EnterpriseCRM

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再次更名为 EnterpriseCRM (2012.10.12)

强调其Enterprise Ready和Enterprise Edition

EnterpriseCRM 更名为 OpenCRM (2010.08.26)

EnterpriseCRM : Enterprise Open Source Customer Relationship Management

EnterpriseCRM 也将成为 Open Business Platform 的一部分.

客户关系是企业经营之“本”

目录

EnterpriseCRM分发版

EnterpriseCRM包含两个分发版

  • EnterpriseCRM-PHP版，采用PHP技术, 基于 SugarCRM 和 vtiger CRM 等项目构建。
  • EnterpriseCRM-Java版，采用Java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：

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 ,,,

另外基于集成 ERP 的 Opentaps CRM 构建 EntrpriseCRM, 并过渡到 Open Business Platform

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

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

logo.gif 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 ER diagram

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.

********************************************************************************/

项目成员

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