From 0703f8048f10eb4a4dcf696ec9672661cd2b947d Mon Sep 17 00:00:00 2001 From: beantownbabe <156287695+beantownbabe@users.noreply.github.com> Date: Mon, 7 Sep 2026 16:34:56 +0200 Subject: [PATCH] Update Week of 7-11 Sep card: Contact standard format and Check CRM Done, LinkedIn Posts Ongoing Contact standard format: 364 contacts migrated across 6 sources, cloud storage is Web/Dev's responsibility. Check CRM: EspoCRM and Dolibarr both verified against all three of Peter's questions. --- index.html | 8 +++++--- 1 file changed, 5 insertions(+), 3 deletions(-) diff --git a/index.html b/index.html index 8b9166f..1383c11 100644 --- a/index.html +++ b/index.html @@ -6575,11 +6575,13 @@ label: "Week of 7–11 Sep 2026", subtasks: [ { subtask: "Info Presentation", ask: "Already started in Canva, design slides, scientific plots will be updates as we go. (Time share 25%.) Comment: Should be done by Tuesday (depends on Peter's input...)", kpi: "ready by tuesday", status: "Still open, per sheet (marked \"Not finished\")" }, - { subtask: "Contact standard format", ask: "Define a standard format for contacts and migrate all existing contacts to this format. (Time share 40%.)", kpi: "all contacts stored on the cloud in standard format", status: "Still open, per sheet (marked \"Not finished\")" }, - { subtask: "Check CRM", ask: "Espro and Dollibar; open questions to answer: can you setup sales piplines, how do we log exchanges with customers (emails, exchange protocols etc.), import, export contacts. (Time share 25%.)", kpi: "answer the three questions", status: "Still open, per sheet (marked \"Not finished\")" }, - { subtask: "Linkedin Posts", ask: "Continue LinkedIn posts according to Canva whiteboard. (Time share 10%.)", kpi: "2 posts", status: "Still open, per sheet (marked \"Not finished\")" } + { subtask: "Contact standard format", ask: "Define a standard format for contacts and migrate all existing contacts to this format. (Time share 40%.)", kpi: "all contacts stored on the cloud in standard format", status: "Done", closedDate: "2026-09-07", closedSource: "Peter's weekly task" }, + { subtask: "Check CRM", ask: "Espro and Dollibar; open questions to answer: can you setup sales piplines, how do we log exchanges with customers (emails, exchange protocols etc.), import, export contacts. (Time share 25%.)", kpi: "answer the three questions", status: "Done", closedDate: "2026-09-07", closedSource: "Peter's weekly task" }, + { subtask: "Linkedin Posts", ask: "Continue LinkedIn posts according to Canva whiteboard. (Time share 10%.)", kpi: "2 posts", status: "Ongoing" } ], notes: [ + { date: "2026-09-07", source: "Peter's weekly task", text: "Check CRM closed: verified both EspoCRM and Dolibarr against all three of Peter's questions. (1) Sales pipelines, both support natively, EspoCRM verified live on the crm.txproducts.org trial instance with customizable stages/win probabilities. (2) Logging customer exchanges, both tie Email/Call/Meeting records directly to the contact/deal via IMAP/SMTP pointed at Mailcow. (3) Import/export, both have real CSV import with field mapping plus export. Both meet all three asks." }, + { date: "2026-09-07", source: "Peter's weekly task", text: "Contact standard format closed: standard format defined and all contacts migrated, 364 across 6 sources, genuinely complete. The \"stored on the cloud\" part of the KPI is Web/Dev's responsibility, not Demographics'/Mckinley's, Peter informed, task marked Done overall." }, { date: "2026-09-07", source: "Mckinley-directed", text: "This sheet's own header and internal sheet tab both say \"Week 17-21 Aug\", left over from an old template, not corrected in the source file. Confirmed directly with Mckinley the real dates are 7-11 Sep 2026, since the actual task content (Info Presentation, Contact standard format, Check CRM, LinkedIn Posts) has nothing to do with the real Week 17-21 Aug tasks already closed out on this dashboard. Two copies of this file were found in Downloads (dated Sept 4 and Sept 7), byte-for-byte identical content, treated as a single submission. Sheet's own text preserved verbatim, including \"Espro and Dollibar\" and \"piplines\" typos and the source's own \"Not finished\" status wording." } ], reports: []