From lists at joefleming.net Thu Apr 9 10:46:28 2009 From: lists at joefleming.net (Joe) Date: Thu, 09 Apr 2009 10:46:28 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data Message-ID: <49DE3474.6090407@joefleming.net> Hey all, I just started using vTiger and I'm overall pretty impressed with the package. Of course, it's not perfectly suited for my needs out of the box so I needed to add some of my own code to it. One of the things we need to do is import clients who have placed orders through our website as Contacts. I've been using the SOAP interface to handle the email optout stuff so I thought I'd also use it to create these new Contacts. Everything works fine, except for custom field values. I have a custom field, which is a checkbox named "Agent", that needs to be checked if the client is indeed an agent. The problem is, I can't seem to pass the value with $focus->column_fields['agent'] as I expected. I CAN, however, look up the custom field column name (cf_535 in this case) and assign it with $focus->column_fields['cf_535']. This isn't ideal because I'm using the same code in a test environment (or several, actually) that have different cf ids for the same fields (cf_535 on this machine, cf_463 on anther, cf_398 on another, etc). Is there a way I can set the value by calling it by name (agent) instead of by it's custom field name (cf_535)? For the record, I'm currently using the first test build of 5.1.0. Any help is appreciated! Also, what is the preferred resource for learning how to use the different module classes? I've just been figuring it out by looking at existing code, which is kind of a slow way to learn... -Joe From amine.fe at gmail.com Fri Apr 10 01:31:13 2009 From: amine.fe at gmail.com (amine f) Date: Fri, 10 Apr 2009 09:31:13 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DE3474.6090407@joefleming.net> References: <49DE3474.6090407@joefleming.net> Message-ID: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Hi Joe, Why you don't try to modiy the filed name from MySql by using PhpMyadmin. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/f630f4e8/attachment.htm From carloz at gnumerica.org Fri Apr 10 02:08:57 2009 From: carloz at gnumerica.org (carlo beschi) Date: Fri, 10 Apr 2009 11:08:57 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM Message-ID: <49DF0CA9.7050004@gnumerica.org> Hi all, based on my personal experience as a vtiger CRM user, consultant and developer, I've written this small text. Any feedback is appreciated. It's been originally posted on our company's blog, here: http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ Thank you Flavia for translating it in English. Carlo Beschi (aka carloz) --------- 15 things to know about vtiger CRM ? It is a software. Therefore, it is a tool. It supports human intelligence but it can not replace it. ? It is opensource. Software's source code is available and any user can read, re-use, modify it ? it is provided under Vtiger Public License (an open source license which comes from Mozilla Public License). ? It is free. The official and full version of the software can be freely downloaded from vtiger.com website. Microsoft Office, Microsoft Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. Additional modules, plug-in and bridges to other platforms are freely provided by commmunity developers on a dedicated web portal (vtiger forge). ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, a database and a programming language which are recognized as international standard. This kind of choice offers a solid and shared development basis and makes vtiger CRM completely multi platform (vtiger server can run both on Linux, Windows and Machintosh OS). ? It is client/server. It is possible to have a great number of clients for each server installation. ? It is web-based. It allows working easily on a shared platform, without the need to install anything on the workstations. People can access it as it were a web site, using Mozilla Firefox, Internet Explorer or any other browser. Moreover, vtiger CRM takes full advantage of the power of the hypertestuality (I.e. links between pages and entities). ? It is multi-user. Actually, users can be unlimited. There are no ties either technical or linked to the license. Users can be one, ten or hundred: each one with his username and password, and assigned to a role and profile. It is possible to define access rules, which are specific for any system entity. ? It is modular. The software provides 20 base modules ? Leads, Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just some of them. Each module can be fully customized. It is possible to disable modules which user is not interested in and install new additional modules. ? It is flexible. There are no many software on the market as easy to re-design as vtiger CRM. Users can manage it accordingly to their own needs. Most of changes and customizations (I.e. creation of new fields, filters and custom reports) can be made directly through web interface, by accessing the system with administrator privileges. ? It is beautiful. It is a really user friendly system; it is easy to use, with a familiar and pleasant interface. ? It is complete. It is an operational, collaborative and (quite) analytical CRM system. Modules and functionalities cover the entire sell cycle from the leads acquisition to the post-selling customer support. ? It is easy to learn. A user who normally deals with a computer could learn how to navigate among the modules and functionalities of the CRM in just two hours. After one or two weeks he/she deals with it, he/she can feel?at home! ? It is complex. The basic functionalities allow users to manage the main CRM activities they could need. Anyway, it is just by learning how to use advanced functions that we can take advantage of the full potentials of the tool. ? It is reliable. Thousands of installations in production environments all over the world. A development team consisting of 20 coders. A network of official partners in all the main countries. Hundreds of developers which work constantly every day in the international community. This means: extended and accurate tests on the product, and capability to intervene in order to correct bugs and eventual problems almost in real time. ? It is not perfect. Although it is beautiful, reliable and complete, vtiger CRM is not the perfect software, even if it is developing quickly and it is improving itself every day. Code cleaning and documentation are the most important things to arrange as soon as possible. From ml at arceva.fr Fri Apr 10 03:12:41 2009 From: ml at arceva.fr (fusioncore) Date: Fri, 10 Apr 2009 12:12:41 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 Message-ID: <49DF1B99.1070308@arceva.fr> Hi all After many test, I have the same problem on 2 different server of vtiger 510 I download last svn version but the problem is always present. My problem : When I create or edit a contact and check the box for the customer portal, the contact don't receive the email with login and password. The webmail work without problems but I have same problem with the pdf emailing on quotes, invoice. When I use the button send pdf by mail, the contact don't receive email but the admin receive the copy Does anyone have an idea ? I look on the trac and forum and I don't have more information If anyone want access to the server to have a look, contact me Regards, Bruno From svk at vtiger.com Fri Apr 10 10:44:40 2009 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 10 Apr 2009 10:44:40 -0700 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <49DF0CA9.7050004@gnumerica.org> References: <49DF0CA9.7050004@gnumerica.org> Message-ID: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Carlo, your list captures vtiger well. I would add security as one of the key benefits as well. The multi-level role hierarchy is quite useful for many organizations. Couple of translation corrections: - hypertestuality - hyperlinks - it is complex - it is comprehensive (i am assuming your intent is to capture the broad capabilities in vtiger that can leverage by advanced users) thanks, Sreenivas On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi wrote: > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/a30e5f26/attachment-0001.htm From joe at tsolucio.com Fri Apr 10 10:45:54 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 19:45:54 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF1B99.1070308@arceva.fr> References: <49DF1B99.1070308@arceva.fr> Message-ID: <49DF85D2.1050008@tsolucio.com> Hi Bruno, I just tested on the latest svn of 5.1 and CP with no problem in either case. I have also tested this a few times in the last two months with no problem. Maybe spam control on the user email you are testing with? Joe TSolucio fusioncore escribi?: > Hi all > > After many test, I have the same problem on 2 different server of vtiger 510 > I download last svn version but the problem is always present. > My problem : > When I create or edit a contact and check the box for the customer > portal, the contact don't receive the email with login and password. > The webmail work without problems but I have same problem with the pdf > emailing on quotes, invoice. > When I use the button send pdf by mail, the contact don't receive email > but the admin receive the copy > > Does anyone have an idea ? I look on the trac and forum and I don't have > more information > > If anyone want access to the server to have a look, contact me > > Regards, > > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From lists at joefleming.net Fri Apr 10 11:13:55 2009 From: lists at joefleming.net (Joe) Date: Fri, 10 Apr 2009 11:13:55 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Message-ID: <49DF8C63.70509@joefleming.net> How so? What I'm trying to do is run a daily, automated script that will take the contact info from people who place orders on our website and import it into vtiger as Contacts. I'm not doing this by hand, it would take WAY too long and cost way too much money to do it that way. I can modify the fields by hand, sure, but I'm not really sure what you mean in your response. -Joe amine f wrote: > Hi Joe, > > Why you don't try to modiy the filed name from MySql by using PhpMyadmin. > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Fri Apr 10 12:34:11 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 11 Apr 2009 01:04:11 +0530 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF85D2.1050008@tsolucio.