add_preferences.sql

国外的一套开源CRM

insert into user_preference_definitions (
	preference_id,
	preference_name,
	preference_description,
	preference_valid_for_company,
	preference_valid_for_user,
	preference_default,
	preference_data_type,
	preference_values )
values (
	'SECURITY_MODE',
	'Security Mode',
	'What is the access mode for accounts and opportunities created within your company.<li>All = everyone in the company can see everything<li>Territory = You can see your accounts and all accounts owned by your subordinates<li>Team = You can see your accounts and accounts where you have been added to the account team',
	'Y',
	'N',
	'Team',
	'SELECT',
	'All:none;Team:team;Territory:territory');

insert into user_preference_definitions (
	preference_id,
	preference_name,
	preference_description,
	preference_valid_for_company,
	preference_valid_for_user,
	preference_default,
	preference_data_type,
	preference_values )
values (
	'OPPORTUNITY_INFO',
	'Opportunity Data',
	'What level of information do you track about an opportunity.<li>Basic = Only basic information such as opportunity size, stage, contacts, and activities<li>Detailed = Detailed information on competitor positioning, SWOT, etc. Typically used for Targeted Account Selling ',
	'Y',
	'N',
	'Basic',
	'SELECT',
	'Basic:basic;Detailed:detailed');

insert into user_preference_definitions (
	preference_id,
	preference_name,
	preference_description,
	preference_valid_for_company,
	preference_valid_for_user,
	preference_default,
	preference_data_type,
	preference_values )
values (
	'OPPORTUNITY_PRODUCTS',
	'Track Products with Opportunities',
	'Do you need to track which products are sold as part of an opportunity and forecasts on a product level?',
	'Y',
	'N',
	'Yes',
	'SELECT',
	'Yes:yes;No:no');