History: Customer_Relationship_Management

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            This profile is designed based on the requirements established in the following pages.

TikiCRM will be developed at http://crm.tiki.org

Steps
# Offer possibility for people to register and become members as per: http://doc.tiki.org/Payment#Membership_Management
# ((User_Trackers))
** Add sender email
# 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 ((doc:Credit)) system 
# ((doc:Shopping cart)) is available to replenish credits (this part needs to be coded)
# Use ((doc:payment)) to run a ((doc:Data Channel)) (to show off the new feature)


!! Activity
{CODE(caption=>YAML,wrap=>0)}
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
{CODE}




Please see:
http://dev.tiki.org/crm

!!Related profiles
((Social_Networking_Service))
((Project_Management))
((Mail_Merge))

!!Related links
http://en.wikipedia.org/wiki/Customer_relationship_management

!Test users
{CODE(caption="YAML (not working at the moment)")}
objects:
 type: users
  data: 
   -
    name: test
    pass: test
    group: [ Registered ]
   -
    name: test2
    pass: test2
    group: [ Registered ]
{CODE}



! Inclusions

{CODE(caption=>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)) 
{CODE}


!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=-
* (alias(CRM))
* (alias(Community Relationship Management))
* (alias(Customer Relationship Management))
* (alias(Constituent Relationship Management))
* (alias(Membership))