Difference between revisions of "CRM Setup - TODO List"
(Added task on searching for contact persons on top level) |
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| [[Võ Hồng Khanh]] | | [[Võ Hồng Khanh]] | ||
| Fri 25/12/2009 | | Fri 25/12/2009 | ||
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+ | |- | ||
+ | | 7 | ||
+ | | Customer - Search for contact person | ||
+ | | Add top field for searching for a contact person, besides Company name. | ||
+ | | | ||
+ | | Please estimate | ||
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Revision as of 15:21, 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 | |
7 | Customer - Search for contact person | Add top field for searching for a contact person, besides Company name. | Please estimate | ||
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 |