[Vtigercrm-developers] Customizing vTiger to do extra cool stuff

Sergio A. Kessler sergiokessler at gmail.com
Fri Apr 7 11:32:02 PDT 2006


I don't think you can do that only in 5 days, but be my guest  ;-)

just a minor note: for web services, avoid SOAP like the plague (it
will eat your 40 hours before you wake up), use REST instead if you
can...

/sak

On 4/7/06, david bain <pigeonflight at gmail.com> wrote:
> 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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