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> Message-ID: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Joe, Wanted to keep you posted with some observation I made on Bruno server. Looks like the SMTP Outgoing server is failing to send mail to other domains! Suspecting the issue with SMTP configuration. Any Regards, Prasad On 4/10/09, Joe Bordes wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in either > case. I have also tested this a few times in the last two months with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server of vtiger > 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/bc5ba2cb/attachment.htm From joe at tsolucio.com Fri Apr 10 12:52:30 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 21:52:30 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Message-ID: <49DFA37E.5070506@tsolucio.com> It looked like something in that line. Thanks for the info Joe TSolucio Prasad escribi?: > Joe, > > Wanted to keep you posted with some observation I made on Bruno server. > > Looks like the SMTP Outgoing server is failing to send mail to other > domains! > > Suspecting the issue with SMTP configuration. Any > > Regards, > Prasad > > On 4/10/09, *Joe Bordes* > > wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in > either > case. I have also tested this a few times in the last two months > with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server > of vtiger 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with > the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't > receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I > don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/0669bcf4/attachment.htm From amine.fe at gmail.com Sat Apr 11 01:33:08 2009 From: amine.fe at gmail.com (amine f) Date: Sat, 11 Apr 2009 09:33:08 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DF8C63.70509@joefleming.net> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> <49DF8C63.70509@joefleming.net> Message-ID: <74faab6a0904110133p254c76f1ge5012d4c1db8c215@mail.gmail.com> Hi Joe, Have you tried to modify a custom field name from cf_... to Agent as exemple in the data base field name? Amine http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/5233af93/attachment.htm From bedouglas at earthlink.net Sun Apr 12 23:40:12 2009 From: bedouglas at earthlink.net (bruce) Date: Sun, 12 Apr 2009 23:40:12 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods Message-ID: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Hi... Got a project, where I'm going to need to have a CRM app (vtiger) have functionality to be used for a direct sales kind of model. Basically, I envision having a number of people who will act as local sales resources in different parts of the cocuntry. I'm going to need some way of managing them, as well as their contacts, throughout the sales cycle... Vtiger appears to be somewhat useful, but it's going to need mods.... I'm looking to talk to someone who's maed changes/mods to Vtiger so I can discuss what I have in mind... There might be some cash, but nowhere near enough to make this a real gig... So, if you have the chops/skills, let's talk. Thanks From amine.fe at gmail.com Mon Apr 13 10:23:25 2009 From: amine.fe at gmail.com (amine f) Date: Mon, 13 Apr 2009 19:23:25 +0200 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods In-Reply-To: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> References: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Message-ID: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From bedouglas at earthlink.net Mon Apr 13 11:11:11 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 13 Apr 2009 11:11:11 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Message-ID: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Hi Amine, This is for a small project that I'm working on. Actually, it's a part of a much larger project, involved with creating a web crawler for college sites. Given that this is kind of a garage project, there's a limited (small) budget. So it's not really suited for you if you're looking for a real paying gig. In other words, this isn't a fulltime gig, where you're going to make $20.00/hr!! I'm actually looking for somebody who has vTiger skills, who might want to make a small amount of cash, as well as be part of this project. If this interests you, get back to me. Here's what I'm looking to be able to accomplish:: Basically, I need the ability to have vTiger allow me to have an app that manages a direct sales force. -The sales team is spread out over different areas -Each sales group is responsible for its own territory/area -Each sales team talks to two kinds of customers: university profs, and local businesses -The app needs to keep track of the sales team, and their relationship with each kind of customer -The app needs to have the ability to import the university profs from an external source, on a continual basis -The app needs to have new/mods created for selecting the profs by the sales guy I want to have a sales guy signup I want to have the sales guy verified/authorized by a team lead I want to have the sales guy, signup to handle different university faculty/profs I want the sales guy to be able to track the conversation/ actions that he has with the prof -Actions could be:: -initial conversation (result) -secondary conversation (result) -faculty agrees to perform action (yes/no) -etc.. Tracking of the actions/results by the sales guy for each prof has to be captured/maintained in the db/tbls I want to be able to restrict the user from accessing data that he's not responsible for I want to have a multi-level access rights/permission structure regarding the sales guy, the team mgr, etc.. I want/need to have additional page/displays added to the app I need to have additional tbls added for this I need to have tools/processes added to continually refresh the faculty/prof data... If you're interested, let's talk. But like I said, this is more of a short term project, that supports a much larger project. If you're interested in talking about the bigger picture, then lets talk. -Bruce bedouglas at earthlink.net 925-249-1844 ----------------------------------------------------------------- -----Original Message----- From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com]On Behalf Of amine f Sent: Monday, April 13, 2009 10:23 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From carloz at gnumerica.org Mon Apr 13 23:57:25 2009 From: carloz at gnumerica.org (carlo beschi) Date: Tue, 14 Apr 2009 08:57:25 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> References: <49DF0CA9.7050004@gnumerica.org> <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Message-ID: <49E433D5.2080605@gnumerica.org> Hi Sreenivas, thank you very much for your comments and observations. I will add for sure something like "internal security" to the list. I'm also going to add a "completely multi-language" point. Possibly the list will grow to 20 points and I will re-publish it then. Thanks also for the translation hints. I will fix the english translation. As per comprehensive vs complex: my intent basically is to say "ok, vtiger CRM it's very user-frienldy, easy to learn, bla bla bla ... but actually if you really want to take full advantage of the sw, there's a number of things you must learn ..." (and this will be even more true with upcoming 5.1 :-)) Stay well, & keep up the great work, Carlo Sreenivas Kanumuru ha scritto: > Carlo, > > your list captures vtiger well. I would add security as one of the key > benefits as well. The multi-level role hierarchy is quite useful for > many organizations. > > Couple of translation corrections: > - hypertestuality - hyperlinks > - it is complex - it is comprehensive (i am assuming your intent is to > capture the broad capabilities in vtiger that can leverage by advanced > users) > > thanks, > Sreenivas > > On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi > wrote: > > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. > Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger > forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From jnaneshwar.bantanur at kavach.net Tue Apr 14 04:56:08 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:26:08 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E479D8.2040403@kavach.net> Hi All I am getting this error on my Home Page... Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1307 Please anybody help on the same. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/3c3efc75/jnaneshwar_bantanur.vcf From jnaneshwar.bantanur at kavach.net Tue Apr 14 04:59:09 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:29:09 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E47A8D.7040802@kavach.net> Another Error ! When I open Dashboard page.I will get this error. Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 Any suggestion is appreciated. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/93ee04ae/jnaneshwar_bantanur.vcf From prasad at vtiger.com Tue Apr 14 05:09:35 2009 From: prasad at vtiger.com (Prasad) Date: Tue, 14 Apr 2009 17:39:35 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E47A8D.7040802@kavach.net> References: <49E47A8D.7040802@kavach.net> Message-ID: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Looks like GD (php extension) is not configured. Regards, Prasad vtiger Team On 4/14/09, Jnaneshwar Bantanur wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/5918459f/attachment.htm From jnaneshwar.bantanur at kavach.net Tue Apr 14 05:38:49 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 18:08:49 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Message-ID: <49E483D9.3050000@kavach.net> GD is already configured...! Prasad wrote: > Looks like GD (php extension) is not configured. > > Regards, > Prasad > vtiger Team > > On 4/14/09, *Jnaneshwar Bantanur* > wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/c083a8d7/jnaneshwar_bantanur.vcf From joe at tsolucio.com Tue Apr 14 05:48:28 2009 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 14 Apr 2009 14:48:28 +0200 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E483D9.3050000@kavach.net> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> <49E483D9.3050000@kavach.net> Message-ID: <49E4861C.10804@tsolucio.com> It's missing truetype font support Joe TSolucio Jnaneshwar Bantanur escribi?: > GD is already configured...! > > Prasad wrote: > >> Looks like GD (php extension) is not configured. >> >> Regards, >> Prasad >> vtiger Team >> >> On 4/14/09, *Jnaneshwar Bantanur* > > wrote: >> >> Another Error ! >> >> When I open Dashboard page.I will get this error. >> >> >> Fatal error: Call to undefined function ImageTTFBBox() in >> >> /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 >> >> Any suggestion is appreciated. >> >> Thanks and regards >> Jnani >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> >> ------------------------------------------------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com From amine.fe at gmail.com Wed Apr 15 13:03:58 2009 From: amine.fe at gmail.com (amine f) Date: Wed, 15 Apr 2009 21:03:58 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Message-ID: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: ThomasMathiesen-vTiger.pdf Type: application/pdf Size: 2142285 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/ThomasMathiesen-vTiger-0001.pdf -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigercrmv5x.pdf Type: application/pdf Size: 3487531 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/vtigercrmv5x-0001.pdf From k.arun at itecscom.com Thu Apr 16 01:32:50 2009 From: k.arun at itecscom.com (Arun Kumar) Date: Thu, 16 Apr 2009 14:02:50 +0530 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <49E6ED32.7050903@itecscom.com> Hi, Thanks for your help got lot of information.But i will helpful if you sen the PDF in ENGLISH. Thanks, K.Arun astTECS.com amine f wrote: > Hi Bruce, > > I just read your mail and your needs. Vtiger can respnd to 90 % of > your needs without doing a major modifications. You'll find as append > file documentation in pdf format. I advise you this book: > http://www.lulu.com/content/1018014 > > If I can help you, I am here. > > Faithfully > Amine FELLAHI > Sirius NET > Web site: http://www.snet-dz.com > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/85982cb3/attachment.htm From jnaneshwar.bantanur at kavach.net Thu Apr 16 03:01:03 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Thu, 16 Apr 2009 15:31:03 +0530 Subject: [Vtigercrm-developers] Error user tries to open unassigned ticket. Message-ID: <49E701DF.1000309@kavach.net> Hi All I have a problem.Whenever a support staff opens a ticket which he has not been assigned.He gets this error screen.Can anybody help me on how to avoid this error. Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1637 Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1649 Thanks and regards Jnani From amine.fe at gmail.com Thu Apr 16 06:02:00 2009 From: amine.fe at gmail.com (amine f) Date: Thu, 16 Apr 2009 14:02:00 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49E6ED32.7050903@itecscom.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> Message-ID: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigerCRMmanualv5.x-512-002-06.pdf Type: application/pdf Size: 4425790 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/vtigerCRMmanualv5.x-512-002-06-0001.pdf From daud.sweetland at googlemail.com Thu Apr 16 06:17:36 2009 From: daud.sweetland at googlemail.com (Daud Sweetland) Date: Thu, 16 Apr 2009 17:17:36 +0400 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Message-ID: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/4d7461ef/attachment.htm From bedouglas at earthlink.net Thu Apr 16 06:44:59 2009 From: bedouglas at earthlink.net (bruce) Date: Thu, 16 Apr 2009 06:44:59 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Message-ID: <8c7d01c9be99$89bc1bd0$0301a8c0@tmesa.com> daud... ????? what file are you referring to... -----Original Message----- From: Daud Sweetland [mailto:daud.sweetland at googlemail.com] Sent: Thursday, April 16, 2009 6:18 AM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: RE: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 From ml at arceva.fr Thu Apr 16 16:15:59 2009 From: ml at arceva.fr (Fusioncore) Date: Fri, 17 Apr 2009 01:15:59 +0200 Subject: [Vtigercrm-developers] Customer portal translation Message-ID: <49E7BC2F.80206@arceva.fr> Hi I found a little problem with the customer portal translation with a svn version download yesterday In MySettings.php,, the language was block to en_us in this line : require_once("language/en_us.lang.php"); You can change it to : require_once("language/$default_language.lang.php"); Regards, Bruno From sebastian.schmitzdorff at hamburgnet.de Sun Apr 19 10:34:47 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Sun, 19 Apr 2009 19:34:47 +0200 Subject: [Vtigercrm-developers] account number in quote module (pdf export) Message-ID: <49EB60B7.7020304@hamburgnet.de> Hi, while playing with 5.1 val1 I noticed the following. When exporting a Quote to PDF it uses the $account_id variable for the account number. I expected it to print the account_no field from the account table instead. I wrote attached patch to add a new $account_no variable. The patch is created using todays svn checkout from http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/. 1.) add function getAccountNumber to include/utils/CommonUtils.php 2.) add $account_no variable include/InventoryPDF.php for invoice, quote and sales order. 3.) replace $account_id with $account_no in modules/Quotes/pdf_templates/header.php kind regards Sebastian -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: accountno.patch Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090419/f4468211/accountno.txt From jnaneshwar.bantanur at kavach.net Tue Apr 21 00:25:01 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 21 Apr 2009 12:55:01 +0530 Subject: [Vtigercrm-developers] Eventum, Vtiger CRM and GLPI(Asset Tracker Tool) Integration. Message-ID: <49ED74CD.3060609@kavach.net> Hi Anybody tried to integrate Eventum,Vtigercrm and GLPI.If yes Please help me on the same. Regards Jnani From prasanth at aarthikaindia.com Tue Apr 21 06:07:22 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 21 Apr 2009 18:37:22 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed Message-ID: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/bf1c4311/attachment.htm From brett.hooker at roarz.com Tue Apr 21 08:38:11 2009 From: brett.hooker at roarz.com (Brett Hooker) Date: Wed, 22 Apr 2009 01:38:11 +1000 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Message-ID: <49EDE863.9050204@roarz.com> Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasanth wrote: > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I > need to get sales details of each dealer. Sales order needs to > generate upon a sale , there is no purchase order or quotes . Whether > these kind of shopping cart implementation is supported by Vtiger. If > there is any extension or support available for this pls send the > details. If its still available in the vtiger crm, pls tell how it can > be implemented > > Regards, > Prasanth > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/b5368434/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/b5368434/brett-hooker-0001.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/b5368434/ROARZ-Logo-screen-154-0001.png From prasanth at aarthikaindia.com Wed Apr 22 06:43:09 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Wed, 22 Apr 2009 19:13:09 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <026701c9c350$47a0a480$3000a8c0@rainconcertdomain.com> Hi Brett, Thank you very much for valuable information. It works great. Regards, Prasanth D ----- Original Message ----- From: Brett Hooker To: vtigercrm-developers at lists.vtigercrm.com Sent: Tuesday, April 21, 2009 9:08 PM Subject: Re: [Vtigercrm-developers] CRM - Help Needed Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre: Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre: Level 9, 12-13 Marine Parade Southport Qld 4215 ROARZ will help you get your website up to date and keep it that way. Prasanth wrote: Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth ---------------------------------------------------------------------------- _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com ------------------------------------------------------------------------------ _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0001.jpeg -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0001.png From bedouglas at earthlink.net Wed Apr 22 07:17:13 2009 From: bedouglas at earthlink.net (bruce) Date: Wed, 22 Apr 2009 07:17:13 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <9fef01c9c355$08ee4800$0301a8c0@tmesa.com> Hi Amine (and anyone else!). I've looked over the user/dev docs.. i've looked at ripping apart the app. i could do it if i had the time. unfortunately, i've got 15 other apps that need my time as well. i'm looking to rip out a bunch of functionality (sub menus) as well as to add additional functionality. in order to keep the app as clean as possible, removing excess code is probably better, than simply setting a var somewhere that 'hides' the functionality. The key functionality tha ti need to implement, that as far as i can tell vTiger doesn't have, is the ability to allow a user to select/be assigned potentia leads/contacts from a list of contacts. I then want to allow the user, to have their own section of the app, where they get to work on the list of leads/contacts that they're responsible for. Using vTiger's approach of access rights/permissions allows for sharing of contacts/leads between users/groups/teams which is also required. here's an overview of my future setup: i have a group of colleges each college has a group of depts, which have classes each class has a faculty/prof so this gets me a list of faculty. i want the modified vTiger, to allow the user to select a college, dept, to then be able to select the faculty from the list of courses/faculty for the dept. this requires a separate menu/page within the vTiger horizontal nav bar. i also want to allow the user to then be able to work on the list of leads/contacts (faculty) within their own workspace. to some extent, this will be analogous to the display area for the lead/contact under the marketing tab. i also want to restrict the user to only work on the leads/contacts/faculty that are assigned to the user. there will also be a number of additional reports/data to be generated/displayed, but that's not a critical issue.. so... i need someone who can help me figure out the best way to get to where i can have this up/running, and interface with the other apps i'm working on... thanks -bruce -----Original Message----- From: amine f [mailto:amine.fe at gmail.com] Sent: Wednesday, April 15, 2009 1:04 PM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com From prasad at vtiger.com Wed Apr 22 07:51:45 2009 From: prasad at vtiger.com (Prasad) Date: Wed, 22 Apr 2009 20:21:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.1.0 - 2nd validation build Message-ID: <39d18b250904220751j36f8dd68k6a6c1bde16df6840@mail.gmail.com> Dear members, vtiger CRM 5.1.0 - 2nd validation build is now available. http://www.vtiger.com/blogs/2009/04/22/vtiger-crm-510-2nd-validation-build/ We encourage community members to share hands for validating the product and report issues at http://trac.vtiger.com Please do not use the 5.1 validation build on your production server. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/d6c28a62/attachment.htm From ben.molloy at pro-vigil.com Thu Apr 23 10:37:41 2009 From: ben.molloy at pro-vigil.com (Ben Molloy) Date: Thu, 23 Apr 2009 12:37:41 -0500 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <49EDE863.9050204@roarz.