IMPORTANT: Only apply if you have experience with OpenERP,
if this is not clearly articulated in your proposal it will
be rejected immediately!
step 0 initial setup
categories: client, prospect, associate and
products: Newsletter, Client Memo, Survey, Birthday card
the lists need to be able to be modified
items to be added/removed
1 add a contact
categorize it
the contacts have the following details to be filled out
Title
First name
Surname
Company name
Dealer Group (eg AMP
Address 1
Address 2
City/town
State
Postcode
Phone
Mobile
Fax
Web address
Category (this field depends on the TYPE):
- for Client: A,B,C,D
- for Prospect: 25%, 50 % 75%
- for Associate: (to be defined) eg.: IT provider, News writer
the above categories have to be able to be edited, elements
added/removed for each
the system should offer the appropriate category based on the type selected when
started the entry of the contact
in case of a prospect need to be able to identify what products they
are interested in (they can be interested in more than one - eg.
tickboxes or a list to fill with the predefined categories )
2 Contact record
For each client, prospect, associate
we need to record
Notes for each phone call & meetings
If possible emails sent and received
Dates for follow up actions – if
possible the follow ups are placed
into our personal calendars.
3 Reports
The type of reports we need to view include
List of clients by product.
List of clients by rating
List of prospects by rating
List of prospects by product interest