Forum6504: Customer Project Management Form Set plug-in

Title: Customer Project Management Form Set plug-in

This plug-in provides Customer Information and Customer Project forms. You can create lists of your customers with detail information such as name, phone numbers, emails, address etc and add projects to each Customer Information entry.

Currently, this form set is designed for Japan. For example, customer's first name proceeds given name. Automated-address-fillin feature only support Japanese zip codes. And the Japanese Yen character is added to the accounting values in the project entry. But it is also designed to be easy for plugin developers to customize the forms and the entries to make them nice for your business in the U.S. and Europe.

Install

Click the link below to download com.traction.cpm-NN.zip file. (NN means the version number.)

Customer Project Management Form Set /db/attachments/forum/6504/share/

86.6 KB

com.traction.cpm-1.1.zip

Nov 4, 2015

12:41:23 AM EST

Upload the zip file in Server Settings > Plugins page.

After uploading, you will see the I18N error as following. But don't worry. This error means "you need to restart TeamPage server to load the I18N resources (language files)."

Click [Restart TeamPage] in Server Settings > General > Manage Server page. If your TeamPage server is hosted in Traction's cloud environment, you will need to restart your server twice to load the I18N resources correctly.

After restarting, you will see that the plugin's name show up correctly.

How to add a new customer information entry

Click "New Customer Info" in the add-menu in the sidebar.

You will see the form as following. Fill in the fields and click [Save Customer Info] to submit it.

You will see the Customer Information entry like this. The detailed information such as phone numbers are rendered in the upper table.

How to add a new customer-related project

When you click [Add Project] button in the "Related Projects" section, you will see the project form like this.

Otherwise, you can launch a new project form by clicking [New Customer Project] in the add-menu.

In this case, the Customer field on the form will be blank. Type in some letters in the filed to specify a customer(s).

After submitting the form, you will see that the goal shows up in the "Related Projects" section.

The customer-related project is a kind of project. It works as a project entry so you can find it in Tasks > Projects tab, for example. You can add tasks, status updates, schedules, and others to this project.

Spreadsheet view

Click the button displayed under the entry title.

Note: Server admins can select Yes or No to display this button in the plugin's configurations view.

You will see the view like this. You can download the data as a CSV file.

Section

Use the sections to create the list of customer information and projects.

Section Table

Use the section table feature to create the spreadsheet list.

JSON for customer information

[
{ title: "Sir Name", property: "cpm_sirname", format: "property" },
{ title: "Given Name", property: "cpm_givenname", format: "property" },
{ title: "Phone (1)", property: "cpm_phone1", format: "property" },
{ title: "Fax (1)", property: "cpm_fax1", format: "property" },
{ title: "ZIP", property: "cpm_postal", format: "property" },
{ title: "Prefecture", property: "cpm_prefecture", format: "property" },
{ title: "City/Ward", property: "cpm_city", format: "property" },
{ title: "Address", property: "cpm_address", format: "property" },
{ title: "Mobile Phone", property: "cpm_mobile_phone", format: "property" },
{ title: "Mobile Email", property: "cpm_mobile_email", format: "property" },
{ title: "Email (1)", property: "cpm_email1", format: "property" },
{ title: "Email (2)", property: "cpm_email2", format: "property" }
]

JSON for customer projects

[
{ title: "Due Date", property: "due", format: "date" },
{ title: "Status", labels: ":todo,:done", aliases: "Open,Close" },
{ title: "Color", labels: ":color:Red,:color:Yellow,:color:Green,:color:Blue,:color:Purple,:color:Orange", aliases: "Red,Yellow,Green,Blue,Purple,Orange" },
{ title: "Rank", labels: ":rank:A,:rank:B,:rank:C,:rank:D", aliases: "A,B,C,D" },
{ title: "Budget", property: "cpm_budget", format: "property" },
{ title: "Sales Revenue", property: "cpm_sales_revenue", format: "property" },
{ title: "Gross Profit", property: "cpm_gross_profit", format: "property" },
{ title: "Owners", property: "owners", format: "user" },
{ title: "Members", property: "members", format: "user" }
]

Attachments:

plugin_i18n_error.png
plugin_i18n_error_fixed.png
cpm_customer_form.png
cpm_goal_form.png
fillin_customer_name.png
addmenu_new_customer_info.png
addmenu_new_customer_proj.png
customer_info_view.png
new_project_added.png
cpm_goal_dashboard.png
show_spreadsheet_goals.png
spreadsheet_projects.png
sections.png
section_table_goals.png

Shared Files for Forum6504

referenced by (2)

Forum6525: Business Meeting Notes plug-in Forum6525: Business Meeting Notes plug-in

Article: Forum6504 (permalink)
Categories: :Doc:plug-in
Date: November 2, 2015; 9:28:45 PM Eastern Standard Time

Author Name: Takashi Okutsu
Author ID: takashi