History: Customer_Relationship_Management

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Preview of version: 23

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

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

What the profile should do

basic

Contacts and membership management
Database of contacts, managed by admins
Some of those contacts have logins and can update their profile as per User_Trackers
Anonymous can create an account and update profile
Registered users can become members (and pay) (there is more than 1 membership type) as per: http://doc.tiki.org/Payment#Membership_Management


Interaction management (ticket system)
  • 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
    • Registered users can use the ticket system (report issues, etc.)
    • Admins can also use the ticket system to log interactions with contacts (whether or not they are members)


Nice to have

  • Admins can indicate: Time spent (minutes to be deducted from Credits, when ticket is closed)
  • Admins can filter contacts by a criteria and contact them

Long term

  • Show off credit system
  • Shopping cart is available to replenish credits (this part needs to be coded)
  • Use payment to run a Data Channel (to show off the new feature)


Profile should ask for:
  • sender email



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.tiki.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.tiki.org:User_Trackers:user_tracker
 - $profiles.tiki.org:Test_All_Themes:Test_All_Themes
 - $profiles.tiki.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