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <8abf78790904231037k7286bf06vf67ea9fe8c8d55e2@mail.gmail.com> Brett, Do you guys do this type of integration for Magento as well? Regards, Ben Molloy | VP - Business Growth & Development Pro-Vigil, Inc. | www.pro-vigil.com E-mail: ben.molloy at pro-vigil.com (preferred method of contact) Toll Free: 866.616.1318 Direct: 210.858.1115 Fax: 866.616.1319 ......................................................................... Pro-Vigil: Providing Proactive Protection See the NEW Scarecrow VGS! http://www.youtube.com/watch?v=FdenXZ1B2j8 ......................................................................... ***Security Notice*** This email/facsimile message is the property of Pro-Vigil, Inc., and is intended only for the recipient(s) named above and may contain information that is privileged and exempt from disclosure under applicable law. If you are not the intended recipient, please delete all copies of this e-mail/facsimile and notify the sender. On Tue, Apr 21, 2009 at 10:38 AM, Brett Hooker wrote: > Prasanth, > > We do this on a business by business basis, usually with Joomla extensions > like VirtueMart. > > There isn't any pre-built integrations for you to tap into within vTiger, > but all of the framework elements are there for you to implement your own. > > We've used both the SOAP APIs and the PHP APIs to do this work, choice > being based on whether the CRM is remote (use SOAP) or in the same install > (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick > to the SOAP APIs. > > We usually follow one of these two models: > > 1) Just-in-Time (JIT) integration: When the order is raised in the shopping > cart, push customer, product, order header, and order line detail to > vTiger. In a "complete" implementation, we will create a Closed Won > Potential, a Sales Order (linked to the Potential), and an Invoice (linked > to the Sales Order) all against an Account based on the user in the shopping > cart that raised the order. We'll also create both an Account and a Contact > for the customer. In consumer sales environments, when you don't have a > Company name for the Account, we just use the customers full name as the > Account Name. In this model, we only push across the Products that are > included on the order at the time the order is raised. That way, you don't > need to synchronise or maintain the full product database in vTiger, you > just populate it as you need to. The reason we include the Closed Won > Potential in the integration, as that auto-populates the vTiger Dashboard > with high level sales data based on the orders being placed through the > shopping cart. That is like virtual-gold to managers; being able to just > watch the vTiger dashboard and see the orders stacking up. > > 2) Real-Time (RT) integration: Hook into shopping cart code base to push > product updates to vTiger real time. Hook into the user admin system to > push customer/user updates to vTiger real time (for both Accounts and > Contacts). Then, at the time the orders are raised in the shopping cart, we > only need to push through the order header and order lines. We'd still do a > Closed Won Potential, Sales Order, and Invoice to ensure all of the sales > and accounting entities are created in vTiger. > > Sorry that this doesn't deal with Early Impact specifically, but hopefully > sharing our approach helps. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasanth wrote: > > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to > get sales details of each dealer. Sales order needs to generate upon a sale > , there is no purchase order or quotes . Whether these kind of shopping cart > implementation is supported by Vtiger. If there is any extension or support > available for this pls send the details. If its still available in the > vtiger crm, pls tell how it can be implemented > > Regards, > Prasanth > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0001.htm -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0001.png -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0001.jpeg From stephen at efronteras.com Fri Apr 24 08:31:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 11:31:34 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table Message-ID: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Can someone point me in the right direction. I want to add a date field to the product records for quotes/invoices. I know how to add a regular custom field. I'm a little unsure about this though. Any advise would be greatly appreciated. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen -------------- next part -------------- A non-text attachment was scrubbed... Name: products.jpg Type: image/jpeg Size: 31801 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090424/9f278652/products-0001.jpg From stephen at efronteras.com Fri Apr 24 14:33:23 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 17:33:23 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Message-ID: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Ok I finally found the table "vtiger_inventoryproductrel" this table seems like it is used in a lot of places throughout the system. Does anyone have an experience with this? I may just re-purpose the comments field using it to store the date. Thoughts, comments? -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack wrote: > Can someone point me in the right direction. ?I want to add a date > field to the product records for quotes/invoices. ?I know how to add a > regular custom field. ?I'm a little unsure about this though. > > Any advise would be greatly appreciated. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From prasad at vtiger.com Fri Apr 24 23:07:17 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 25 Apr 2009 11:37:17 +0530 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Message-ID: <39d18b250904242307h77c70795m57d8409d83fd58f5@mail.gmail.com> Stephen, The line-item (product) details are stored in vtiger_inventoryproductrel that is added to Quotes, SO, PO, Invocie. Regards, Prasad vtiger Team On 4/25/09, Stephen Mack wrote: > > Ok I finally found the table "vtiger_inventoryproductrel" this table > seems like it is used in a lot of places throughout the system. Does > anyone have an experience with this? I may just re-purpose the > comments field using it to store the date. > > Thoughts, comments? > > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > > On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack > wrote: > > Can someone point me in the right direction. I want to add a date > > field to the product records for quotes/invoices. I know how to add a > > regular custom field. I'm a little unsure about this though. > > > > Any advise would be greatly appreciated. > > > > -- Stephen Mack > > Gerente de Ventas y Marketing > > Escuela Fronteras > > www.eFronteras.com > > skype: eFronteras.Stephen > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090424/ab36f9ea/attachment.htm From db at klopfer.com Mon Apr 27 02:35:17 2009 From: db at klopfer.com (=?UTF-8?Q?Daniel=20B=C3=B6hmer?=) Date: Mon, 27 Apr 2009 11:35:17 +0200 Subject: [Vtigercrm-developers] Fwd: Getting vtiger working with our company / development possible Message-ID: <49F59875020000280000179F@archiv.klopfer-gmbh.de> Hello everyone, last Friday I sent a message to this mailing list but obviously the subscribtion failed and now I received a message saying my mail is held until a moderator accepts it. In the meantime I have succeded the subscription process and post the message again. The old post has been canceled. Kind regards Daniel B?hmer -------------- next part -------------- An embedded message was scrubbed... From: "=?UTF-8?Q?Daniel=20B=C3=B6hmer?=" Subject: Fwd: Getting vtiger working with our company / development possible Date: Fri, 24 Apr 2009 15:13:22 +0200 Size: 3517 Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090427/45051bca/attachment.eml From bedouglas at earthlink.net Mon Apr 27 10:07:13 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 27 Apr 2009 10:07:13 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From prasanth at aarthikaindia.com Tue Apr 28 06:04:33 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 28 Apr 2009 18:34:33 +0530 Subject: [Vtigercrm-developers] Help Needed Message-ID: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Hi All I need to insert the product details from shopping cart to CRM. I have inserted values to vtiger_crmentity, vtiger_products, vtiger_productcf tables. But while creating an invoice the newly added product name is not coming in the pop up window for selecting the products. Is there any table need to be updated for this Pls help. Regards, Prasanth D -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/b0dc1bfc/attachment.htm From bedouglas at earthlink.net Tue Apr 28 06:18:48 2009 From: bedouglas at earthlink.net (bruce) Date: Tue, 28 Apr 2009 06:18:48 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From dfar2008 at gmail.com Tue Apr 28 06:19:39 2009 From: dfar2008 at gmail.com (ding jianting) Date: Tue, 28 Apr 2009 21:19:39 +0800 Subject: [Vtigercrm-developers] Help Needed In-Reply-To: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> References: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Message-ID: Hi, Pls execute sql : "SELECT vtiger_crmentity.crmid, vtiger_crmentity.description, vtiger_products.*, vtiger_productcf.* FROM vtiger_products INNER JOIN vtiger_crmentity ON vtiger_crmentity.crmid = vtiger_products.productid INNER JOIN vtiger_productcf ON vtiger_products.productid = vtiger_productcf.productid LEFT JOIN vtiger_vendor ON vtiger_vendor.vendorid = vtiger_products.vendor_id LEFT JOIN vtiger_users ON vtiger_users.id = vtiger_products.handler" and check product records from shopping cart. On Tue, Apr 28, 2009 at 9:04 PM, Prasanth wrote: > Hi All > > I need to insert the product details from shopping cart to CRM. I have > inserted values to > vtiger_crmentity > , > vtiger_products > , > vtiger_productcf > tables. > But while creating an invoice the newly added product name is not coming in > the pop up window for selecting the products. > Is there any table need to be updated for this > Pls help. > > Regards, > Prasanth D > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- ________________________________________ ????CRM ?? ???????????????631????? ???021-64876448 ??:021-64876441 ???(0)13701696656 Email:dfar2008 at gmail.com ----------------------------------------------------------------------- -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/8c114402/attachment-0001.htm From stephen at efronteras.com Wed Apr 29 08:15:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:15:34 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" Message-ID: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> It seems like I should have figured this out already... :( I would like to use the "Modify Time" from a quote on the PDF. I can't find where the "Create time" & "Modify time" are stored for a quote. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen From stephen at efronteras.com Wed Apr 29 08:33:37 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:33:37 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Hummm... can someone confirm that this is the information is correct. I think it is... SELECT * FROM `vtiger_quotes` LEFT JOIN `vtiger_crmentity` ON `quoteid` = `crmid` WHERE 1 -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. ?I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From sebastian.schmitzdorff at hamburgnet.de Wed Apr 29 08:35:20 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Wed, 29 Apr 2009 17:35:20 +0200 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <49F873B8.4090200@hamburgnet.de> Stephen, I was wondering the same thing. I've been searching in the database table and the php code for over an hor and couldn't find it. Anyone else here that can give us a hint here? cheers sebastian Stephen Mack schrieb: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sebastian Schmitzdorff Managing Director Hamburgnet Kottwitzstrasse 49 D-20253 Hamburg fon: +49 40 736 72-322 fax: +49 40 736 72-321 Ust-IdNr. DE256504490 http://www.hamburgnet.de From stephen at efronteras.com Wed Apr 29 08:52:02 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:52:02 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Message-ID: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Hi everyone and Sebastian, Ok I also found out that the function... retrieve_entity_info($_REQUEST['record'],"Quotes"); ...also retrieves the information. It's accessible in the column_fields variable. $modified_date = $focus->column_fields["modifiedtime"]; -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: > Hummm... can someone confirm that this is the information is correct. > I think it is... > > SELECT * > FROM ?