Toggle menu
862
3.8K
30.2K
279.1K
Catglobe Wiki
Toggle personal menu
Not logged in
Your IP address will be publicly visible if you make any edits.

CRM Setup - TODO List: Difference between revisions

From Catglobe Wiki
m Created page with '{| cellspacing="1" cellpadding="1" width="600" align="left" border="1" |- ! scope="col" | Priority ! scope="col" | Task ! scope="col" | Responsible ! scope="col" | Status |- | |…'
 
mNo edit summary
Line 1: Line 1:
{| cellspacing="1" cellpadding="1" width="600" align="left" border="1"
{| cellspacing="1" cellpadding="1" width="600" align="left" border="1"
|-
|-
! scope="col" | Priority
! scope="col" | Priority  
! scope="col" | Task
! scope="col" | Tab
! scope="col" | Responsible
! scope="col" | Task  
! scope="col" | Responsible  
! scope="col" | Deadline
! scope="col" | Status
! scope="col" | 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
|  
|  
|}
|}

Revision as of 03:17, 15 December 2009

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