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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       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        
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. 

TCL Procedures

callback::acs_mail_lite::incoming_email::impl::contacts_group_mail       Implementation of group support for incoming emails If the to address matches an address stored with a group then send out the email to all group members 
callback::acs_mail_lite::incoming_email::impl::contacts_mail_through       Implementation of mail through support for incoming emails You can send an e-amil through the system by sending it to user#target.com@yoursite.com The email will be send from your system and if mail tracking is installed the e-mail will be tracked. 
callback::contact::after_instantiate::contract        
callback::contact::append_attribute::contract        
callback::contact::contact_form::contract       Form when adding a new contact. 
callback::contact::contact_form::impl::contacts_locale       add locale form element for persons 
callback::contact::contact_form_after_submit::contract       After the contact-edit and/or contact-add form have been completely submitted, and data has been flushed you can do something for your site. 
callback::contact::contact_form_validate::contract        
callback::contact::contact_rels::contract       This callback is executed in the relationship add page. 
callback::contact::employee_new::contract       This callback will be executed once an employee has been created. 
callback::contact::envelope::contract       You can request one of: 1. 
callback::contact::envelope::impl::envelope10        
callback::contact::history::contract        
callback::contact::label::contract       You can request one of: 1. 
callback::contact::label::impl::avery5160        
callback::contact::label::impl::brother        
callback::contact::organization_new::contract        
callback::contact::organization_new_group::contract       This is a callback that is executed when you add a new organization to a group. 
callback::contact::organization_new_rel::contract       This is a callback that is executed when you add a new organization in a relationship. 
callback::contact::person_add::contract        
callback::contact::person_new_group::contract       This is a callback that is executed when you add a new person to a group. 
callback::contact::person_new_rel::contract       This is a callback that is executed when you add a new person in a relationship to an organization. 
callback::contact::search::query_clauses::contract       This callback is executed by the contact::search::query_clause and allows a site to customize the behavior or the entered query string in the primary contacts search box it should return a list of conditions. 
callback::contact::special_attributes::ad_form_save::contract       This callback is executed first in the new_data or edit_data ad_from blocks when creating or saving a contacts information 
callback::contact::special_attributes::ad_form_save::impl::contacts        
callback::contact::special_attributes::ad_form_save::impl::contacts_locale       set locale for a new party 
callback::contact::special_attributes::ad_form_values::contract       This callback is executed last in the edit_request ad_form block of editing a contact 
callback::contact::special_attributes::ad_form_values::impl::contacts        
callback::contacts::bulk_actions::contract        
callback::contacts::email_subject::contract        
callback::contacts::extensions::contract        
callback::contacts::extensions::impl::attributes        
callback::contacts::extensions::impl::groups        
callback::contacts::extensions::impl::privacy        
callback::contacts::extensions::impl::relationships        
callback::contacts::merge::contract       This callback is executed when merging two contacts. 
callback::contacts::multirow::extend::contract        
callback::contacts::multirow::extend::impl::attributes        
callback::contacts::multirow::extend::impl::groups        
callback::contacts::multirow::extend::impl::privacy        
callback::contacts::multirow::extend::impl::relationships        
callback::contacts::package_instantiate::contract       After instantiate callback 
callback::contacts::redirect::contract       This callback is executed by /package/contacts/index.vuh. 
callback::contacts::redirect::impl::contactspdfs       redirect the contact to the correct pdf stuff 
callback::dotlrn_community::add_members::impl::contacts_employees       Callback to add the employees of an organization to the club as members 
callback::fs::folder_chunk::add_bulk_actions::impl::contacts       Callback to add a bulk action for sending a mail to the contact with the files attached that are mapped in the folder view If you have an organization, all persons related to it will be added to the mail sending as well. 
callback::pm::project_edit::impl::contacts       map selected organization to updated project 
callback::pm::project_new::impl::contacts       map selected organization to new project 
contact::complaint::check_name       Check if the name you are giving to the complaint already exists, if it does returns 1 otherwise returns 0 
contact::complaint::new       Inserts a new complaint. 
contact::email       this returns the contact's name. 
contact::email_not_cached       this returns the contact's name 
contact::employee::direct_phone       # Return the directphone of the employee 
contact::employee::get       Get full employee information. 
contact::exists_p       does this contact exist? 
contact::extend::delete       Deletes one contact extend option 
contact::extend::get_options       Returns a list of the form { pretty_name extend_id } of all available extend options in contact_extend_options, if search_id is passed then ignore the extends in contact_search_extend_map 
contact::extend::new       Creates a new contact extend option 
contact::extend::option_info       Returns a list of the form { var_name pretty_name subquery description aggregated_p } of the extend_id 
contact::extend::update       Updates one contact extend option 
contact::extend::var_name_check       Checks if the name is already present on the contact_extend_options table or not 
contact::group::add_member       Adds a user to a group, checking that the rel_type is permissible given the user's privileges, Can default both the rel_type and the member_state to their relevant values. 
