[Vtigercrm-developers] Invitation : Tabs & Modules Grouping

[Saint]

Brian,
Thanks for your time and effort. That's an excellent observation. Great 
work!

Team,
The results of one card-sort test is available now. Let's see what 
others think of an ideal CRM application's tab structure and 
suggestions. Send in the results of your card-sort test. Your inputs 
will definitely make v5 a great product to use. :-)

cheers,
Saint



Brian Devendorf wrote:

> I took this concept and decided to design my ideal CRM application. A 
> couple of ideas for existing modules first:
> *Mail: *Currently, Webmail is personal mail, and Mail is CRM mail. CRM 
> mail should support two separate mail accounts: sales & support. These 
> accounts would be setup separately and viewed separately. Email should 
> be the current webmail with send functionality very similar to the 
> current implementation.
> *Contacts:* There should be filtering support based on a few criteria. 
> Public contact (meaning public to the company), personal (to the 
> individual), and employee (to maintain an enterprise directory).
> *Notes:* Should support categories including personal notes for each 
> individual on the system.
> *Tabs: *Should be fully configurable as to which modules appear under 
> which tabs, though I have a default recommendation from my "card-sort".
> *Home:* The items that appear on the default page should be 
> configurable by the individuals... this is likely a lot of extra work, 
> but should be a future feature.
> *Overall GUI:* The system already is designed with two levels of 
> menus. This should be leveraged to provide every module necessary. Any 
> additional tabs or selectors should only be to change the data view, 
> or filter applied. The more items are buried, the harder they are to find.
>
> *Initial results from Card Sort: *My initial results had many items 
> under each tab (as they would be beneficial to everyone). After 
> thinking about it for a while, I came up with a new layout that I 
> thought better fit my ideas (mock-up below). It includes a new area 
> along the left column which is always visible with *My Home* items. As 
> these are likely the most frequently used by users.
>
> The *My Home* area contains: Dashboard, Email, Calendar, Meetings, 
> Calls, To Do, Contacts, and Notes.
> The tabs across the top would be: Sales, Support, Marketing, Reports, 
> Inventory, and Settings (for admin).
> *Sales: *Accounts, Pricebooks, Quotes, Sales Order, Purchase Order, 
> Invoice
> *Support:* Help Desk, FAQ, Products, Accounts, Support Email
> *Marketing:* Leads, Potentials, Accounts, Pricebooks, Quotes, Sales Email
> *Reports: *Dashboard, Reports
> *Inventory: *Products, Vendors, Accounts, Sales Order
>
> In the mock-up below, the Meetings, Calls, and To Do items could 
> easily be replaced with a single Activities item. Sometimes, though, 
> it is easier to have these items separated, as it is easier to 
> associate a phone call with Calls then it is as a Calls filter under 
> Activities. Also, Ideally there should be icons for the *My 
> Home* items to make them more easily identifiable.
>
>
>
>
> On Jan 21, 2006, at 6:56 AM, saint wrote:
>
>> Team,
>>
>> We would like to understand better, the order of tabs/modules that 
>> you would like to see in vtiger. We are planning to use the 
>> Card-Sorting method to find out the groups/order of tabs that most 
>> users wishes to have.  We request all in this list to spend a few 
>> minutes for this.
>>
>> *What you need to do?
>> *Just spend a few minutes of your leisure time. Get a coffee or grab 
>> a coke and do this sorting method.
>>
>>
>> *What is this Card sorting method?*
>> Refer this image, and read below.
>> <cardsorting.jpg>
>>
>>
>>
>> According to this method, the names of the modules are written on 
>> paper cards and shuffled, collectively the "Unsorted cards" in the 
>> image. Then the users need to pick up the modules (cards) and 
>> group/sort them with some relation. Say for ex. Leads, Contact, 
>> Quotes and Potentials can be grouped under Sales. Helpdesk and FAQ 
>> can be grouped under Support. Sometimes, you may feel a particular 
>> module needs to appear on other groups too. No problem, just add a 
>> new card with the same module name in that group. Once you are sure 
>> that you have grouped all modules, send us the Group names and 
>> modules under each group.
>>
>> *What will you get in return?*
>> The Names of those who give feedback, will be given credits in the 
>> vtiger About page. :-)
>>
>> *What will we do with this data?
>> *With this help, we will identify the most common pattern of module 
>> grouping and implement in the GA release.
>>
>> *vtiger Modules
>> *
>>
>>     Activities
>>     FAQ
>>     Contacts
>>     Potentials
>>     Quotes
>>     Calendar
>>     Email
>>     Purchase Order
>>     Leads
>>     Accounts
>>     Helpdesk
>>     Sales Order
>>     Pricebooks
>>     Notes
>>     Dashboard
>>     Products
>>     Reports
>>     Invoice
>>     Vendors
>>
>> If i have left any module (!!) please add that to the list and sort. :-)
>>
>> Have a great Weekend!
>>
>> - Saint
>>
>>
>>
>>
>> *
>> *
>> <cardsorting.jpg>
>> _______________________________________________
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>> vtigercrm-developers at lists.vtigercrm.com 
>> <mailto:vtigercrm-developers at lists.vtigercrm.com>
>> http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers
>
>
>
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