History: Customer_Relationship_Management

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Preview of version: 20

This profile is designed based on the requirements established in the following pages.

TikiCRM will be developed at http://crm.tikiwiki.org

Steps
  1. Offer possibility for people to register and become members as per: http://doc.tikiwiki.org/Payment#Membership_Management
  2. User_Trackers
    • Add sender email
  3. Make trackers for contacts with customers (ticket system)
    • with admin field (visible to user) with time spent
      • When ticket is closed, this is passed to the Credit system
  4. Shopping cart is available to replenish credits (this part needs to be coded)
  5. Use payment to run a Data Channel (to show off the new feature)


Activity

YAML
objects:
 -
  type: tracker
  ref: activity_tracker
  data:
   name: Activity tracker
   description: Tracks phone calls, etc.
   default_status: open
   show: [ status, creation_date, modification_date, list_modification_date ]
   allow: [ comments, attachments ]
 -
  type: tracker_field
  ref: activity_tracker_summary
  data:
   name: Summary
   tracker: $activity_tracker
   type: text_field
   flags: [ searchable, public, list, mandatory, link ]
   order: 10
 -
  type: tracker_field
  ref: activity_tracker_priority
  data:
   name: Priority
   tracker: $activity_tracker
   type: dropdown
   options: 5 (high),4,3,2,1 (low)
   flags: [ searchable, public, list ]
   order: 20
 -
  type: tracker_field
  ref: activity_tracker_description
  data:
   name: Description
   tracker: $activity_tracker
   type: text_area
   options: 1
   flags: [ public, mandatory ]
   order: 30
 -
  type: tracker_field
  ref: activity_tracker_assignee
  data:
   name: Assigned to
   tracker: $activity_tracker
   type: user
   flags: [ searchable, public, list ]
   order: 40





Please see:
http://dev.tikiwiki.org/crm

Social_Networking_Service
Project_Management
Mail_Merge

http://en.wikipedia.org/wiki/Customer_relationship_management

Test users

YAML (not working at the moment)
objects:
 type: users
  data: 
   -
    name: test
    pass: test
    group: [ Registered ]
   -
    name: test2
    pass: test2
    group: [ Registered ]




Inclusions


YAML
dependencies:
 - $profiles.tikiwiki.org:User_Trackers:user_tracker
 - $profiles.tikiwiki.org:Test_All_Themes:Test_All_Themes
 - $profiles.tikiwiki.org:powered_by:powered_by   # ((powered_by))



Todo

  • Make activity tracker (calls, etc) work
    • What about contact with no username? (what is in drop down?)
  • Make group tracker associate within profile for User_Trackers


alias

History

Information Version
Mon 29 of Oct, 2012 18:32 GMT-0000 Marc Laporte less 43
Mon 29 of Oct, 2012 18:30 GMT-0000 Marc Laporte type: text_field 42
Mon 29 of Oct, 2012 18:26 GMT-0000 Marc Laporte need trackers 41
Mon 29 of Oct, 2012 18:25 GMT-0000 Marc Laporte prolly for Tiki10 only 40
Mon 29 of Oct, 2012 18:20 GMT-0000 Marc Laporte install via shell 39
Mon 29 of Oct, 2012 18:18 GMT-0000 Marc Laporte Contact info 38
Mon 29 of Oct, 2012 18:12 GMT-0000 Marc Laporte menu 37
Mon 29 of Oct, 2012 18:09 GMT-0000 Marc Laporte more 36
Fri 01 of Apr, 2011 04:10 GMT-0000 Marc Laporte cosmetic 35
Fri 01 of Apr, 2011 03:06 GMT-0000 Marc Laporte cleanup 34
Fri 01 of Apr, 2011 01:50 GMT-0000 Marc Laporte cleanup 33
Fri 01 of Apr, 2011 01:34 GMT-0000 Marc Laporte what is best word for this? 32
Fri 01 of Apr, 2011 00:34 GMT-0000 Marc Laporte cleanup 31
Thu 31 of Mar, 2011 23:39 GMT-0000 Marc Laporte cleanup 30
Thu 31 of Mar, 2011 23:25 GMT-0000 Marc Laporte Moving from http://crm.tiki.org/Todo 29
Thu 31 of Mar, 2011 23:02 GMT-0000 Marc Laporte Moved from http://crm.tiki.org/Plan 28
Sat 30 of Oct, 2010 22:49 GMT-0000 Marc Laporte will be replaced by what is on crm.tiki.org 27
Thu 16 of Sep, 2010 19:28 GMT-0000 cdrwhite Added some of my requirements to "nice to have" 26
Wed 15 of Sep, 2010 23:50 GMT-0000 Marc Laporte more 25
Wed 15 of Sep, 2010 23:48 GMT-0000 Marc Laporte bullets 24
Wed 15 of Sep, 2010 23:48 GMT-0000 Marc Laporte more info 23
Mon 13 of Sep, 2010 19:32 GMT-0000 Marc Laporte shorter 22
Wed 18 of Aug, 2010 18:34 GMT-0000 Marc Laporte 21
Wed 18 of Aug, 2010 18:33 GMT-0000 Marc Laporte 20
Wed 18 of Aug, 2010 04:29 GMT-0000 Marc Laporte 19