[Vtigercrm-developers] Home page Matrix ..

Mon Apr 17 01:00:50 PDT 2006

Hi Jorge,

The first attachment you put was more of a graphical workflow, certainly
something that should be attempted to be achieved with the bounty. However,
what I am referring to on the user customizable dashboard should have the
clear objective of "drag and drop" of whatever functions or information that
is needed AND that is accessible at the current user access level. It will
become something like a personal Content Management System where you can
self-determine the layout of whatever module and component output you need
for your individual needs.

  _____  

From: garifuna at gmail.com [mailto:garifuna at gmail.com] On Behalf Of Jorge
Garifuna
Sent: 17 April 2006 15:48
To: ncknight at pacific.net.sg; vtigercrm-developers at lists.vtigercrm.com
Subject: Re: [Vtigercrm-developers] Home page Matrix ..

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 4.2
for 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
<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
<mailto: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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