CRM Setup - TODO List
From Catglobe Wiki
More actions
| 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 | Done |
| 3 | Customer Data | Update customer data in Catglobe based on information from Thomas' questionnaire | Loc & Khanh | Tue 22/12/2009 | |
| 3 | Customer Status | Update current customers status based on list sent by Ulrik | Loc | Tue 22/12/2009 | Done |
| 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 | Done |
| 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 | Done |
| 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 | Done |
| 6 | Customer - Contact Person | Create/Edit/Add using CRM forms | Le Phan Thuy Mai | ||
| 7 | Customer - Search for contact person | Add top field for searching for a contact person, besides Company name. | Please estimate | Done | |
| 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 appointment at the second time | Loc | Done | |
| 99 | Customer - Contact Person | Call on campaign - show a list of campaign to select | Lê Phan Thùy Mai | ||
| 99 | Campaign | create questionnaire template | Võ Hồng Khanh | ||
| Appointment | add CATI appointment to the list | Võ Hồng Khanh |