[Vtigercrm-developers] Home page Matrix ..

[Jorge Garifuna]

Sorry, I forgot the attach the visual files for Quick Books Pro 2006 payment
interface.

--
Jorge Garifuna
Professional Web Developer
"Your Web Solution Partner"
Garinet Global Inc.
http://www.GariDigital.com


On 4/17/06, Jorge Garifuna <garifuna at gmail.com> wrote:
>
>  I agree with Nicholas.  Although some of this items might be hard to and
> challenging to code, they will certainly pay up at the end as it will make
> users' lives easier. As programmers and business individuals it is important
> to keep a sense of balance when creating a CRM application that will be used
> across many departments of a company.
>
> I'm not sure if you guys have taken a look at the quick books pro 2006
> interface, but one particular thing that caught my attention was the
> "receive payments" option after the invoice. Since vTiger CRM already has
> the invoice feature, it would make sense to extend it so that when payment
> is received it can be applied a particular invoice. The neat thing about
> this is that it allows users to log partial payments made against a
> particular invoice.
>
> For example a typical job contract may look like this:
> 10% due at job start
> 50% due within 3 days of starting point
> 40% due at job completion
>
> If the job is $1,000 then the following payments are expected to be made
> against the invoice:
>
> 1) $100
> 2) $500
> 3) $400
>
> After the the 3rd payment then the user may mark the invoice as paid.
>
> Again this might already been in the works, but after using vTiger CRM 4.2for a while and seen how some companies operate, the scenario explained
> above is closely related to the real world.
>
> --
> Jorge Garifuna
> Professional Web Developer
> "Your Web Solution Partner"
> Garinet Global Inc.
> http://www.GariDigital.com <http://www.garidigital.com/>
>
>
>  On 4/16/06, Nicholas Chan <ncknight at pacific.net.sg > wrote:
> >
> > I beg to differ that it is bloat. In fact, this would be exactly what
> > end
> > users require and need to position and view only WHAT THEY NEED TO SEE.
> > This
> > could have the following scenario:
> >
> > - Sales manager is able to pull up on-screen 6 of his sales exec newest
> > leads, another 2 on-screen of the entire sales team performance
> > (potentials,
> > closed, etc), 1 for his entire sales team cases for the day.
> >
> > - Sales executive can pull up on-screen 3 days worth of appointments
> > next to
> > each other in a box, another 3 screen to display KIV, Follow Up and New
> > potentials and the last 3 to do whatever.
> >
> > Note that this function is fully customizable and respects the Access
> > Control List when it comes to pulling MIS information (ie. For the Sales
> > Manager to get data from his entire team). Such things are what makes
> > the
> > system a true CRM and MIS.
> >
> > -----Original Message-----
> > From: vtigercrm-developers-bounces at lists.vtigercrm.com
> > [mailto: vtigercrm-developers-bounces at lists.vtigercrm.com ] On Behalf Of
> > Sergio A. Kessler
> > Sent: 17 April 2006 05:54
> > To: vtigercrm-developers at lists.vtigercrm.com
> > Subject: Re: [Vtigercrm-developers] Home page Matrix ..
> >
> > On 4/14/06, Jorge Garifuna < jg at garinet.com.idc.adventnet.com> wrote:
> > >
> > > I think the interface looks nice.
> > >
> > > I'm not sure if this is already in the plans, but it would be cool if
> > it
> > > could be dragable so that the user can reposition it anyway he/she
> > wants.
> >
> > == BLOAT
> >
> > /sak
> >
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> >
>
>
>
>
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