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alexsong54 avatar dongjingchao avatar feiyunzhou avatar lyp9624 avatar mikeztm avatar ralf-yin avatar

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fei's Issues

add hyperlink to account name

navigation:

  1. Account tab
  2. on account table, make the account name drill-able to see the account detailed page instead of "details" button

navigation:

  1. Doctors tab
  2. on doctor table, the doctor name and account name are both drill-able

add call history page under Account and doctor detailed page

1.after clicking the details on the account table, navigate the account detailed page, add the call history of this hospital on the right side under doctor list;

  1. add the doctor name navigate to doctor detail page, and show the call history on the right side of detailed page

角色管理

一共三种角色
1.销售代表
2销售经理
3管理员

Status of an Event

The event/activity/visit has two status: ongoing, done

A Scenario:

  1. A sale create a event. The status is ongoing at this time.
  2. When a sale is visiting a doctor, he open this event, and give the doctor a presentation. After finish the visiting, he will close this event. The status is done at this point.

Add call frequency and coverage to doctors model

when a sales does a call planning, he/she need to reference the call frequency : for instance: 4 times/Month;

And another filed is called coverage, that means how many times the doctor be called since this month;

you could use some icon to describe the current status, start, ball,(Red/yellow/green)...

Calendar header font Size revise

smaller calendar header font size
and translate the English to Chinese

BTW, this is really good communicate channel for software updates

Add more field to Call and Meeting

Add the following field to a call:

Call objective
Call summary
Product:

Add the following button on call layout
Launch e-detailing: once click it this, navigate to 展示page, and add rating to the page

a new tab called "call planning console"

该页面分为左右2个区域,类似我们现在座的offline系统;
左边为一些列的拜访项:这些拜访项目是根据医生的拜访频率自动生成的,全部罗列再左边
右边为一个周日历的页面,再做周计划时候,只需要将左边的item拖到右边的日历上即可;当把拜访拖到日历上,这个项目就再左边消失;如果这个拜访没有发生,那么可以将该拜访拖回左边,变成一个代处理项目

Find HCP from Call page

make the field is grey, and it must be selected through clicking the search button, put the % as default in to search field

support multi-users, multi-doctor on an activities

  1. call: 1 on 1, one sales visit one doctors
  2. external meeting: for, GSA=general sales activity(科室会), 1 sales visit more than 1 doctor
  3. internal meeting: 1 sales rep, no doctor involved
    4 coaching: 1 doctor, 1 sales, 1 sales manager=> 1 doctor is visited by more than 1 users

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