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New Achievo module called 'CRM'
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PostPosted: Wed Nov 02, 2005 5:20 pm 
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Joined: Sun May 22, 2005 2:16 pm
Posts: 990
Location: Vlissingen, The Netherlands
Hi,

finally found some time to add the CRM module to CVS. You can download the first alpha version here. At this moment it only works with the latest stable version of Achievo, the next version will be made for the Achievo Head so I can use the ATK5 features.

Since this is a first version of the CRM module and it has a long way to go, it has it own company and contacts. So it can be tested without corrupting your real contacts. Once this module finished the contacts and company classes will be merged with the current ones.

So what can you do with this first alpha version, well quite a lot.
At this moment there are 6 major menu's:

- Lead
Add all your leads here, in the future it will be possible to
convert the leads to contacts/company.
- Opportunity
Add your opportunities here.
- Contact
Just like the contacts in Achievo, but with some extra fields.
- Company
Just like the company in Achievo, but with some extra fields.
- Campaign
Add your company campaigns here.
- Activity
Add all you activities likes phone calls, emails etc. to contacts/company.

All other menu's are for setting most of the dropdowns use in the above menu items.
In the db directory there is an initial.sql with some default settings for the
dropdowns to see where they are ment for.

The most screens are quite self explanatory, if you still have questions, patches,
idea's you can post them on the Achievo Forum (http://www.achievo.org/forum/)


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