contact::group::map       this creates a new group for use with contacts (and the permissions system) 
contact::group::mapped_p       this creates a new group for use with contacts (and the permissions system) 
contact::group::name       Get the group name for contacts (this might be a dotlrn community name or a group title) 
contact::group::notifications_p       Does this group use notifications (if one contacts instance does then all do, since the group is not bound to the contacts instance) 
contact::group::parent       returns the group_id for which this group is a component, if none then it return null 
contact::groups       Return the groups that are mapped in contacts THIS ONLY WORKS FOR PERSONS CORRECTLY AT THIS POINT IN TIME! 
contact::groups_list       Retrieve a list of all groups currently in the system 
contact::groups_list_not_cached       Retrieve a list of all groups currently in the system 
contact::link       this returns the contact's name. 
contact::list::delete        
contact::list::exists_p        
contact::list::member_add       Add a party to a list 
contact::list::member_delete       Delete a party from a list 
contact::list::member_p       Add a party to a list 
contact::list::new       create a contact list 
contact::live_revision       create a contact revision 
contact::message::get       Get the info on a contact message 
contact::name       this returns the contact's name. 
contact::name_not_cached       this returns the contact's name 
contact::oo::change_content       Takes the provided contents and places them in the content.xml file of the sxw file, effectivly changing the content of the file. 
contact::oo::convert       Returns a string which we can insert into the content.xml file This is a replacement procedure which should hopefully deal with at least the breaks links and paragraphs. 
contact::oo::convert_to_pdf_file_using_jooconverter       Converts a source (file or data) into PDF using the function contact::oo::convert_to_pdf_using_jooconverter (please read the documentation there) and saves the result to a file named as specified in destination_file.<br> <br> A simple example:<br> contact::oo::convert_to_pdf_file_using_jooconverter -source_type TXT -source_data "Hello world!" -destination_file "/home/exampleuser/test.pdf"<br> will convert the given text "Hello world!" into a PDF file test.pdf in /home/exampleuser/ using the default webservice_url.<br> <br> Returns 0 (FALSE) on an error and 1 (TRUE) on success.<br> 
contact::oo::convert_to_pdf_using_jooconverter       Converts a source (file or data) into PDF using the JooConverter running on Apache/Tomcat as a webservice.<br> <br> To use this function, you will need a full installation of JooConverter including Apache Tomcat, see http://jooreports.sourceforge.net/?q=jooconverter/guide<br> To test if all components (including OpenOffice 2.0.3 or higher) will run, you can execute a wget call (with wget 1.10 or higher).<br> <br> At this time this function supports converting from Text (source_type TXT), OpenOffice-Writer (source_type ODT) and Rich Text Format (source_type RTF) to the Portable Document Format (PDF).<br> <br> Either specify a fully qualified filename as source (source_file) or direct data (source_data). 
contact::oo::convert_to_pdf_using_jooconverter2       Converts a source (file or data) into PDF using the JooConverter running on Apache/Tomcat as a webservice.<br> <br> To use this function, you will need a full installation of JooConverter including Apache Tomcat, see http://jooreports.sourceforge.net/?q=jooconverter/guide<br> To test if all components (including OpenOffice 2.0.3 or higher) will run, you can execute a wget call (with wget 1.10 or higher).<br> <br> At this time this function supports converting from Text (source_type TXT), OpenOffice-Writer (source_type ODT) and Rich Text Format (source_type RTF) to the Portable Document Format (PDF).<br> <br> Either specify a fully qualified filename as source (source_file) or direct data (source_data). 
contact::oo::get_ASCII_code        
contact::oo::import_oo_pdf       This function is a meta/wrapper function to<br> contact::oo::import_oo_pdf_using_jooconverter and<br> contact::oo::import_oo_pdf_using_soffice (formerly import_oo_pdf itself)<br> <br> Please look at the documentation there for further information.<br> <br> This function will try import_oo_pdf_using_jooconverter first and on exception it will fallback to import_oo_pdf_using_soffice<br> <br> 
contact::oo::import_oo_pdf_using_jooconverter       Imports an OpenOffice file (.sxw / .odt) as a PDF file into the content repository. 
contact::oo::import_oo_pdf_using_soffice       Imports an OpenOffice file (.sxw / .odt) as a PDF file into the content repository. 
contact::oo::join_pdf       Joins given pdf files and inserts the resulting PDF file into the content repository. 
contact::owner_add        
contact::owner_count       How many owners own this object? 
