2014-07-02 Meeting notes

Owned by Michal Hadac
Jul 05, 2014

Attendees

  • Michal Hadac (Volunteer)

  • Petra Sladka (Volunteer)

  • Jan Schmidt (Volunteer)

  • Stanislav Baca (Volunteer)

  • Silvie Pazderova (Grantee) 

  • Pavel Stratil (Grantee)

Goals

  • Completing SuiteVolunteer Project
  • Clarify the rest of details

Discussion items

Time
Item
Who
Notes
 

Customers/Contacts/Partners CSV import file

ERP Product area implementation

Grantee

  • Grantee provided sorted CSV import for Customers, Contacts and Partners

  • Provided example of invoice PDF layout and workflow related to sending an email based on payment status
 

CRM product area

 

SuiteFlow

Volunteers and Grantee

  • Completed setting up of Marketing Campaigns and HTML templates
  • Explained using of CRMSDK tags
  • Customizing Document templates and transaction PDF layouts 
  • Implemented workflow for sending an email based on payment and invoice status