[Vtigercrm-developers] activities vs calendar

[Allan Bush]

I'd argue that in all these examples the user didn't use the
activities list directly (clicking the Activities tab).  They are
using the activities "related lists" found in the details of other
modules I assume that Richie isn't proposing getting ride of these
lists.

Currently if you add an event to the activities list it gets added to
the calendar, if you add something to the calendar it gets added to
the activities list.  It's the same data in both modules (ignoring
tasks which would need to be handled better in the Calendar to make
this work obviously).  Providing one interface to access the data is
simply an attempt to reduce user confusion.

On 6/14/06, Brett Hooker <brett.hooker at saucesoft.com> wrote:
>
>  We'd notice the change, as would our customers.
>
>  Activities, tasks in particular, are used extensively to track events that
> take place during the sales cycle.
>
>  For example, when a quote is required, a sales team member adds a task
> against the account that is assigned to the commercial manager.  The
> commercial manager sees the new activity on their home page on next login,
> and processes as required.
>
>  There are other such flows.
>
>  I concur on events - seamless integration between process specific event
> creation (like "call this person back at this date and time") and their
> calendar.
>
>
>
>  Allan Bush wrote:
>  I like the idea of eliminating the activities module as long as we
> make finding activities as easy within the Calendar.
>
> Things as that would be required to be added to the Calendar are:
> - custom views
> - activity search
> - better sharing of events between users
>
> Actually when I come to think of it I never really see users using the
> Activities module directly. They use their Calendar for scheduling
> and the related activities lists to track user history so as long as
> we keep those I'm guessing most users won't notice the change.
>
> On 6/14/06, Abos <webmaster at vtigercrmfrance.org> wrote:
>
>
>  I totally agree with that, in france Activities and calendar cause
> confusions. Same thing with events and activites.
> We know task or to do, and we make the difference with activities, but
> between events and activities is not clear.
> Aïssa
>
> Richie a écrit :
>
>
>  There has been a post suggesting that having Activities and Calendar is
> causing some confusion.
> We plan to address that issue.
>
> If we could get your views on the same, then we can start with it.
>
> We plan to do away with the Activity create view the way it is and have a
> better UI.
> All the Activities will be represented in the Calendar alone.
>
> We are not yet sure of how to handle Tasks but will figure out soon.
>
> The above are what we have discussed till now and we are yet to do any
> coding/ UI changes.
>
> Kindly post your views so that we can finalize on the approach to the same.
>
>
>
> Thanks,
> Richie
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