contact::owner_delete        
contact::owner_delete_all        
contact::owner_p        
contact::owner_read_p        
contact::owner_require        
contact::owner_require_read        
contact::package_id       Return the contacts package_id of a party 
contact::privacy_prevents_p        
contact::privacy_set        
contact::require_visiblity        
contact::revision::new       create a contact revision 
contact::salutation       Get salutation string. 
contact::search::condition::delete       create a contact search 
contact::search::condition::exists_p        
contact::search::condition::new       create a contact search 
contact::search::delete       create a contact search 
contact::search::exists_p       create a contact search 
contact::search::flush       Flush everything related to a search 
contact::search::flush_all       Flush everything related to a search 
contact::search::flush_results_counts       Flush everything related to a search 
contact::search::get       Get the info on an attribute 
contact::search::get_extensions        
contact::search::log       log a search 
contact::search::new       create a contact search 
contact::search::object_type       Return the object_type for a search 
contact::search::object_type_not_cached        
contact::search::owner_id       create a contact search 
contact::search::party_p       Is the supplied party in the search. 
contact::search::permitted        
contact::search::query_clause       create a contact search query. 
contact::search::results       Get the party_ids returned for a search 
contact::search::results_count       Get the total number of results from a search. 
contact::search::results_count_not_cached       Get the total number of results from a search 
contact::search::title        
contact::search::update       create a contact search 
contact::search::where_clause        
contact::search::where_clause_not_cached        
contact::search_clause       Get the search clause for a search_id 
contact::search_pretty       Get the search in human readable format. 
contact::search_pretty_not_cached       Get the search in human readable format 
contact::signature::get       Get a signature 
contact::subsite_user_group       create a contact revision 
contact::type       returns the contact type 
contact::url       create a contact revision 
contact::user_p       is this party a user? Cached 
contact::util::create_rel       Create a contacts rel 
contact::util::get_account_manager       get the account manager's party_id for an organization 
contact::util::get_employee_organization       get organization of an employee 
contact::util::get_employee_organization_not_cached       get organization of an employee 
contact::util::get_employees       get employees of an organization 
contact::util::get_employees_list_of_lists       get employees of an organization in a list of list suitable for inclusion in options the list is made up of employee_name and employee_id. 
contact::util::get_employees_not_cached       get employees of an organization 
contact::util::get_employers       Get employers of an employee 
contact::visible_p       Is the contact visible to the specified package. 
contacts::attribute::name       this code returns the name of an attribute 
contacts::attribute::options_attribute       Returns a list of only the attributes that have multiple choices of the format {pretty_name attribute_id} 
contacts::categories::enabled_p       returns 1 if categories are enabled or 0 if not 
contacts::categories::get_selects        
contacts::complaint::install        
contacts::default_group       Returns the default group_id a contacts instance. 
contacts::default_groups       Returns a list of group_ids that this instance searches for. 
contacts::group::notification::get_url        
contacts::group::notification::process_reply        
contacts::import::csv       Imports leads information from a file. 
contacts::install::after_mount       This is the TCL proc that is called automatically by the APM whenever a new instance of the subsites application is mounted. 
contacts::install::package_install        
contacts::merge       Merge two contacts, there is also a contacts::merge callback so that other packages can get in on the action of this proc. 
contacts::multirow       This procedure extends a contacts multirow by the type.key pairs specified as a list as the extend param. 
contacts::person::new       Insert a new person into contacts This will add them to the default group and add the ams attributes. 
contacts::postal_address::get       get the info from addresses and store them in the array 
contacts::search::condition_type       This proc defers its responses to all other <a href="/api-doc/proc-search?show_deprecated_p=0&query_string=contacts::search::condition_type::&source_weight=0&param_weight=3&name_weight=5&doc_weight=2&show_private_p=1&search_type=All+matches">contacts::search::condition_type::${type}</a> procs. 
contacts::telecom_number::get       get the variables from phone_numbers 
intranet-contacts::categories       Return the categories that belong to object_types This is somewhat based on contact::groups which is what it should replace. 
intranet-contacts::employee::create_key_account_rel       Create the relationship for employees 
intranet-contacts::employee::create_rel       Create the relationship for employees 
intranet-contacts::object_type_pretty       Return the pretty string for an object_type. 
intranet-contacts::supported_object_types       Returns a list of object types which are supported by intranet-contacts 
intranet-contacts::supported_rel_types       Returns a list of object types which are supported by intranet-contacts 
intranet-contacts::table_and_join_clauses       Return a list of table_names and join_clauses which are needed to create a query for this object_type 
template::data::transform::contact_search        
template::data::validate::contact_search        
template::util::contact_search::contact_option       this returns the contact's name to be returned in the contact search widget. 
template::widget::contact_search       A widget that searches for contacts (persons and organizations) and lets the user select one from the search results. 
template::widget::select_with_optgroup        

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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