PENGIN PI! A CRM with the back bone of a feature light ERP system. Utilitarian in design, easy to extend, customize, and deploy. Made by a community, supported by Tobu Pengin.
This issue focuses on enhancing the customer workflow to cater to both individual users and companies (groups). The workflow includes views for customers and the internal CRM role, "sales."
Customer Views:
For customer views, the primary objective is to modify the existing customer profile editor to create a more controlled workflow for non-admin users. Currently, the editor overwrites customer data directly. The proposed modification involves:
Edit View Modification:
Adjust the edit view for non-admin users to initiate the creation of a ticket instead of directly modifying customer data.
Ticket Creation:
When a customer initiates an edit, create a ticket that is directed to the sales team for final approval/modification.
Sales Approval Workflow:
Implement a workflow within the ticket system that allows sales to review and approve/modificate the changes.
Database Update from Ticket System:
Ensure that the final approved modifications are written to the database from the ticket system.
Sales Views:
For sales views, the role involves reviewing and managing the tickets generated by customers for profile updates.
This workflow provides a controlled and auditable process for customer profile modifications, allowing for final approval by the sales team before updating the database. Please review and merge accordingly.
430: Customer Workflow Enhancement
Description:
This issue focuses on enhancing the customer workflow to cater to both individual users and companies (groups). The workflow includes views for customers and the internal CRM role, "sales."
Customer Views:
For customer views, the primary objective is to modify the existing customer profile editor to create a more controlled workflow for non-admin users. Currently, the editor overwrites customer data directly. The proposed modification involves:
Edit View Modification:
Ticket Creation:
Sales Approval Workflow:
Database Update from Ticket System:
Sales Views:
For sales views, the role involves reviewing and managing the tickets generated by customers for profile updates.
This workflow provides a controlled and auditable process for customer profile modifications, allowing for final approval by the sales team before updating the database. Please review and merge accordingly.