This packages allows for the storing of customer contact information and further integration of these contacts throughout ]project-open[ in CRM sensitive situations. Controls and manages storage of address information for customers, employees and their companies. Structured discussion forums (discussions, news, tasks, incidents) can be associated to specific projects and customers, concentrating all activity related to customer acquisition and management during the customer life cycle.
The ]po[ Contacts package has not been "productized" yet and therefore it is not yet part of the official ]po[ distribution. However, it's already used internally by ]project-open[ Core Team and offers as of 04/2010 the following functionality.
The screen cast below shows the scope of the current implementation:
It is planned to extend the package to further support typical CRM tasks so that an integration with external CRM tools becomes obsolete.
Please get in touch with us if you are interested in sponsoring this efforts.
Note: See CRM Module on how to manage your sales pipeline using V3.4
Related Object Types
|[Library Files | Procedures | SQL Files | Content Pages]||[Public Only | All]|
lib/ap-tasks-portlet.adp lib/ap-tasks-portlet.tcl lib/changes.adp lib/changes.tcl lib/comments.adp lib/comments.tcl lib/contact-attributes-portlet.adp lib/contact-attributes-portlet.tcl lib/contact-attributes.adp lib/contact-attributes.tcl lib/contact-complaint-form.adp lib/contact-complaint-form.tcl lib/contact-complaint-list-portlet.adp lib/contact-complaint-list-portlet.tcl lib/contact-complaint-list.adp lib/contact-complaint-list.tcl lib/contact-privacy.adp lib/contact-privacy.tcl lib/contact-relationships-portlet.adp lib/contact-relationships-portlet.tcl lib/contact-relationships.adp lib/contact-relationships.tcl lib/contacts-aggregated.adp lib/contacts-aggregated.tcl lib/contacts-master.adp lib/contacts-master.tcl lib/contacts.adp lib/contacts.tcl lib/customer-group-portlet.adp lib/customer-group-portlet.tcl lib/email-search.adp lib/email-search.tcl lib/email.adp lib/email.tcl lib/envelope.adp lib/envelope.tcl lib/fax.adp lib/fax.tcl lib/glossar-list-portlet.adp lib/glossar-list-portlet.tcl lib/groups-portlet.adp lib/groups-portlet.tcl lib/groups.adp lib/groups.tcl lib/history-portlet.adp lib/history-portlet.tcl lib/history.adp lib/history.tcl lib/label.adp lib/label.tcl lib/letter.adp lib/letter.tcl lib/list-parties-add.adp lib/list-parties-add.tcl List and manage contacts. lib/list-parties-remove.adp List and manage contacts. lib/list-parties-remove.tcl List and manage contacts. lib/lists-include.adp List and manage contacts. lib/lists-include.tcl List and manage contacts. lib/lists.adp List and manage contacts. lib/lists.tcl List and manage contacts. lib/mail-tracking-portlet.adp List and manage contacts. lib/mail-tracking-portlet.tcl List and manage contacts. lib/merge.adp List and manage contacts. lib/merge.tcl Merge two contacts. lib/offers-portlet.adp Merge two contacts. lib/offers-portlet.tcl Merge two contacts. lib/oo_mailing.adp Merge two contacts. lib/oo_mailing.tcl Merge two contacts. lib/pm-tasks-portlet.adp Merge two contacts. lib/pm-tasks-portlet.tcl Merge two contacts. lib/portlet.adp Merge two contacts. lib/portlet.tcl Merge two contacts. lib/project-offers-portlet.adp Merge two contacts. lib/project-offers-portlet.tcl Merge two contacts. lib/projects-billable-portlet.adp Merge two contacts. lib/projects-billable-portlet.tcl Merge two contacts. lib/projects-portlet.adp Merge two contacts. lib/projects-portlet.tcl Merge two contacts. lib/search-contact.adp Merge two contacts. lib/search-contact.tcl Merge two contacts. lib/searches-portlet.adp Merge two contacts. lib/searches-portlet.tcl Merge two contacts. lib/searches.adp Merge two contacts. lib/searches.tcl Merge two contacts. lib/sharing.adp Merge two contacts. lib/sharing.tcl List and manage contacts. lib/subprojects-portlet.adp List and manage contacts. lib/subprojects-portlet.tcl List and manage contacts. lib/tasks-tasks-portlet.adp List and manage contacts. lib/tasks-tasks-portlet.tcl List and manage contacts. lib/user-info.adp List and manage contacts. lib/user-info.tcl List and manage contacts. lib/werbemailing.adp List and manage contacts. lib/werbemailing.tcl List and manage contacts. tcl/attribute-procs.tcl Support procs for attributes in the contacts package tcl/category-procs.tcl Support procs for the categorys in the contacts package tcl/contact-complaint-procs.tcl tcl/contact-employee-procs.tcl tcl/contact-extend-procs.tcl tcl/contact-list-procs.tcl Support procs for the lists in the contacts package tcl/contact-message-procs.tcl Support procs for the contacts package tcl/contact-search-condition-type-procs.tcl Contact search condition type procs tcl/contact-search-procs.tcl Support procs for the contacts package tcl/contact-search-widget-procs.tcl Contact search widget for the OpenACS templating system. tcl/contacts-callback-procs.tcl Callback procs for contacts tcl/contacts-import-procs.tcl Callback procs for contacts tcl/contacts-install-procs.tcl Contacts install library Procedures that deal with installing, instantiating, mounting. tcl/contacts-label-callback-procs.tcl Callback implementations for label printing tcl/contacts-procs.tcl Support procs for the contacts package tcl/intranet-contacts-procs.tcl Procedures for intranet-contacts tcl/oo-procs.tcl Support procs for the contacts package with regards to OpenOffice Before you can make use of these functions, OpenOffice 2.4 needs to be installed in your system.