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EnterpriseCRM
EnterpriseCRM : Enterprise Open Source Customer Relationship Management
目录 |
EnterpriseCRM分发版
EnterpriseCRM包含两个分发版
- EnterpriseCRM-LAMP 基于PHP技术, 基于 SugarCRM 和 vtiger CRM 等项目构建
- EnterpriseCRM-J2EE 基于J2EE技术, 基于 OpenCRX 等项目构建
可先分发 SugarCRM 中文版, vtigerCRM 中文版, OpenCRX 中文版 Supportd by Huihoo. 地址:
- http://www.huihoo.org/enterprisecrm/sugarcrm/
- http://www.huihoo.org/enterprisecrm/vtigercrm/
- http://www.huihoo.org/enterprisecrm/opencrx/
就像firefox维护各种语言的单一版本,如 firefox-2.0_zh-CN.exe, firefox-2.0_en-US.exe
EnterpriseCRM的思路就是SugarCRM/vtigerCRM/OpenCRX + Addons/Plugins + 本地化 + 服务网络 + 更多增值服务 ,,,
EnterpriseCRM主要Features
- Sales Force Automation (SFA)
- Customer Support & Services (CSS)
- Marketing Automation
EnterpriseCRM-PHP功能一览
一、Sales Force Automation (SFA)
- Lead Management
- Lead Conversion Mapping
- Account Management
- Contact Management
- Opportunity Management
- Quote Generation
二、Customer Support & Services (CSS)
- Trouble Tickets
- Knowledge Base
- Customer Self Service
- Online Knowledge Base
- Support Statistics
- Customer Portal
三、Marketing Automation
- Online Lead Forms
- Mailing Lists
- E-mail Templates
- Mail Merge Templates
- Mass E-mail
四、Inventory Management
- Products Catalog
- Price Books
- Vendors List
- Purchase Orders
- Sales Orders
- Invoices
五、Activity Management
- Tasks, Meetings, and Calls
- Recurring Events
- Group/Shared Calendar
- Activity History
- E-mail Notifications
- Notes
六、Microsoft Tools Integration
- Outlook Plug-in
- Office Plug-in
七、OpenOffice Tools Integration
- Write
- Calc
- Impress
八、Mozilla Tools Integration
- Thunderbird Extension
- Mozilla Extension
九、Support Many Database
- Oracle 8i, 9i, 10g
- PostgreSQL 7x, 8x
- MySQL
- Microsoft Sql Server
十、Security Management
- User Management
- Profiles
- Roles
- Organization-level Sharing Model
- Organization-level Field Access
十一、Reports & Dashboards
- Key Metrics
- Customizable Reports
- 20 Pre-built Reports
- Dashboards for Sales Force Automation
- Report Folders
十二、System Management
- Configure system-wide settings
- Upgrade Sugar Suite
- Setup Currencies and Currency Rates
- Custom Fields Management
- Tabs Management
- Bug Tracker
- Email Management
- web site management
十三、Information Integration
- RSS Feeds
相关链接
计划
Huihoo EnterpriseCRM-LAMP v1.0 功能:
- 支持PostgreSQL,MySQL
- 包含常用的语言包,而不要让用户自己安装语言包 // C3CRM只包含了en_us.lang.php zh_cn.lang.php 两种语言包
- 初始化演示数据: 中文的 // 很重要
Huihoo EnterpriseCRM-LAMP v2.0 功能:
- 提供Debian安装包, 直接一个 apt-get install enterprisecrm 就可完成安装安装,包括数据库
- 支持Ajax
对 SugarCRM版本的补充
/*********************************************************************************
* The contents of this file are subject to the SugarCRM Public License Version * 1.1.3 ("License"); You may not use this file except in compliance with the * License. You may obtain a copy of the License at http://www.sugarcrm.com/SPL * Software distributed under the License is distributed on an "AS IS" basis, * WITHOUT WARRANTY OF ANY KIND, either express or implied. See the License * for the specific language governing rights and limitations under the * License. * * All copies of the Covered Code must include on each user interface screen: * (i) the "Powered by SugarCRM" logo and * (ii) the SugarCRM copyright notice * in the same form as they appear in the distribution. See full license for * requirements. * * The Original Code is: SugarCRM Open Source * The Initial Developer of the Original Code is SugarCRM, Inc. * Portions created by SugarCRM are Copyright (C) 2004-2006 SugarCRM, Inc.; * All Rights Reserved. @ 2004-2006 SugarCRM Inc. All Rights Reserved. @ 2006 Open Enterprise Foundation. All Rights Reserved.
在 poweredby_sugarcrm.png 的旁边 增加一个poweredby_huihoo.png 的logo
加入huihoo logo
可做参考
下面写 Enterprese Open Source CRM
/themes/Sugar/images/company_logo.png
vtiger
http://www.c3crm.com/index.php?option=com_smf&Itemid=52&topic=462.0
没有powered by 的特殊要求,
vtigerCRM的文档做得相对不错, http://www.vtiger.com/wiki/index.php/Main_Page
Vtiger CRM - Developer Guide
提供一个 ER diagram:
vtiger Extensions很有特点: Outlook, Office , Thunderbired ...
