What the profile should do

basic

• 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)

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)

• sender email

Activity

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

Related profiles

Related links

Test users

objects:
 type: users
  data: 
   -
    name: test
    pass: test
    group: [ Registered ]
   -
    name: test2
    pass: test2
    group: [ Registered ]

Inclusions

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

• CRM
• Community Relationship Management
• Customer Relationship Management
• Constituent Relationship Management
• Membership