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]po[ Contacts/CRM Package

(Please click on the hexagons for more information)


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]

TCL Libraries

tcl/attribute-procs.tcl        
tcl/category-procs.tcl        
tcl/contact-complaint-procs.tcl        
tcl/contact-employee-procs.tcl        
tcl/contact-extend-procs.tcl        
tcl/contact-list-procs.tcl        
tcl/contact-message-procs.tcl        
tcl/contact-search-condition-type-procs.tcl        
tcl/contact-search-procs.tcl        
tcl/contact-search-widget-procs.tcl        
tcl/contacts-callback-procs.tcl        
tcl/contacts-import-procs.tcl        
tcl/contacts-install-procs.tcl        
tcl/contacts-label-callback-procs.tcl        
tcl/contacts-procs.tcl        
tcl/intranet-contacts-procs.tcl        
tcl/oo-procs.tcl        

TCL Procedures

SQL Files

sql/postgresql/contacts-list-create.sql        
sql/postgresql/contacts-messages-create.sql        
sql/postgresql/contacts-package-create.sql        
sql/postgresql/contacts-search-create.sql        
sql/postgresql/groups-notifications-init.sql        
sql/postgresql/intranet-contacts-create.sql        
sql/postgresql/intranet-contacts-drop.sql        
sql/postgresql/upgrade/upgrade-3.4.0.5.0-3.4.0.5.1.sql        
sql/postgresql/upgrade/upgrade-3.4.0.7.5-3.4.0.7.6.sql        

Content Files

www/
      add-edit-complaint.adp
      add-edit-complaint.tcl Page to add or edit one complaint.
     admin/
           attribute-list.adp
           attribute-list.tcl Display a list of the available attributes to map to an specific search_id and also the default attributes set in the paramaters for each specific search_type.
           ext-search-options.adp
           ext-search-options.tcl UI to add edit or delete options for extended search.
           full-organizations.tcl Export all organizations
           full-people.tcl Export all people
           full-rels.tcl Export all relationships
           group-ae.adp
           group-ae.tcl
           group-map.adp
           group-map.tcl
           group-user-change.tcl Toggle the permission for users to edit their own attributes of this group.
           index.adp
           index.tcl
           permissions-user-add.adp
           permissions-user-add.tcl Redirect page for adding users to the permissions list.
           permissions.adp
           permissions.tcl Permissions for the subsite itself.
           populate.tcl
           purge-user-searches.adp
           purge-user-searches.tcl
           relationship-ae.adp
           relationship-ae.tcl Form to create a new relationship type
           relationships.adp
           relationships.tcl Shows list of all defined relationship types, excluding the parent type "relationship"
           remove-default.tcl Remove the default extended options map to one search_id
           role-ae.adp
           role-ae.tcl Form to create a new role
           roles.adp
           roles.tcl Shows all roles with links to add/delete
           search-list.adp
           search-list.tcl List and manage contacts.
           set-default.tcl Set the default extended options to one search_id
           widgets.adp
           widgets.tcl list all attributes avaiable, and let the user edit edit permissions, regroup, etc.
      ask.adp
      ask.tcl Confirm upload in delivery folder.
      biz-card-add-2.adp
      biz-card-add-2.tcl Search page for existing contacts.
      biz-card-add-3.adp
      biz-card-add-3.tcl
      biz-card-add.adp
      biz-card-add.tcl Selection page to enter a new contact base data.
      bulk-update.adp
      bulk-update.tcl Bulk update contacts
      changes.adp
      changes.tcl
      comment-add.tcl
      comments.adp
      comments.tcl
      complaint-ae.adp
      complaint-ae.tcl
      complaint.adp
      complaint.tcl
      contact-add.adp
      contact-add.tcl
      contact-complaint.adp
      contact-groups.adp
      contact-groups.tcl List and manage contacts.
      contact-rels.adp
      contact-rels.tcl List and manage contacts.
      contact.adp
      contact.tcl
      convert.tcl Download file, convert it to pdf and return it
      create-club.tcl Create the club for an organization.
      files-delete.tcl Update sort order
      files-update.tcl Update sort order
      files.adp
      files.tcl List and manage files for a contact.
      group-delete-confirm.adp
      group-parties-add.adp
      group-parties-add.tcl List and manage contacts.
      group-parties-remove.adp
      group-parties-remove.tcl List and manage contacts.
      group-party-add.tcl List and manage contacts.
      group-party.tcl List and manage contacts.
      history.adp
      history.tcl
      import-csv-2.adp
      import-csv-2.tcl page to import a csv file to the system (contacts)
      import-csv-3.adp
      import-csv-3.tcl Page to upload files and generate new task for dpm/fpm
      import-csv-4.tcl Save the import files
      import-csv.adp
      import-csv.tcl page to import a csv file to the system (contacts)
      index.adp
      index.tcl List and manage contacts.
      index.vuh
      lookup.adp
      lookup.tcl Lookup contact names
      mail-tracking.adp
      mail-tracking.tcl
      message-action.tcl List and manage contacts.
      message-ae.adp
      message-ae.tcl Form to create a new relationship type
      message-log.adp
      message-log.tcl
      message-messages.adp
      message.adp
      message.tcl List and manage contacts.
      messages.adp
      messages.tcl List and manage contacts.
      person-groups-ae.adp
      person-groups-ae.tcl
      person-upgrade-to-user.tcl
      relationship-add.adp
      relationship-add.tcl Add a contact relationship
      relationship-ae.adp
      relationship-ae.tcl Add a Relationship and Manage Relationship Details
      relationship-bulk-add-2.adp
      relationship-bulk-add-2.tcl Add / replace relationships between contacts.
      relationship-bulk-add-3.tcl Add / replace relationships between contacts.
      relationship-bulk-add.adp
      relationship-bulk-add.tcl
      relationship-bulk-move.tcl Move existing relationships to other contact.
      relationship-delete.tcl List and manage contacts.
     resources/
           contacts-print.css
           contacts.css
          yuimenu/
                menu.css
      retrieve.tcl Get a file from the /tmp directory
      save-attribute.tcl Saves an attribute_id for one search_id
      search-action.tcl List and manage contacts.
      search-condition-delete.tcl Delete a search condition.
      search-help.adp
      search-help.tcl List and manage contacts.
      search.adp
      search.tcl List and manage contacts.
      searches.adp
      searches.tcl List and manage contacts.
      select-groups.adp
      select-groups.tcl List and manage contacts.
      settings.adp
      settings.tcl
      signature.adp
      signature.tcl List and manage contacts.
      smart-search.adp
 

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