2014-06-12 Meeting notes

Owned by Michal Hadac
Jul 05, 2014

Attendees

  • Michal Hadac (Volunteer)

  •  Petra Sladka (Volunteer)

  •  Stanislav Baca (Volunteer)

  • Silvie Pazderova (Grantee)

  • Zdenek von Marketing (Grantee)

Goals

  • Set the targets for upcoming meetings
  • Work on critical CRM processes
  • Setting up Marketing Campaign and document templates

Discussion items

Time
Item
Who
Notes
 

Customers/Contacts/Partners CSV import file

ERP Product area implementation

Grantee

  • Grantee will provide SuiteVolunteer team with CSV import file and determinate his vision of entity records sorting

  • Grantee asked about possibility to add Accounting specialist to our SuiteVolunteer team
 

CRM product area

 

  

  

ERP product area

Volunteers

  • Setting up Marketing Campaign
  • Setting up Document templates
  • Setting up Event management

 

  •  Inventory Management discussed with Stanislav Baca (Inventory management PM)