`vtiger_quotes` > LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` > WHERE 1 > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >> It seems like I should have figured this out already... :( >> >> I would like to use the "Modify Time" from a quote on the PDF. ?I >> can't find where the "Create time" & "Modify time" are stored for a >> quote. >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> > From stephen at efronteras.com Wed Apr 29 09:39:41 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 12:39:41 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Message-ID: <10701a710904290939o51090f37pebe40e5560b10162@mail.gmail.com> Just to close the loop, here is everything 1) Call the built-in function in data\CRMEntity.php retrieve_entity_info($_REQUEST['record'],"Quotes") 2) The information is now stored in the variable $column_fields $focus->column_fields["modifiedtime"] 3) Format the output. You need to convert the string to an integer and format it as you like. date("d M Y", strtotime($focus->column_fields["modifiedtime"])) If I'm wrong someone can correct me please. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:52 AM, Stephen Mack wrote: > Hi everyone and Sebastian, > > Ok I also found out that the function... > retrieve_entity_info($_REQUEST['record'],"Quotes"); > > ...also retrieves the information. ?It's accessible in the > column_fields variable. > > $modified_date = $focus->column_fields["modifiedtime"]; > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: >> Hummm... can someone confirm that this is the information is correct. >> I think it is... >> >> SELECT * >> FROM ?`vtiger_quotes` >> LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` >> WHERE 1 >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> >> >> >> On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >>> It seems like I should have figured this out already... :( >>> >>> I would like to use the "Modify Time" from a quote on the PDF. ?I >>> can't find where the "Create time" & "Modify time" are stored for a >>> quote. >>> >>> -- Stephen Mack >>> Gerente de Ventas y Marketing >>> Escuela Fronteras >>> www.eFronteras.com >>> skype: eFronteras.Stephen >>> >> > From ml at arceva.fr Wed Apr 29 15:46:57 2009 From: ml at arceva.fr (Fusioncore) Date: Thu, 30 Apr 2009 00:46:57 +0200 Subject: [Vtigercrm-developers] customer portal enhancement Message-ID: <49F8D8E1.5040409@arceva.fr> Hi I work on the 510 val2 customer portal. I add some file to export sales order in customer portal but I don't know where I can add a label in the tabs It will be dynamic but I don't have any result on my search Can anyone will help me ? Thanks, Bruno From ml at arceva.fr Thu Apr 30 07:39:36 2009 From: ml at arceva.fr (fusioncore) Date: Thu, 30 Apr 2009 16:39:36 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F8D8E1.5040409@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> Message-ID: <49F9B828.7050001@arceva.fr> Hi Nobody can help me ? Thanks, Bruno Fusioncore a ?crit : > Hi > I work on the 510 val2 customer portal. I add some file to export sales > order in customer portal but I don't know where I can add a label in the > tabs > It will be dynamic but I don't have any result on my search > Can anyone will help me ? > > Thanks, > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From akos.palfi at gmail.com Thu Apr 30 12:04:33 2009 From: akos.palfi at gmail.com (=?ISO-8859-1?Q?=C1kos_P=E1lfi?=) Date: Thu, 30 Apr 2009 21:04:33 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F9B828.7050001@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> <49F9B828.7050001@arceva.fr> Message-ID: <1a693caf0904301204s35d5ef43hc679fe8453d1c050@mail.gmail.com> Hello, It's in Smarty->templates->Inventory->InventoryActions.tpl. Hope it helps. Regards, Akos Palfi 2009/4/30 fusioncore > Hi > Nobody can help me ? > > Thanks, > Bruno > > Fusioncore a ?crit : > > Hi > > I work on the 510 val2 customer portal. I add some file to export sales > > order in customer portal but I don't know where I can add a label in the > > tabs > > It will be dynamic but I don't have any result on my search > > Can anyone will help me ? > > > > Thanks, > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090430/cd8ed761/attachment.htm From lists at joefleming.net Thu Apr 9 13:46:28 2009 From: lists at joefleming.net (Joe) Date: Thu, 09 Apr 2009 10:46:28 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data Message-ID: <49DE3474.6090407@joefleming.net> Hey all, I just started using vTiger and I'm overall pretty impressed with the package. Of course, it's not perfectly suited for my needs out of the box so I needed to add some of my own code to it. One of the things we need to do is import clients who have placed orders through our website as Contacts. I've been using the SOAP interface to handle the email optout stuff so I thought I'd also use it to create these new Contacts. Everything works fine, except for custom field values. I have a custom field, which is a checkbox named "Agent", that needs to be checked if the client is indeed an agent. The problem is, I can't seem to pass the value with $focus->column_fields['agent'] as I expected. I CAN, however, look up the custom field column name (cf_535 in this case) and assign it with $focus->column_fields['cf_535']. This isn't ideal because I'm using the same code in a test environment (or several, actually) that have different cf ids for the same fields (cf_535 on this machine, cf_463 on anther, cf_398 on another, etc). Is there a way I can set the value by calling it by name (agent) instead of by it's custom field name (cf_535)? For the record, I'm currently using the first test build of 5.1.0. Any help is appreciated! Also, what is the preferred resource for learning how to use the different module classes? I've just been figuring it out by looking at existing code, which is kind of a slow way to learn... -Joe From amine.fe at gmail.com Fri Apr 10 04:31:13 2009 From: amine.fe at gmail.com (amine f) Date: Fri, 10 Apr 2009 09:31:13 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DE3474.6090407@joefleming.net> References: <49DE3474.6090407@joefleming.net> Message-ID: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Hi Joe, Why you don't try to modiy the filed name from MySql by using PhpMyadmin. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/f630f4e8/attachment.html From carloz at gnumerica.org Fri Apr 10 05:08:57 2009 From: carloz at gnumerica.org (carlo beschi) Date: Fri, 10 Apr 2009 11:08:57 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM Message-ID: <49DF0CA9.7050004@gnumerica.org> Hi all, based on my personal experience as a vtiger CRM user, consultant and developer, I've written this small text. Any feedback is appreciated. It's been originally posted on our company's blog, here: http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ Thank you Flavia for translating it in English. Carlo Beschi (aka carloz) --------- 15 things to know about vtiger CRM ? It is a software. Therefore, it is a tool. It supports human intelligence but it can not replace it. ? It is opensource. Software's source code is available and any user can read, re-use, modify it ? it is provided under Vtiger Public License (an open source license which comes from Mozilla Public License). ? It is free. The official and full version of the software can be freely downloaded from vtiger.com website. Microsoft Office, Microsoft Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. Additional modules, plug-in and bridges to other platforms are freely provided by commmunity developers on a dedicated web portal (vtiger forge). ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, a database and a programming language which are recognized as international standard. This kind of choice offers a solid and shared development basis and makes vtiger CRM completely multi platform (vtiger server can run both on Linux, Windows and Machintosh OS). ? It is client/server. It is possible to have a great number of clients for each server installation. ? It is web-based. It allows working easily on a shared platform, without the need to install anything on the workstations. People can access it as it were a web site, using Mozilla Firefox, Internet Explorer or any other browser. Moreover, vtiger CRM takes full advantage of the power of the hypertestuality (I.e. links between pages and entities). ? It is multi-user. Actually, users can be unlimited. There are no ties either technical or linked to the license. Users can be one, ten or hundred: each one with his username and password, and assigned to a role and profile. It is possible to define access rules, which are specific for any system entity. ? It is modular. The software provides 20 base modules ? Leads, Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just some of them. Each module can be fully customized. It is possible to disable modules which user is not interested in and install new additional modules. ? It is flexible. There are no many software on the market as easy to re-design as vtiger CRM. Users can manage it accordingly to their own needs. Most of changes and customizations (I.e. creation of new fields, filters and custom reports) can be made directly through web interface, by accessing the system with administrator privileges. ? It is beautiful. It is a really user friendly system; it is easy to use, with a familiar and pleasant interface. ? It is complete. It is an operational, collaborative and (quite) analytical CRM system. Modules and functionalities cover the entire sell cycle from the leads acquisition to the post-selling customer support. ? It is easy to learn. A user who normally deals with a computer could learn how to navigate among the modules and functionalities of the CRM in just two hours. After one or two weeks he/she deals with it, he/she can feel?at home! ? It is complex. The basic functionalities allow users to manage the main CRM activities they could need. Anyway, it is just by learning how to use advanced functions that we can take advantage of the full potentials of the tool. ? It is reliable. Thousands of installations in production environments all over the world. A development team consisting of 20 coders. A network of official partners in all the main countries. Hundreds of developers which work constantly every day in the international community. This means: extended and accurate tests on the product, and capability to intervene in order to correct bugs and eventual problems almost in real time. ? It is not perfect. Although it is beautiful, reliable and complete, vtiger CRM is not the perfect software, even if it is developing quickly and it is improving itself every day. Code cleaning and documentation are the most important things to arrange as soon as possible. From ml at arceva.fr Fri Apr 10 06:12:41 2009 From: ml at arceva.fr (fusioncore) Date: Fri, 10 Apr 2009 12:12:41 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 Message-ID: <49DF1B99.1070308@arceva.fr> Hi all After many test, I have the same problem on 2 different server of vtiger 510 I download last svn version but the problem is always present. My problem : When I create or edit a contact and check the box for the customer portal, the contact don't receive the email with