CRM Setup - TODO List

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

Võ Hồng Khanh

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  12/01/2010 Done
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
Customer - Contact Person Create/Edit/Add using CRM forms  Le Phan Thuy Mai   13/1/2010 Done 
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 Done
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 Not started
Appointment add CATI appointment to the list Mai Done
Appointment remove existing appointment Khanh 14/01/2010 Done
Contact person Book a meeting: Some of the users of the CRM system will be required to book meetings on behalf of the company, can we also integrate this into the CRM system, the way it is done today is from the CATI system using 9247cat questionnaire, which just sends some emails – moving this functionality into CRM will help start the process. Mai 17/01/2010 Done 
Customer & Contact Person Remove unused properties Loc Not started
Contact Person Improve newsletter feature on Contact person: a. Add as a button opening a small dialog showing a list of available newsletter.

i. Catinét Newsletter (all that are currently on the newsletter list must be subscribed to this).

b. List of Newsletter available must be possible to add new newsletters to and make old newsletters obsolete.

c. Contact Person interface should show the list of newsletters a column after the column email

Mai Done
Create new groups based on client status:

a. CRM – Customer Status – Platinum

b. CRM – Customer Status – Gold

c. CRM – Customer Status – Silver

d. CRM – Customer Status – Green

e. CRM – Customer Status – Lost Client

f. CRM – Customer Status – Lead

g. CRM – Customer Status – Potential Client

h. CRM – Customer Status – Discontinued Client

i. CRM – Customer Status – Catglobe-Franchise/Partner

Khanh Done
Create new groups based on products:

j. CRM – Customer Purchase – Catglobe CEM Enterprise

k. CRM – Customer Purchase – Catglobe CEM Express

l. CRM – Customer Purchase – Catglobe Economy

m. CRM – Customer Purchase – CEM Monitor

n. CRM – Customer Purchase – CEM Tjek

o. CRM – Customer Purchase – IntegrationsStatus

p. CRM – Customer Purchase – Kursusanalyse

q. CRM – Customer Purchase – Medieregnskab

r. CRM – Customer Purchase –CEM Intelligence (inkl. Catglobe Express og Economy)

Khanh Done
Customer Add new customer status: Catglobe-Franchise/Partner Mai Done 
Product get a list of client for the different products – possible just as a search in Catglobe – but must be easy to the company and contact person who bought the products. I.e. instead of going to a client and see what he bought then go to the product and see who bought that. Mai Done 
Contact Person/Product consider that many products are subscription product so we need to see when a client started the subscription and possibly also the end data if the terminated the subscription. Loc 13/01/2010 Done
Appointment Edit appointment
Appointment Refac appointment list Khanh Done: we use google table for appointments as well so that the columns are sortable
Contact person More phone numbers: most people in Denmark have at least two company phone numbers, namely a land line and cell phone.
All - IE problems

greyed out read-only controls: Resource RId, responsibles...

Khanh
Register call/Register email Width of headers looks bad
Company - Details the controls should take the whole space
  Contact person - View sales history div element should take bigger space
Search for company

if only 1 record found -> load immediately

Mai
Company - Search for contact person Enable large search control? Mai
Company - Search for several companies and create tasks based on the result Show company list and allow creating tasks Mai Done
Todo task These todo items should be displayed in a table below my appointments so I have an easy overview of both appointments and todo items.

This could be a split page where I may expand each section to cover the full height but by default it should be split into to

Mai, Loc In progress: the page splitter is not done yet and the open company toolbar button still looks ugly, but the main feature is working
Google table Make a better stylesheet
Product - View Cross Axis set - Time period, consultants
TODO Open company by clicking on task Loc Done
TODO Open task to edit/set complete Loc Done
Sales history Allow consultants to select a date when registering (so that he can register back things in the past) Mai Done