CRM Update Again

Our developer has started work on the following:

1. A total cleanup. It doesn’t look that nice and if I had a 100 clients entered the list would be stupidly long. You can filter by clicking All, Supplier, Customer or Opportunity and there is a search box. I just don’t think the plugin looks good.
2. A contact form that enters the data directly into the crm.
3. I also need the plugin to do a newsletter section (email element).
   1. Add more options (up to 5) for Customer Category. i.e. To be able to grab a particular group of people
   2. Add on section to send email to customer singularly or group wise or all customers.
   3. In send email section there will be a form with below fields
      1. Customer Category (Drop down menu with all category like All, Supplier, Client, Opportunity or Particular)
      2. If you select the particular option then below the category option it will display list box of all the customers with multiple section.
      3. Description – There will be HTML editor to draft email.
      4. Subject – for email subject
      5. From Email
      6. Test Email – To send test email before send it to all customers.
      7. There will have 3 options for email Save, Send and Test Email.

Task list to add a shop
We are looking to integrate the crm plugin with eshop:

And link it so data is posted to the crm plugin and vice versa? We’re doing this because eshop is fairly straightforward and connecting the 2 should be fairly straightforward. If not we’re looking at building a shop ourselves:

• Create the option to post products.
• There will have an option to add to cart in product page.
• We will also create basic shopping cart with checkout option.
• After click on “Checkout” all the billing information to be collected to CRM data. Also record the order detail accordingly.
• Integrate paypal payment integration to make live payment and also give an option in admin to set paypal email address to receive a payment.
• Display all recorded information in CRM section of the admin.

Any other thoughts?

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