login and password. The webmail work without problems but I have same problem with the pdf emailing on quotes, invoice. When I use the button send pdf by mail, the contact don't receive email but the admin receive the copy Does anyone have an idea ? I look on the trac and forum and I don't have more information If anyone want access to the server to have a look, contact me Regards, Bruno From svk at vtiger.com Fri Apr 10 13:44:40 2009 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 10 Apr 2009 10:44:40 -0700 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <49DF0CA9.7050004@gnumerica.org> References: <49DF0CA9.7050004@gnumerica.org> Message-ID: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Carlo, your list captures vtiger well. I would add security as one of the key benefits as well. The multi-level role hierarchy is quite useful for many organizations. Couple of translation corrections: - hypertestuality - hyperlinks - it is complex - it is comprehensive (i am assuming your intent is to capture the broad capabilities in vtiger that can leverage by advanced users) thanks, Sreenivas On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi wrote: > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/a30e5f26/attachment.html From joe at tsolucio.com Fri Apr 10 13:45:54 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 19:45:54 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF1B99.1070308@arceva.fr> References: <49DF1B99.1070308@arceva.fr> Message-ID: <49DF85D2.1050008@tsolucio.com> Hi Bruno, I just tested on the latest svn of 5.1 and CP with no problem in either case. I have also tested this a few times in the last two months with no problem. Maybe spam control on the user email you are testing with? Joe TSolucio fusioncore escribi?: > Hi all > > After many test, I have the same problem on 2 different server of vtiger 510 > I download last svn version but the problem is always present. > My problem : > When I create or edit a contact and check the box for the customer > portal, the contact don't receive the email with login and password. > The webmail work without problems but I have same problem with the pdf > emailing on quotes, invoice. > When I use the button send pdf by mail, the contact don't receive email > but the admin receive the copy > > Does anyone have an idea ? I look on the trac and forum and I don't have > more information > > If anyone want access to the server to have a look, contact me > > Regards, > > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From lists at joefleming.net Fri Apr 10 14:13:55 2009 From: lists at joefleming.net (Joe) Date: Fri, 10 Apr 2009 11:13:55 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Message-ID: <49DF8C63.70509@joefleming.net> How so? What I'm trying to do is run a daily, automated script that will take the contact info from people who place orders on our website and import it into vtiger as Contacts. I'm not doing this by hand, it would take WAY too long and cost way too much money to do it that way. I can modify the fields by hand, sure, but I'm not really sure what you mean in your response. -Joe amine f wrote: > Hi Joe, > > Why you don't try to modiy the filed name from MySql by using PhpMyadmin. > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Fri Apr 10 15:34:11 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 11 Apr 2009 01:04:11 +0530 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF85D2.1050008@tsolucio.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> Message-ID: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Joe, Wanted to keep you posted with some observation I made on Bruno server. Looks like the SMTP Outgoing server is failing to send mail to other domains! Suspecting the issue with SMTP configuration. Any Regards, Prasad On 4/10/09, Joe Bordes wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in either > case. I have also tested this a few times in the last two months with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server of vtiger > 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/bc5ba2cb/attachment.html From joe at tsolucio.com Fri Apr 10 15:52:30 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 21:52:30 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Message-ID: <49DFA37E.5070506@tsolucio.com> It looked like something in that line. Thanks for the info Joe TSolucio Prasad escribi?: > Joe, > > Wanted to keep you posted with some observation I made on Bruno server. > > Looks like the SMTP Outgoing server is failing to send mail to other > domains! > > Suspecting the issue with SMTP configuration. Any > > Regards, > Prasad > > On 4/10/09, *Joe Bordes* > > wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in > either > case. I have also tested this a few times in the last two months > with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server > of vtiger 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with > the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't > receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I > don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/0669bcf4/attachment.html From amine.fe at gmail.com Sat Apr 11 04:33:08 2009 From: amine.fe at gmail.com (amine f) Date: Sat, 11 Apr 2009 09:33:08 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DF8C63.70509@joefleming.net> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> <49DF8C63.70509@joefleming.net> Message-ID: <74faab6a0904110133p254c76f1ge5012d4c1db8c215@mail.gmail.com> Hi Joe, Have you tried to modify a custom field name from cf_... to Agent as exemple in the data base field name? Amine http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/5233af93/attachment.html From bedouglas at earthlink.net Mon Apr 13 02:40:12 2009 From: bedouglas at earthlink.net (bruce) Date: Sun, 12 Apr 2009 23:40:12 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods Message-ID: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Hi... Got a project, where I'm going to need to have a CRM app (vtiger) have functionality to be used for a direct sales kind of model. Basically, I envision having a number of people who will act as local sales resources in different parts of the cocuntry. I'm going to need some way of managing them, as well as their contacts, throughout the sales cycle... Vtiger appears to be somewhat useful, but it's going to need mods.... I'm looking to talk to someone who's maed changes/mods to Vtiger so I can discuss what I have in mind... There might be some cash, but nowhere near enough to make this a real gig... So, if you have the chops/skills, let's talk. Thanks From amine.fe at gmail.com Mon Apr 13 13:23:25 2009 From: amine.fe at gmail.com (amine f) Date: Mon, 13 Apr 2009 19:23:25 +0200 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods In-Reply-To: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> References: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Message-ID: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From bedouglas at earthlink.net Mon Apr 13 14:11:11 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 13 Apr 2009 11:11:11 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Message-ID: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Hi Amine, This is for a small project that I'm working on. Actually, it's a part of a much larger project, involved with creating a web crawler for college sites. Given that this is kind of a garage project, there's a limited (small) budget. So it's not really suited for you if you're looking for a real paying gig. In other words, this isn't a fulltime gig, where you're going to make $20.00/hr!! I'm actually looking for somebody who has vTiger skills, who might want to make a small amount of cash, as well as be part of this project. If this interests you, get back to me. Here's what I'm looking to be able to accomplish:: Basically, I need the ability to have vTiger allow me to have an app that manages a direct sales force. -The sales team is spread out over different areas -Each sales group is responsible for its own territory/area -Each sales team talks to two kinds of customers: university profs, and local businesses -The app needs to keep track of the sales team, and their relationship with each kind of customer -The app needs to have the ability to import the university profs from an external source, on a continual basis -The app needs to have new/mods created for selecting the profs by the sales guy I want to have a sales guy signup I want to have the sales guy verified/authorized by a team lead I want to have the sales guy, signup to handle different university faculty/profs I want the sales guy to be able to track the conversation/ actions that he has with the prof -Actions could be:: -initial conversation (result) -secondary conversation (result) -faculty agrees to perform action (yes/no) -etc.. Tracking of the actions/results by the sales guy for each prof has to be captured/maintained in the db/tbls I want to be able to restrict the user from accessing data that he's not responsible for I want to have a multi-level access rights/permission structure regarding the sales guy, the team mgr, etc.. I want/need to have additional page/displays added to the app I need to have additional tbls added for this I need to have tools/processes added to continually refresh the faculty/prof data... If you're interested, let's talk. But like I said, this is more of a short term project, that supports a much larger project. If you're interested in talking about the bigger picture, then lets talk. -Bruce bedouglas at earthlink.net 925-249-1844 ----------------------------------------------------------------- -----Original Message----- From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com]On Behalf Of amine f Sent: Monday, April 13, 2009 10:23 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From carloz at gnumerica.org Tue Apr 14 02:57:25 2009 From: carloz at gnumerica.org (carlo beschi) Date: Tue, 14 Apr 2009 08:57:25 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> References: <49DF0CA9.7050004@gnumerica.org> <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Message-ID: <49E433D5.2080605@gnumerica.org> Hi Sreenivas, thank you very much for your comments and observations. I will add for sure something like "internal security" to the list. I'm also going to add a "completely multi-language" point. Possibly the list will grow to 20 points and I will re-publish it then. Thanks also for the translation hints. I will fix the english translation. As per comprehensive vs complex: my intent basically is to say "ok, vtiger CRM it's very user-frienldy, easy to learn, bla bla bla ... but actually if you really want to take full advantage of the sw, there's a number of things you must learn ..." (and this will be even more true with upcoming 5.1 :-)) Stay well, & keep up the great work, Carlo Sreenivas Kanumuru ha scritto: > Carlo, > > your list captures vtiger well. I would add security as one of the key > benefits as well. The multi-level role hierarchy is quite useful for > many organizations. > > Couple of translation corrections: > - hypertestuality - hyperlinks > - it is complex - it is comprehensive (i am assuming your intent is to > capture the broad capabilities in vtiger that can leverage by advanced > users) > > thanks, > Sreenivas > > On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi > wrote: > > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. > Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger > forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From jnaneshwar.bantanur at kavach.net Tue Apr 14 07:56:08 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:26:08 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E479D8.2040403@kavach.net> Hi All I am getting this error on my Home Page... Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1307 Please anybody help on the same. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/3c3efc75/attachment.vcf From jnaneshwar.bantanur at kavach.net Tue Apr 14 07:59:09 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:29:09 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E47A8D.7040802@kavach.net> Another Error ! When I open Dashboard page.I will get this error. Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 Any suggestion is appreciated. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/93ee04ae/attachment.vcf From prasad at vtiger.com Tue Apr 14 08:09:35 2009 From: prasad at vtiger.com (Prasad) Date: Tue, 14 Apr 2009 17:39:35 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E47A8D.7040802@kavach.net> References: <49E47A8D.7040802@kavach.net> Message-ID: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Looks like GD (php extension) is not configured. Regards, Prasad vtiger Team On 4/14/09, Jnaneshwar Bantanur wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/5918459f/attachment.html From jnaneshwar.bantanur at kavach.net Tue Apr 14 08:38:49 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 18:08:49 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Message-ID: <49E483D9.3050000@kavach.net> GD is already configured...! Prasad wrote: > Looks like GD (php extension) is not configured. > > Regards, > Prasad > vtiger Team > > On 4/14/09, *Jnaneshwar Bantanur* > wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/c083a8d7/attachment.vcf From joe at tsolucio.com Tue Apr 14 08:48:28 2009 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 14 Apr 2009 14:48:28 +0200 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E483D9.3050000@kavach.net> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> <49E483D9.3050000@kavach.net> Message-ID: <49E4861C.10804@tsolucio.com> It's missing truetype font support Joe TSolucio Jnaneshwar Bantanur escribi?: > GD is already configured...! > > Prasad wrote: > >> Looks like GD (php extension) is not configured. >> >> Regards, >> Prasad >> vtiger Team >> >> On 4/14/09, *Jnaneshwar Bantanur* > > wrote: >> >> Another Error ! >> >> When I open Dashboard page.I will get this error. >> >> >> Fatal error: Call to undefined function ImageTTFBBox() in >> >> /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 >> >> Any suggestion is appreciated. >> >> Thanks and regards >> Jnani >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> >> ------------------------------------------------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com From amine.fe at gmail.com Wed Apr 15 16:03:58 2009 From: amine.fe at gmail.com (amine f) Date: Wed, 15 Apr 2009 21:03:58 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Message-ID: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: ThomasMathiesen-vTiger.pdf Type: application/pdf Size: 2142285 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment.pdf -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigercrmv5x.pdf Type: application/pdf Size: 3487531 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0001.pdf From k.arun at itecscom.com Thu Apr 16 04:32:50 2009 From: k.arun at itecscom.com (Arun Kumar) Date: Thu, 16 Apr 2009 14:02:50 +0530 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <49E6ED32.7050903@itecscom.com> Hi, Thanks for your help got lot of information.But i will helpful if you sen the PDF in ENGLISH. Thanks, K.Arun astTECS.com amine f wrote: > Hi Bruce, > > I just read your mail and your needs. Vtiger can respnd to 90 % of > your needs without doing a major modifications. You'll find as append > file documentation in pdf format. I advise you this book: > http://www.lulu.com/content/1018014 > > If I can help you, I am here. > > Faithfully > Amine FELLAHI > Sirius NET > Web site: http://www.snet-dz.com > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/85982cb3/attachment.html From jnaneshwar.bantanur at kavach.net Thu Apr 16 06:01:03 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Thu, 16 Apr 2009 15:31:03 +0530 Subject: [Vtigercrm-developers] Error user tries to open unassigned ticket. Message-ID: <49E701DF.1000309@kavach.net> Hi All I have a problem.Whenever a support staff opens a ticket which he has not been assigned.He gets this error screen.Can anybody help me on how to avoid this error. Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1637 Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1649 Thanks and regards Jnani From amine.fe at gmail.com Thu Apr 16 09:02:00 2009 From: amine.fe at gmail.com (amine f) Date: Thu, 16 Apr 2009 14:02:00 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49E6ED32.7050903@itecscom.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> Message-ID: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigerCRMmanualv5.x-512-002-06.pdf Type: application/pdf Size: 4425790 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment.pdf From daud.sweetland at googlemail.com Thu Apr 16 09:17:36 2009 From: daud.sweetland at googlemail.com (Daud Sweetland) Date: Thu, 16 Apr 2009 17:17:36 +0400 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Message-ID: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/4d7461ef/attachment.html From bedouglas at earthlink.net Thu Apr 16 09:44:59 2009 From: bedouglas at earthlink.net (bruce) Date: Thu, 16 Apr 2009 06:44:59 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Message-ID: <8c7d01c9be99$89bc1bd0$0301a8c0@tmesa.com> daud... ????? what file are you referring to... -----Original Message----- From: Daud Sweetland [mailto:daud.sweetland at googlemail.com] Sent: Thursday, April 16, 2009 6:18 AM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: RE: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 From ml at arceva.fr Thu Apr 16 19:15:59 2009 From: ml at arceva.fr (Fusioncore) Date: Fri, 17 Apr 2009 01:15:59 +0200 Subject: [Vtigercrm-developers] Customer portal translation Message-ID: <49E7BC2F.80206@arceva.fr> Hi I found a little problem with the customer portal translation with a svn version download yesterday In MySettings.php,, the language was block to en_us in this line : require_once("language/en_us.lang.php"); You can change it to : require_once("language/$default_language.lang.php"); Regards, Bruno From sebastian.schmitzdorff at hamburgnet.de Sun Apr 19 13:34:47 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Sun, 19 Apr 2009 19:34:47 +0200 Subject: [Vtigercrm-developers] account number in quote module (pdf export) Message-ID: <49EB60B7.7020304@hamburgnet.de> Hi, while playing with 5.1 val1 I noticed the following. When exporting a Quote to PDF it uses the $account_id variable for the account number. I expected it to print the account_no field from the account table instead. I wrote attached patch to add a new $account_no variable. The patch is created using todays svn checkout from http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/. 1.) add function getAccountNumber to include/utils/CommonUtils.php 2.) add $account_no variable include/InventoryPDF.php for invoice, quote and sales order. 3.) replace $account_id with $account_no in modules/Quotes/pdf_templates/header.php kind regards Sebastian -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: accountno.patch Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090419/f4468211/attachment.pl From jnaneshwar.bantanur at kavach.net Tue Apr 21 03:25:01 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 21 Apr 2009 12:55:01 +0530 Subject: [Vtigercrm-developers] Eventum, Vtiger CRM and GLPI(Asset Tracker Tool) Integration. Message-ID: <49ED74CD.3060609@kavach.net> Hi Anybody tried to integrate Eventum,Vtigercrm and GLPI.If yes Please help me on the same. Regards Jnani From prasanth at aarthikaindia.com Tue Apr 21 09:07:22 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 21 Apr 2009 18:37:22 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed Message-ID: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/bf1c4311/attachment.html From brett.hooker at roarz.com Tue Apr 21 11:38:11 2009 From: brett.hooker at roarz.com (Brett Hooker) Date: Wed, 22 Apr 2009 01:38:11 +1000 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Message-ID: <49EDE863.9050204@roarz.com> Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasanth wrote: > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I > need to get sales details of each dealer. Sales order needs to > generate upon a sale , there is no purchase order or quotes . Whether > these kind of shopping cart implementation is supported by Vtiger. If > there is any extension or support available for this pls send the > details. If its still available in the vtiger crm, pls tell how it can > be implemented > > Regards, > Prasanth > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment.png From prasanth at aarthikaindia.com Wed Apr 22 09:43:09 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Wed, 22 Apr 2009 19:13:09 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <026701c9c350$47a0a480$3000a8c0@rainconcertdomain.com> Hi Brett, Thank you very much for valuable information. It works great. Regards, Prasanth D ----- Original Message ----- From: Brett Hooker To: vtigercrm-developers at lists.vtigercrm.com Sent: Tuesday, April 21, 2009 9:08 PM Subject: Re: [Vtigercrm-developers] CRM - Help Needed Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre: Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre: Level 9, 12-13 Marine Parade Southport Qld 4215 ROARZ will help you get your website up to date and keep it that way. Prasanth wrote: Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth ---------------------------------------------------------------------------- _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com ------------------------------------------------------------------------------ _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment.jpe -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0002.png From bedouglas at earthlink.net Wed Apr 22 10:17:13 2009 From: bedouglas at earthlink.net (bruce) Date: Wed, 22 Apr 2009 07:17:13 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <9fef01c9c355$08ee4800$0301a8c0@tmesa.com> Hi Amine (and anyone else!). I've looked over the user/dev docs.. i've looked at ripping apart the app. i could do it if i had the time. unfortunately, i've got 15 other apps that need my time as well. i'm looking to rip out a bunch of functionality (sub menus) as well as to add additional functionality. in order to keep the app as clean as possible, removing excess code is probably better, than simply setting a var somewhere that 'hides' the functionality. The key functionality tha ti need to implement, that as far as i can tell vTiger doesn't have, is the ability to allow a user to