History: Customer_Relationship_Management

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Preview of version: 17

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

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

Steps
  1. User_Trackers
    • Add sender email
  2. Make trackers for contacts with customers (ticket system)
  3. GroupMail
  4. Credits and Shopping cart


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
Wed 18 of Aug, 2010 03:52 GMT-0000 Marc Laporte 18
Wed 18 of Aug, 2010 03:49 GMT-0000 Marc Laporte 17
Sun 28 of Feb, 2010 00:04 GMT-0000 Marc Laporte 16
Sat 27 of Feb, 2010 23:35 GMT-0000 Marc Laporte 1st stab at an actvity tracker 15
Sat 27 of Feb, 2010 23:11 GMT-0000 Marc Laporte Plugin modified by editor. 14
Fri 26 of Feb, 2010 18:19 GMT-0000 Marc Laporte 13
Fri 26 of Feb, 2010 18:08 GMT-0000 Marc Laporte 12
Fri 26 of Feb, 2010 17:17 GMT-0000 Marc Laporte 9
Fri 26 of Feb, 2010 15:21 GMT-0000 Marc Laporte 8
Fri 26 of Feb, 2010 15:20 GMT-0000 Marc Laporte 7
Fri 26 of Feb, 2010 15:13 GMT-0000 Marc Laporte 6
Fri 26 of Feb, 2010 15:07 GMT-0000 Marc Laporte 5
Fri 26 of Feb, 2010 15:07 GMT-0000 Marc Laporte 4
Sun 17 of Jan, 2010 15:29 GMT-0000 Pascal St-Jean 3
Sat 08 of Aug, 2009 17:50 GMT-0000 Marc Laporte 2
Mon 06 of Oct, 2008 21:36 GMT-0000 Marc Laporte 1