CoCo Handbook – Stock Module

Abstract

The stock module allows you to manage a database of clients, a database of products (shared by the store front) and send different kinds of messages to your customers. It also allows to make invoices, delivery notes, reminders, and receipts in both html as pdf format.
Currently the email features are not implemented, but the [...]

CRM – Stage Three – Assigning Categories

We need to assign categories to each record so that we can interact with the crm and see what is happening. We need to assign two sets of categories.
The first set of categories deals with the status of the client or the project. i.e. New lead, phone call, site visit.
The second set of categories deal [...]

CRM – Stage Two – Customer Records

I am using pages for this section of the CRM.
I have created a page called Clients. You can also create a page called Suppliers or Misc for those that don’t fit into the box!
Now I create a page for my Client called John Smith and add it as a sub page to the page called [...]

CRM – Stage One – An Introduction

Customer relationship management (CRM) is a broad term that covers concepts used by companies to manage their relationships with customers, including the capture, storage and analysis of customer, vendor, partner, and internal process information.
Wikipedia
Have you ever thought about using WordPress to manage your business? Well I am going to suggest ways in which this is [...]