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CRM Setup - TODO List: Difference between revisions

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{| width="600" cellspacing="1" cellpadding="1" border="1" align="left"
{| cellspacing="1" cellpadding="1" width="600" align="left" border="1"
|-
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! scope="col" | Priority  
! scope="col" | Priority  
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| duration is off-ed by 1 minute  
| duration is off-ed by 1 minute  
|  
|  
[[Võ Hồng Khanh]]  
[[Võ Hồng Khanh]]


| Wed 16/12/2009  
| Wed 16/12/2009  
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| Customer Data  
| Customer Data  
| Update customer data in Catglobe based on information from Thomas' questionnaire  
| Update customer data in Catglobe based on information from Thomas' questionnaire  
| [[Lê Phan Thùy Mai]]  
| [[Lê Phan Thùy Mai|Loc]] & Khanh
| Tue 22/12/2009  
| Tue 22/12/2009  
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|  
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| Customer Status  
| Customer Status  
| Update current customers status based on list sent by Ulrik  
| Update current customers status based on list sent by Ulrik  
| [[Lê Phan Thùy Mai]]  
| [[Lê Phan Thùy Mai|Loc]]
| Tue 22/12/2009  
| Tue 22/12/2009  
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|  
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| [[Lê Phan Thùy Mai]]  
| [[Lê Phan Thùy Mai]]  
| Fri 18/12/2009  
| Fri 18/12/2009  
|  
| Done
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|-
| 6  
| 6  
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| [[Lê Phan Thùy Mai]]  
| [[Lê Phan Thùy Mai]]  
| Fri 18/12/2009  
| Fri 18/12/2009  
|  
| Done
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|-
| 7  
| 7  
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| Please estimate  
| Please estimate  
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| Not possible at the moment
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| 8  
| 8  
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| 9  
| 9  
| Customer  
| Customer  
| User cannot select datetime while adding performance at the second time  
| User cannot select datetime while adding appointment at the second time  
| [[Lê Phan Thùy Mai]] - [[Questionnaire]]  
| Loc[[Lê Phan Thùy Mai|Lê Phan Thùy Mai]]
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Revision as of 09:43, 29 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 Done
3 Customer Data Update customer data in Catglobe based on information from Thomas' questionnaire Loc & Khanh Tue 22/12/2009
3 Customer Status Update current customers status based on list sent by Ulrik Loc 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 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
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 Not possible at the moment
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 appointment at the second time LocLê Phan Thùy Mai
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