Difference between revisions of "CRM Setup - TODO List"

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(Added task on searching for contact persons on top level)
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| [[Võ Hồng Khanh]]  
 
| [[Võ Hồng Khanh]]  
 
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| Customer - Search for contact person
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| Add top field for searching for a contact person, besides Company name.
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| Please estimate
 
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Revision as of 16:21, 22 December 2009

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
3 Customer Data Update customer data in Catglobe based on information from Thomas' questionnaire Lê Phan Thùy Mai Tue 22/12/2009
3 Customer Status Update current customers status based on list sent by Ulrik Lê Phan Thùy Mai Tue 22/12/2009
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 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
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
7 Customer - Search for contact person Add top field for searching for a contact person, besides Company name. Please estimate
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 performance at the second time Lê Phan Thùy Mai - Questionnaire
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