Vtiger CRM Code Contributions - http://www.vtiger.com/wiki/index.php/Vtiger_CRM_Code_Contributions
db migration
mysqldump --user=root --password= --port=3306 -h localhost vtigercrm4_2 > vtigercrm_dump.txt
drop database vtigercrm4_2; create database vtigercrm4_2;
mysql --user=root --password= --port=3306 -h localhost vtigercrm4_2 --force < vtigercrm_dump.txt
Database Migration from SugarCRM to vtiger CRM
http://www.vtiger.com/wiki/index.php/Database_Migration_from_SugarCRM_to_vtiger_CRM
Sugar35ToVTiger42Migration.php, SugarMigration/Sugar35ToVTiger42Migrator.php, SugarMigration/VTigerMigrator.php & vtigerpatch.php
vtigerCRM的版权信息
This software is a collective work consisting of the following major Open Source components: Apache software, MySQL server, PHP, SugarCRM, phpBB, TUTOS, phpSysinfo, SquirrelMail, and PHPMailer each licensed under a separate O pen Source License. vtiger.com is not affiliated with nor endorsed by any of the above providers.
For Linux
1. Apache web server software used under the Apache License available at <vtiger CRM Home>/vtigerCRM_linux/apache/LICENSE.txt 2. MySQL database software used under the GPL available at <vtiger CRM Home>/vtigerCRM_linux/mysql/README.txt 3. PHP software used under the PHP License version 3.0 available at <vtiger CRM Home>/vtigerCRM_linux/php/license.txt 4. SugarCRM software used under the SugarCRM Public License (SPL 1.1.2) available at <vtiger CRM Home>/vtigerCRM/LICENSE_linux.txt 5. gd 2.0.28 software used "AS IS" available at <vtiger CRM Home>/vtigerCRM_linux/gd-2.0.28/ 6. nusoap software used under GNU LGPL from http://sourceforge.net/projects/nusoap 7. phpBB software used under GNU GPL downloaded from http://www.phpbb.com/support/license.php 8. TUTOS software used under GNU GPL downloaded from http://www.tutos.org/html/copyright.html available at <vtiger CRM Home>/vtigerC RM/modules/Calendar/TUTOS_Copyright.pdf 9. PHPMailer software used under the GNU LGPL available at <vtiger CRM Home>/vtigerCRM/modules/Emails/PHPMailer_LICENSE.txt 10. ADOdb software used under BSD license available at <vtiger CRM Home>/vtigerCRM/adodb/license.txt 11. phpSysinfo software used under GNU GPL available at <vtiger CRM Home>/vtigerCRM/modules/System/COPYING 12. feedParser software used under GNU GPL downloaded from http://revjim.net/code/feedParser/ 13. FCKeditor software used under LGPL downloaded from http://www.fckeditor.net/download/default.html available at <vtiger CRM Home> /vtigerCRM/includes/FCKeditor/license.txt 14. Squirrel Mail used under GNU GPL downloaded from http://www.squirrelmail.org/download.php available at http://www.squirrelmail.o rg/wiki/en_US/SquirrelMailGPL 15. Mailfeed used under GNU GPL downloaed from http://wiki.wonko.com/software/mailfeed/ available at http://wiki.wonko.com/software/ mailfeed/#copyright 16. In addition to the above mentioned Open Source components, vtiger provides additional functionality, which is dual-licensed unde r Mozilla Public License (MPL 1.1) as well as the GNU Public License (GPL). The licenses of the Open Source components are reproduced in full below.
/*********************************************************************************
* The contents of this file are subject to the SugarCRM Public License Version 1.1.2 * ("License"); You may not use this file except in compliance with the * License. You may obtain a copy of the License at http://www.sugarcrm.com/SPL * Software distributed under the License is distributed on an "AS IS" basis, * WITHOUT WARRANTY OF ANY KIND, either express or implied. See the License for * the specific language governing rights and limitations under the License. * The Original Code is: SugarCRM Open Source * The Initial Developer of the Original Code is SugarCRM, Inc. * Portions created by SugarCRM are Copyright (C) SugarCRM, Inc.; * All Rights Reserved. * Contributor(s): ______________________________________. ********************************************************************************/
/*********************************************************************************
* $Header: /advent/projects/wesat/vtiger_crm/sugarcrm/index.php,v 1.93 2005/04/21 16:17:25 ray Exp $ * Description: Main file and starting point for the application. Calls the * theme header and footer files defined for the user as well as the module as * defined by the input parameters. ********************************************************************************/ or /********************************************************************************* * $Header: /advent/projects/wesat/vtiger_crm/sugarcrm/data/Tracker.php,v 1.15 2005/04/28 05:44:22 samk Exp $ * Description: Updates entries for the Last Viewed functionality tracking the * last viewed records on a per user basis. * Portions created by SugarCRM are Copyright (C) SugarCRM, Inc. * All Rights Reserved. * Contributor(s): ______________________________________.. ------------------- new create file /*********************************************************************************
- The contents of this file are subject to the vtiger CRM Public License Version 1.0
* ("License"); You may not use this file except in compliance with the License * The Original Code is: vtiger CRM Open Source * The Initial Developer of the Original Code is vtiger. * Portions created by vtiger are Copyright (C) vtiger. * All Rights Reserved.
********************************************************************************/