CRM Setup - TODO List

TODO list

Priority	Tab	Task	Responsible	Deadline	Status
99	Customer - Contact Person	Call on campaign - show a list of campaign to select	Lê Phan Thùy Mai		Not started
	Product - View Cross	Axis set - Time period, consultants			Not started
	Search for company	if only 1 record found -> load immediately	Mai		Not started
	Company - Search for contact person	Enable large search control?	Mai		Not started
99	Customer - Contact Person	Call on campaign - show a list of campaign to select	Lê Phan Thùy Mai		Not started
	Customer & Contact Person	Remove unused properties	Loc		Not started
	Appointment	Edit appointment	Mai		Started

LnF Tasks

Priority	Tab	Task	Responsible	Deadline	Status
	Google table	Make a better stylesheet	Trung		Not started
	Register call/Register email	Width of headers looks bad	Trung		Not started
	Company - Details	the controls should take the whole space	Trung		Not started
	Contact person - View sales history	div element should take bigger space	Trung		Not started
	All - IE problems	greyed out read-only controls: Resource RId, responsibles...	Khanh		Done

Done list

Priority	Tab	Task	Responsible	Deadline	Status
2	Customer	Save customer	Ð?ng Thành L?c	Wed 16/12/2009	Done
3	Appointment	allow clicking on users in appointment rows	Võ H?ng 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	Ð?ng Thành L?c	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	Ð?ng Thành L?c	Fri 18/12/2009	Done
5	Customer - Contact Person	Add journal	Võ H?ng Khanh	Wed 16/12/2009	Done
5	Customer - Contact Person	View journal	Võ H?ng Khanh	Wed 16/12/2009	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	13/1/2010	Done
7	Customer - Search for contact person	Add top field for searching for a contact person, besides Company name.			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
	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
	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	Refac appointment list	Mai		Done
	Contact person	More phone numbers: most people in Denmark have at least two company phone numbers, namely a land line and cell phone.	Khanh		Done
	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		Done
	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
	Sales registration	Add journal	Khanh		Done
	Sales registration	Add extra mail content	Loc		Done
	Sales registration	Add customized prices	Mai		Done

Fix bugs

Priority	Tab	Task	Responsible	Deadline	Status
1	Appointment	duration is off-ed by 1 minute	Khanh	Wed 16/12/2009	Done
5	Products	Fix js error in View USP	Khanh	Thu 17/12/2009	Done
9	Customer	User cannot select datetime while adding appointment at the second time	Loc		Done