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CRM Setup - TODO List: Difference between revisions

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Added two important tasks, high priority before starting using setup.
Line 28: Line 28:
| allow clicking on users in appointment rows  
| allow clicking on users in appointment rows  
| [[VĂ” Hồng Khanh]]  
| [[VĂ” Hồng Khanh]]  
| Thu 17/12/2009
|
|-
| 3
| Customer Data
| Update customer data in Catglobe based on information from Thomas' questionnaire
| [[LĂȘ Phan ThĂčy Mai]]
| Tue 22/12/2009
|
|-
| 3
| Customer Status
| Update current customers status based on list sent by Ulrik
| [[LĂȘ Phan ThĂčy Mai]]
| Thu 17/12/2009  
| Thu 17/12/2009  
|  
|  

Revision as of 10:23, 21 December 2009

Priority Tab Task Responsible Deadline Status
1 Appointment duration is off-ed by 1 minute

VĂ” Hồng Khanh

Wed 16/12/2009 Done
2 Customer Save customer Đáș·ng ThĂ nh Lộc Wed 16/12/2009 Done
3 Appointment allow clicking on users in appointment rows VĂ” Hồng Khanh Thu 17/12/2009
3 Customer Data Update customer data in Catglobe based on information from Thomas' questionnaire LĂȘ Phan ThĂčy Mai Tue 22/12/2009
3 Customer Status Update current customers status based on list sent by Ulrik LĂȘ Phan ThĂčy Mai 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 Đáș·ng ThĂ nh 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 Đáș·ng ThĂ nh Lộc Fri 18/12/2009
5 Customer - Contact Person Add journal VĂ” Hồng Khanh Wed 16/12/2009 Done
5 Customer - Contact Person View journal VĂ” Hồng Khanh Wed 16/12/2009 Done
5 Products Fix js error in View USP VĂ” Hồng Khanh Thu 17/12/2009 Done
5 Customer View buying history LĂȘ Phan ThĂčy 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 LĂȘ Phan ThĂčy 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 LĂȘ Phan ThĂčy Mai Fri 18/12/2009
7 Appointment add CATI appointment to the list VĂ” 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) LĂȘ Phan ThĂčy Mai - Questionnaire Fri 25/12/2009 Started
9 Customer User cannot select datetime while adding performance at the second time LĂȘ Phan ThĂčy Mai - Questionnaire
99 Customer - Contact Person Call on campaign - show a list of campaign to select LĂȘ Phan ThĂčy Mai Fri 25/12/2009
99 Campaign create questionnaire template VĂ” Hồng Khanh Fri 25/12/2009