History: Customer_Relationship_Management

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Preview of version: 21

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
Sat 29 of Jul, 2023 23:40 GMT-0000 Marc Laporte typo 68
Sat 29 of Jul, 2023 23:39 GMT-0000 Marc Laporte note about inactivity 67
Sun 02 of Oct, 2016 16:49 GMT-0000 Marc Laporte CRM for WikiSuite 66
Mon 29 of Oct, 2012 21:12 GMT-0000 nickarh country field type 65
Mon 29 of Oct, 2012 21:05 GMT-0000 nickarh sh 64
Mon 29 of Oct, 2012 20:56 GMT-0000 nickarh added fields 63
Mon 29 of Oct, 2012 20:54 GMT-0000 Marc Laporte After paying on ((Membership)): This invoice does not exist or is in limited access. 62
Mon 29 of Oct, 2012 20:50 GMT-0000 Marc Laporte essential 61
Mon 29 of Oct, 2012 20:35 GMT-0000 Marc Laporte You do not have permission to insert an item 60
Mon 29 of Oct, 2012 20:13 GMT-0000 Marc Laporte to make dev faster 59
Mon 29 of Oct, 2012 20:07 GMT-0000 Marc Laporte missing features 58
Mon 29 of Oct, 2012 20:02 GMT-0000 Marc Laporte group 57
Mon 29 of Oct, 2012 19:56 GMT-0000 Marc Laporte Membership page 56
Mon 29 of Oct, 2012 19:55 GMT-0000 Marc Laporte needed 55
Mon 29 of Oct, 2012 19:53 GMT-0000 Marc Laporte Code Plugin modified by editor. 54
Mon 29 of Oct, 2012 19:41 GMT-0000 duanekennedy Code Plugin modified by editor. 53
Mon 29 of Oct, 2012 19:18 GMT-0000 duanekennedy add myprofile link 52
Mon 29 of Oct, 2012 19:16 GMT-0000 duanekennedy Code Plugin modified by editor. 51
Mon 29 of Oct, 2012 19:14 GMT-0000 duanekennedy Code Plugin modified by editor. 50
Mon 29 of Oct, 2012 19:10 GMT-0000 Marc Laporte nier 49
Mon 29 of Oct, 2012 18:55 GMT-0000 Marc Laporte lowercase 48
Mon 29 of Oct, 2012 18:53 GMT-0000 Marc Laporte links 47
Mon 29 of Oct, 2012 18:51 GMT-0000 Marc Laporte Some wiki pages 46
Mon 29 of Oct, 2012 18:48 GMT-0000 Marc Laporte nicer menu 45
Mon 29 of Oct, 2012 18:42 GMT-0000 Marc Laporte menu in module 44