CRM Setup - TODO List
Priority | Tab | Task | Responsible | Deadline | Status |
---|---|---|---|---|---|
1 | Appointment | duration is off-ed by 1 minute |
Khanh |
Wed 16/12/2009 | |
2 | Customer | Save customer | Loc | Wed 16/12/2009 | Working |
3 | Appointment | allow clicking on users in appointment rows | 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 | Loc | 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 | Loc | Fri 18/12/2009 | |
5 | Customer - Contact Person | Add journal | Khanh | Wed 16/12/2009 | |
5 | Customer - Contact Person | View journal | Khanh | Wed 16/12/2009 | |
5 | Customer | View buying history | 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 | 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 | Mai | Fri 18/12/2009 | |
7 | Appointment | add CATI appointment to the list | Khanh | Fri 25/12/2009 | |
8 | Campaign | Use SQL to add a group of sales consultants as campaigns' interviewers (group using Company employees template) | Mai - Questionnaire | Fri 25/12/2009 | |
99 | Customer - Contact Person | Call on campaign - show a list of campaign to select | Mai | Fri 25/12/2009 | |
99 | Campaign | create questionnaire template | Khanh | Fri 25/12/2009 |