History: Customer_Relationship_Management
Preview of version: 17
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This profile is designed based on the requirements established in the following pages.
TikiCRM will be developed at http://crm.tikiwiki.org
Steps
Please see:
http://dev.tikiwiki.org/crm
Project_Management
Mail_Merge
TikiCRM will be developed at http://crm.tikiwiki.org
Steps
- User_Trackers
- Add sender email
- Make trackers for contacts with customers (ticket system)
- GroupMail
- Credits and Shopping cart
Activity
YAML
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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
Related profiles
Social_Networking_ServiceProject_Management
Mail_Merge
Related links
http://en.wikipedia.org/wiki/Customer_relationship_managementTest users
YAML (not working at the moment)
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objects: type: users data: - name: test pass: test group: [ Registered ] - name: test2 pass: test2 group: [ Registered ]
Inclusions
YAML
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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