
| | | | ||
| Line 104: | Line 111: | ||
| Campaign | | Campaign | ||
| create questionnaire template | | create questionnaire template | ||
|[[Võ Hồng Khanh]] | | [[Võ Hồng Khanh]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
| | | | ||
|} | |} | ||
Revision as of 03:24, 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 | Products | Fix js error in View USP | Võ Hồng Khanh | Thu 17/12/2009 | |
| 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 |