Developer notes

php installer/shell.php install; sh setup.sh; php lib/search/shell.php rebuild; php lib/profilelib/shell.php install Customer_Relationship_Management; sh setup.sh

Missing features

• Permission Management
  • Users are automatically unassigned from the group after
  • prefs for user trackers
    • New we get "You do not have permission to insert an item"
• After a user joins a group (with payment), it should not produce an error
  • PluginMemberPayment
  • After paying on Membership: This invoice does not exist or is in limited access.

Basic prefs

General

instructions: Setup
preferences:
 feature_trackers: y
 allowRegister: y
 payment_feature: y
 wikiplugin_addtocart : y
 wikiplugin_memberpayment : y
 userTracker: y

Temporary

preferences:
 validateUsers: n

Membership-groups

permissions:
 Members:
  description: Members of the organization

Wiki pages

objects:
 -
  type: wiki_page
  ref: crm_home_page
  data:
   name: HomePage
   content: wikicontent:Customer_Relationship_Management_HomePage
 -
  type: wiki_page
  ref: crm_setup
  data:
   name: Setup
   description: Post-Profile Setup Instructions
   lang: en
   content: wikicontent:Customer_Relationship_Management_Setup
 -
  type: wiki_page
  ref: crm_myprofile
  data:
   name: MyProfile
   content: wikicontent:Customer_Relationship_Management_MyProfile
 -
  type: wiki_page
  ref: crm_membership
  data:
   name: Membership
   content: wikicontent:Customer_Relationship_Management_Membership

Trackers

Contact info

objects:
 -
  type: tracker
  ref: crmcontact
  data:
   name: CRM contacts 
 -
  type: tracker_field
  ref: crmusername
  data:
   order: 10
   name: Username
   type: user
   tracker: $crmcontact
 -
  type: tracker_field
  ref: crmfirstname
  data:
   order: 20
   name: First name
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmlastname
  data:
   order: 30
   name: Last Name
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmorganization
  data:
   order: 40
   name: Organization
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmaddress
  data:
   order: 50
   name: Address
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmcity
  data:
   order: 60
   name: City
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmprovince
  data:
   order: 70
   name: State/province
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmpostalcode
  data:
   order: 80
   name: Zip/Postal code
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmcountry
  data:
   order: 90
   name: Country
   type: country
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmmobilephone
  data:
   order: 100
   name: Mobile Phone
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmofficephone
  data:
   order: 110
   name: Office Phone
   type: text_field
   tracker: $crmcontact 
 -
  type: tracker_field
  ref: crmemail
  data:
   order: 120
   name: E-mail
   type: text_field
   tracker: $crmcontact

Actions

Menus

objects:
 -
  type: menu
  ref: CRM_Top_menu
  data:
   name: Top
   description: A menu containing the base navigation of the site
   collapse: none
   items:
    -
     name: Home
     url: ((HomePage))
    -
     name: My Profile
     url: ((MyProfile))
    -
     name: Membership
     url: ((Membership))
    -
     name: Help
     url: ((Help))
    -
     name: Setup
     url: ((Setup))
     permissions: [ admin ]

Menu on top

objects: 
 - 
  type: module
  data: 
   name: menu
   params: 
    id: $CRM_Top_menu
    type: horiz
    menu_id: tiki-top
    nobox: y
   groups: 
   order: 1
   position: topbar

Features

• 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)

• 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)

Actions by group

Anonymous

• Have access to the public information about the organization
• Are invited to register to the site

Registered

• Can login and update their profile user tracker with name, phone number address, photo, etc.
  • A main staff contact for each (so the best person calls when relevant)
  • Note: there are some contacts which have no login and the info is solely maintained by staff
• Can pay for membership
  • Payment is via Paypal or manual payment
• Can see if payment is due
• credits
  • Can purchase
  • Can check status
  • Can use credits
• Can't see other profiles
• Can register to an event
• Can purchase an item (ex.: book) via the Shopping Cart
• Tickets (using Trackers)
  • log a support ticket
  • review status of tickets already submitted

Members

• See restricted section for members. This is a category with permissions.

Staff

• Send Newsletters to members in good standing
• Can promote list of members on public site
• Can change the user type
  • Ex.: Contact, Lead, Past Customer, etc.
• Can see full list of members
• Can edit wiki pages and member's profile
• Credits
  • Can manage credits for all users
• View all and respond to all tickets

Admins

• Can do everything

Questions

• Do we need to make the distinction between an individual contact and a company/account which has many contacts in it.
  • Would be simpler not to. Otherwise, we need to figure something out with group trackers.
• interaction or actions, or should they be called something else?

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)

Todo

• Make more tests as an end user becoming a member
  • change top menu
• Clarify the CRM action aspect
  • It should look like a ticket from the client's perspective, with some hidden fields for the admins
• Array in http://crm.tiki.org/tiki-view_tracker_item.php?view=+user

  <title>test company    Array</title>

• How does a user know if he has outstanding payments?
• 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
• Profile should ask for: sender email

Related profiles

• Social_Networking_Service
• Project_Management
• Mail_Merge

Related links

• http://en.wikipedia.org/wiki/Customer_relationship_management
• http://en.wikipedia.org/wiki/Category:Free_customer_relationship_management_software
• http://dev.tiki.org/crm
• http://wikisuite.org/Customer-Relationship-Management

• CRM
• Contact Relationship Management
• Community Relationship Management
• Client Relationship Management
• Constituent Relationship Management
• Membership