]po[ Contacts/CRM Package

hive_module_crm

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. 

  • Define and manage "Searches"
  • Export results to CSV format
  • Send mass mails to a sub group of users that have been defined by a "Search" to support Campaign Management


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
 

References

Related Object Types

Related Modules

Package Documentation

Kind:Publicity:
[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. 
 
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