Difference between revisions of "CRM Setup - TODO List"
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Revision as of 03:16, 16 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 | Started |
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 | Started |
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 |