Difference between revisions of "CRM Setup - TODO List"
m (Changed a wrong date) |
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| − | {| cellspacing="1" cellpadding="1" | + | {| width="600" cellspacing="1" cellpadding="1" border="1" align="left" |
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! scope="col" | Priority | ! scope="col" | Priority | ||
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| duration is off-ed by 1 minute | | duration is off-ed by 1 minute | ||
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| − | [[Võ Hồng Khanh]] | + | [[Võ Hồng Khanh]] |
| Wed 16/12/2009 | | Wed 16/12/2009 | ||
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| 3 | | 3 | ||
| Customer Data | | Customer Data | ||
| − | | Update customer data in Catglobe based on information from Thomas' questionnaire | + | | Update customer data in Catglobe based on information from Thomas' questionnaire |
| [[Lê Phan Thùy Mai]] | | [[Lê Phan Thùy Mai]] | ||
| Tue 22/12/2009 | | Tue 22/12/2009 | ||
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| 3 | | 3 | ||
| Customer Status | | Customer Status | ||
| − | | Update current customers status based on list sent by Ulrik | + | | Update current customers status based on list sent by Ulrik |
| [[Lê Phan Thùy Mai]] | | [[Lê Phan Thùy Mai]] | ||
| Tue 22/12/2009 | | Tue 22/12/2009 | ||
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| [[Đặng Thành Lộc]] | | [[Đặng Thành Lộc]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| − | | | + | | Done |
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| 4 | | 4 | ||
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| [[Đặng Thành Lộc]] | | [[Đặng Thành Lộc]] | ||
| Fri 18/12/2009 | | Fri 18/12/2009 | ||
| − | | | + | | Done |
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| 5 | | 5 | ||
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| Started | | Started | ||
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| − | | 9 | + | | 9 |
| Customer | | Customer | ||
| User cannot select datetime while adding performance at the second time | | User cannot select datetime while adding performance at the second time | ||
| [[Lê Phan Thùy Mai]] - [[Questionnaire]] | | [[Lê Phan Thùy Mai]] - [[Questionnaire]] | ||
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Revision as of 05:44, 22 December 2009
| Priority | Tab | Task | Responsible | Deadline | Status |
|---|---|---|---|---|---|
| 1 | Appointment | duration is off-ed by 1 minute | Wed 16/12/2009 | Done | |
| 2 | Customer | Save customer | Đặng Thành Lộc | Wed 16/12/2009 | Done |
| 3 | Appointment | allow clicking on users in appointment rows | Võ Hồng Khanh | Thu 17/12/2009 | |
| 3 | Customer Data | Update customer data in Catglobe based on information from Thomas' questionnaire | Lê Phan Thùy Mai | Tue 22/12/2009 | |
| 3 | Customer Status | Update current customers status based on list sent by Ulrik | Lê Phan Thùy Mai | Tue 22/12/2009 | |
| 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 | Done |
| 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 | Done |
| 5 | Customer - Contact Person | Add journal | Võ Hồng Khanh | Wed 16/12/2009 | Done |
| 5 | Customer - Contact Person | View journal | Võ Hồng Khanh | Wed 16/12/2009 | Done |
| 5 | Products | Fix js error in View USP | Võ Hồng Khanh | Thu 17/12/2009 | Done |
| 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 | Started |
| 9 | Customer | User cannot select datetime while adding performance at the second time | Lê Phan Thùy Mai - Questionnaire | ||
| 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 |
