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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

Advanced
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