[Vtigercrm-developers] List of potential contributions - feedback requested

[David fire]

all the items are VERY interesting.
your list is a new version.
vtiger 5.0.5 code name paceworks :-)

thanks.
David

2008/4/8 Nolan Andres <nolan at peaceworks.ca>:

> Hey, everyone...
>
> I've been lurking on this list for quite a while (could be 2 years!) For
> over 2 years, now, my company has been doing customization work on vTiger,
> most of it on a highly customized installation that is still running v4.2.
>
> The customizations are so extensive, and the transition from 4.2 to 5.0
> was so rocky that the client has never been willing to make the move. They
> still aren't.
>
> However, we just got permission from them to contribute any useful
> modifications and modules to the project. Hooray! My company is willing to
> provide at least some amount of work to make the transition from 4.2 to 5.0
> for these components, but I wanted to post a short annotated list to find
> out whether any of these pieces might be of interest to the community, and
> if so, how they might be prioritized.
>
> Here's the list. Please let me know what you think. Any of these sound
> interesting?
>
> --------
> 1. Auto-Email Standardization
>
> Our client found the vTiger email notification stuff disconcerting.
> Reasons for emails going out were not clearly enumerated or codified, and
> control over these emails was limited at best. We wrote a framework that
> provides a series of Auto-Email categories:
>  * entity-created: sends when an entity of the chosen type is created
>  * entity-altered: sends when an entity of the chosen type is altered
>  * entity-deleted: sends when an entity of the chosen type is deleted
>  * value-triggered: sends when a set of value conditions on an entity of
> the chosen type is met (can be scheduled, or reactive--on save)
>  * scheduled custom: executes a custom function on schedule
>  * scheduled report: emails a report on schedule
>
> A wide variety of options exist for sending the email notifications:
>  * send to arbitrary email address(es)
>  * send to user(s)
>  * send to contact(s)
>  * send to assigned user
>  * send to team
>  * do not send to triggering user
>  * can send attachments
>
> Schedules can be set yearly, monthly, weekly, daily, hourly, each minute
>
> Subject and body are template-driven, allowing parameters from triggering
> entities of the chosen type.
>
> -------------------------------
>
> 2. Google Earth Report Integration
>
> Provides a configuration tool (part of the report specification) that
> allows report attributes to be output within the context of a real-time KML
> feed as parts of a placemark. As an example, you can visualize the results
> of a report...say a report on your Accounts...in Google Earth...see the
> geographic distribution of your Accounts.
>
> -------------------------------
>
> 3. Improvements to Uploads/File Attachments to Entities
>
> Implements per-entity-type file repositories that can have internal folder
> hierarchies and maintain per-entity folders (no more clobbering files of the
> same name that were uploaded/attached to a different entity). Utilizes a
> JavaScript file browser, and allows vTiger to maintain file permissions on
> files and folders (optional).
>
> --------------------------------
>
> 4. Timesheets
>
> I know TSolucio has one of these. We tried it out and it didn't match the
> needs we had very well. I suspect we'll just provide this one as an
> alternative to the TSolucio one from our website, just in case someone
> else's needs are more closely aligned with the ones our client had.
>
> ---------------------------------
>
> 5. Report Folder Permissions / Personal Report Folders
>
> We added Reports to the profile management functionality, and added a
> personal "My Reports" folder for each user. You can hide report folders from
> some users, allow certain users to create new reports or manage certain
> folders, etc. Each user has their own My Reports folder where they can
> create reports of their own. When users have access to view a Report (but
> not edit it) and they want to customize it, they can clone it to their My
> Reports folder and modify it there.
>
> -----------------------------------
>
> 6. Custom Field Improvements
>
> We put the custom fields inside a tabbed (JS) block. Added Custom Field
> management functionality that allows admin users to create more tabs,
> blocks, and sub-blocks, arranging (and rearranging) custom fields within
> them. Really useful when you have a lot of custom fields. When multiple tabs
> have not been created, the Custom Fields block looks as it normally does.
> Also allows Custom Fields to be renamed.
>
> ------------------------------------
>
>
> As I said, we'd love to hear feedback on these. If there's anything that
> the vTiger project can use, we'd be happy to contribute them. We've done a
> lot of work with vTiger, and it's been a huge success both for us and for
> our client. It would be great to have the opportunity to contribute back.
>
> peace,
> Nolan Andres
> PeaceWorks Computer Consulting Inc.
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
>



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