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CRM Setup - TODO List: Difference between revisions

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Line 27: Line 27:
| Appointment  
| Appointment  
| allow clicking on users in appointment rows  
| allow clicking on users in appointment rows  
|[[Võ Hồng Khanh]]
| [[Võ Hồng Khanh]]  
| Thu 17/12/2009  
| Thu 17/12/2009  
|  
|  
Line 34: Line 34:
| Customer - Contact Person  
| 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  
| 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]]
| [[Đặng Thành Lộc]]  
| Fri 18/12/2009  
| Fri 18/12/2009  
|  
|  
Line 41: Line 41:
| Customer - Contact Person  
| 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  
| 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]]
| [[Đặng Thành Lộc]]  
| Fri 18/12/2009  
| Fri 18/12/2009  
|  
|  
Line 48: Line 48:
| Customer - Contact Person  
| Customer - Contact Person  
| Add journal  
| Add journal  
|[[Võ Hồng Khanh]]
| [[Võ Hồng Khanh]]  
| Wed 16/12/2009  
| Wed 16/12/2009  
|  
|  
Line 55: Line 55:
| Customer - Contact Person  
| Customer - Contact Person  
| View journal  
| View journal  
|[[Võ Hồng Khanh]]
| [[Võ Hồng Khanh]]  
| Wed 16/12/2009  
| Wed 16/12/2009  
|
|-
| 5
| Products
| Fix js error in View USP
| [[Võ Hồng Khanh]]
| Thu 17/12/2009
|  
|  
|-
|-
Line 69: Line 76:
| Customer - Contact Person  
| Customer - Contact Person  
| Add a button to sell a product to the client => add journals to company and contact person  
| Add a button to sell a product to the client => add journals to company and contact person  
| [[Lê Phan Thùy Mai]]
| [[Lê Phan Thùy Mai]]  
| Fri 18/12/2009  
| Fri 18/12/2009  
|  
|  
Line 83: Line 90:
| Appointment  
| Appointment  
| add CATI appointment to the list  
| add CATI appointment to the list  
|[[Võ Hồng Khanh]]  
| [[Võ Hồng Khanh]]  
| Fri 25/12/2009  
| Fri 25/12/2009  
|  
|  
Line 104: Line 111:
| Campaign  
| Campaign  
| create questionnaire template  
| create questionnaire template  
|[[Võ Hồng Khanh]]
| [[Võ Hồng Khanh]]  
| Fri 25/12/2009  
| Fri 25/12/2009  
|  
|  
|}
|}

Revision as of 03:24, 15 December 2009

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

Võ Hồng Khanh

Wed 16/12/2009
2 Customer Save customer Đặng Thành Lộc Wed 16/12/2009 Working
3 Appointment allow clicking on users in appointment rows Võ Hồng 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 Đặng Thành Lộc 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 Đặng Thành Lộc Fri 18/12/2009
5 Customer - Contact Person Add journal Võ Hồng Khanh Wed 16/12/2009
5 Customer - Contact Person View journal Võ Hồng Khanh Wed 16/12/2009
5 Products Fix js error in View USP Võ Hồng Khanh Thu 17/12/2009
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
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 Working
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