[Vtigercrm-developers] Customizing vTiger to do extra cool stuff
david bain
pigeonflight at gmail.com
Fri Apr 7 06:38:54 PDT 2006
I'm new to vTiger so forgive me if my expectations are too high. I plan to
dedicate 5 days solely to vTiger, I have significant php and mysql
experience, though I've been mostly coding in python for the last 2 years. I
would like to accomplish the following:
- be able to transfer/assign tasks to appropriate persons csr/manager
based on type of action, possibly categorized by authorization level
use case: customer calls the help desk and wants their thingy ma jig
to be able to send messages to hong kong, this requires a manager to
authorize this. The customer rep creates a "request" in vtiger for "send
message to hongkong ability" this automatically assigned to a manager since
a normal customer rep cannot accomplish this task.
- master screen where a manager can see outstanding items and
required completion time
use case: a manager logs in and goes to their master screen. It shows
them outstanding tasks with a live countdown to when it will become overdue,
overdue tasks are highlighted in a different color.
- ability to assess csr performance based on time task is completed
use case: a manager goes to an area in vtiger which allows them to see
how many calls were fielded by customer rep x and how quickly issues were
resolved based on predetermined completion times
- call type differentiation - should be able to show a report of the
number of calls grouped by type (10 balance requests, 15 signups.)
- talk to an external webservice via SOAP, should be possible to pull
additional customer data stored on a different server and then store that
data locally in the vTiger database.
use case: customer transaction history for web purchases are stored on
an external website. vTiger works with an hourly cronjob to update itself
with the latest purchase history of customers (e.g. items purchased
and the time of purchase and failed purchases)
I'm especially interested in how much of this can already be accomplished in
vTiger and whether the balance can realistically be accomplished in 5
dedicated days (i.e. 40 programmer hours and lots of posts to the mailing
list/discussion boards etc..)
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