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History: Customer_Relationship_Management

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Preview of version: 26

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
  • Members have access to privileged content (A members-only category)


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
  • User groups can have access to a common contact database with different access levels. For example the contact database "sales" is readable by the members of "sales", "sales_senior" can add contacts and edit those contacts they own and "sales_admin" can reassign contacts to others and edit them all. Another user group "tech" will have their own contact database and so on.
  • Each contact can have n different contact types with different values, for example 3 entries "telephone". new contact types can be defined
  • for some contact types links can be generated (for example if I enter data into a homepage field, this is a link to the website, for a telephone number this is a link to a helper script on my pbx server to trigger a call and for an email it is a mailto link of course.
  • Notes can be attached to a contact which are visible to all or to the author only
  • Documents can be attached to a contact
  • contacts can be grouped in relations: Bill is the superior of Joe, Lisa is the wife of Joe etc.

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