select/be assigned potentia leads/contacts from a list of contacts. I then want to allow the user, to have their own section of the app, where they get to work on the list of leads/contacts that they're responsible for. Using vTiger's approach of access rights/permissions allows for sharing of contacts/leads between users/groups/teams which is also required. here's an overview of my future setup: i have a group of colleges each college has a group of depts, which have classes each class has a faculty/prof so this gets me a list of faculty. i want the modified vTiger, to allow the user to select a college, dept, to then be able to select the faculty from the list of courses/faculty for the dept. this requires a separate menu/page within the vTiger horizontal nav bar. i also want to allow the user to then be able to work on the list of leads/contacts (faculty) within their own workspace. to some extent, this will be analogous to the display area for the lead/contact under the marketing tab. i also want to restrict the user to only work on the leads/contacts/faculty that are assigned to the user. there will also be a number of additional reports/data to be generated/displayed, but that's not a critical issue.. so... i need someone who can help me figure out the best way to get to where i can have this up/running, and interface with the other apps i'm working on... thanks -bruce -----Original Message----- From: amine f [mailto:amine.fe at gmail.com] Sent: Wednesday, April 15, 2009 1:04 PM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com From prasad at vtiger.com Wed Apr 22 10:51:45 2009 From: prasad at vtiger.com (Prasad) Date: Wed, 22 Apr 2009 20:21:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.1.0 - 2nd validation build Message-ID: <39d18b250904220751j36f8dd68k6a6c1bde16df6840@mail.gmail.com> Dear members, vtiger CRM 5.1.0 - 2nd validation build is now available. http://www.vtiger.com/blogs/2009/04/22/vtiger-crm-510-2nd-validation-build/ We encourage community members to share hands for validating the product and report issues at http://trac.vtiger.com Please do not use the 5.1 validation build on your production server. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/d6c28a62/attachment.html From ben.molloy at pro-vigil.com Thu Apr 23 13:37:41 2009 From: ben.molloy at pro-vigil.com (Ben Molloy) Date: Thu, 23 Apr 2009 12:37:41 -0500 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <49EDE863.9050204@roarz.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <8abf78790904231037k7286bf06vf67ea9fe8c8d55e2@mail.gmail.com> Brett, Do you guys do this type of integration for Magento as well? Regards, Ben Molloy | VP - Business Growth & Development Pro-Vigil, Inc. | www.pro-vigil.com E-mail: ben.molloy at pro-vigil.com (preferred method of contact) Toll Free: 866.616.1318 Direct: 210.858.1115 Fax: 866.616.1319 ......................................................................... Pro-Vigil: Providing Proactive Protection See the NEW Scarecrow VGS! http://www.youtube.com/watch?v=FdenXZ1B2j8 ......................................................................... ***Security Notice*** This email/facsimile message is the property of Pro-Vigil, Inc., and is intended only for the recipient(s) named above and may contain information that is privileged and exempt from disclosure under applicable law. If you are not the intended recipient, please delete all copies of this e-mail/facsimile and notify the sender. On Tue, Apr 21, 2009 at 10:38 AM, Brett Hooker wrote: > Prasanth, > > We do this on a business by business basis, usually with Joomla extensions > like VirtueMart. > > There isn't any pre-built integrations for you to tap into within vTiger, > but all of the framework elements are there for you to implement your own. > > We've used both the SOAP APIs and the PHP APIs to do this work, choice > being based on whether the CRM is remote (use SOAP) or in the same install > (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick > to the SOAP APIs. > > We usually follow one of these two models: > > 1) Just-in-Time (JIT) integration: When the order is raised in the shopping > cart, push customer, product, order header, and order line detail to > vTiger. In a "complete" implementation, we will create a Closed Won > Potential, a Sales Order (linked to the Potential), and an Invoice (linked > to the Sales Order) all against an Account based on the user in the shopping > cart that raised the order. We'll also create both an Account and a Contact > for the customer. In consumer sales environments, when you don't have a > Company name for the Account, we just use the customers full name as the > Account Name. In this model, we only push across the Products that are > included on the order at the time the order is raised. That way, you don't > need to synchronise or maintain the full product database in vTiger, you > just populate it as you need to. The reason we include the Closed Won > Potential in the integration, as that auto-populates the vTiger Dashboard > with high level sales data based on the orders being placed through the > shopping cart. That is like virtual-gold to managers; being able to just > watch the vTiger dashboard and see the orders stacking up. > > 2) Real-Time (RT) integration: Hook into shopping cart code base to push > product updates to vTiger real time. Hook into the user admin system to > push customer/user updates to vTiger real time (for both Accounts and > Contacts). Then, at the time the orders are raised in the shopping cart, we > only need to push through the order header and order lines. We'd still do a > Closed Won Potential, Sales Order, and Invoice to ensure all of the sales > and accounting entities are created in vTiger. > > Sorry that this doesn't deal with Early Impact specifically, but hopefully > sharing our approach helps. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasanth wrote: > > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to > get sales details of each dealer. Sales order needs to generate upon a sale > , there is no purchase order or quotes . Whether these kind of shopping cart > implementation is supported by Vtiger. If there is any extension or support > available for this pls send the details. If its still available in the > vtiger crm, pls tell how it can be implemented > > Regards, > Prasanth > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0002.png -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment.jpe From stephen at efronteras.com Fri Apr 24 11:31:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 11:31:34 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table Message-ID: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Can someone point me in the right direction. I want to add a date field to the product records for quotes/invoices. I know how to add a regular custom field. I'm a little unsure about this though. Any advise would be greatly appreciated. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen -------------- next part -------------- A non-text attachment was scrubbed... Name: products.jpg Type: image/jpeg Size: 31801 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090424/9f278652/attachment.jpg From stephen at efronteras.com Fri Apr 24 17:33:23 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 17:33:23 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Message-ID: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Ok I finally found the table "vtiger_inventoryproductrel" this table seems like it is used in a lot of places throughout the system. Does anyone have an experience with this? I may just re-purpose the comments field using it to store the date. Thoughts, comments? -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack wrote: > Can someone point me in the right direction. ?I want to add a date > field to the product records for quotes/invoices. ?I know how to add a > regular custom field. ?I'm a little unsure about this though. > > Any advise would be greatly appreciated. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From prasad at vtiger.com Sat Apr 25 02:07:17 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 25 Apr 2009 11:37:17 +0530 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Message-ID: <39d18b250904242307h77c70795m57d8409d83fd58f5@mail.gmail.com> Stephen, The line-item (product) details are stored in vtiger_inventoryproductrel that is added to Quotes, SO, PO, Invocie. Regards, Prasad vtiger Team On 4/25/09, Stephen Mack wrote: > > Ok I finally found the table "vtiger_inventoryproductrel" this table > seems like it is used in a lot of places throughout the system. Does > anyone have an experience with this? I may just re-purpose the > comments field using it to store the date. > > Thoughts, comments? > > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > > On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack > wrote: > > Can someone point me in the right direction. I want to add a date > > field to the product records for quotes/invoices. I know how to add a > > regular custom field. I'm a little unsure about this though. > > > > Any advise would be greatly appreciated. > > > > -- Stephen Mack > > Gerente de Ventas y Marketing > > Escuela Fronteras > > www.eFronteras.com > > skype: eFronteras.Stephen > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090425/ab36f9ea/attachment.html From db at klopfer.com Mon Apr 27 05:35:17 2009 From: db at klopfer.com (=?UTF-8?Q?Daniel=20B=C3=B6hmer?=) Date: Mon, 27 Apr 2009 11:35:17 +0200 Subject: [Vtigercrm-developers] Fwd: Getting vtiger working with our company / development possible Message-ID: <49F59875020000280000179F@archiv.klopfer-gmbh.de> Hello everyone, last Friday I sent a message to this mailing list but obviously the subscribtion failed and now I received a message saying my mail is held until a moderator accepts it. In the meantime I have succeded the subscription process and post the message again. The old post has been canceled. Kind regards Daniel B?hmer -------------- next part -------------- An embedded message was scrubbed... From: "=?UTF-8?Q?Daniel=20B=C3=B6hmer?=" Subject: Fwd: Getting vtiger working with our company / development possible Date: Fri, 24 Apr 2009 15:13:22 +0200 Size: 3517 Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090427/45051bca/attachment.mht From bedouglas at earthlink.net Mon Apr 27 13:07:13 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 27 Apr 2009 10:07:13 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From prasanth at aarthikaindia.com Tue Apr 28 09:04:33 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 28 Apr 2009 18:34:33 +0530 Subject: [Vtigercrm-developers] Help Needed Message-ID: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Hi All I need to insert the product details from shopping cart to CRM. I have inserted values to vtiger_crmentity, vtiger_products, vtiger_productcf tables. But while creating an invoice the newly added product name is not coming in the pop up window for selecting the products. Is there any table need to be updated for this Pls help. Regards, Prasanth D -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/b0dc1bfc/attachment.html From bedouglas at earthlink.net Tue Apr 28 09:18:48 2009 From: bedouglas at earthlink.net (bruce) Date: Tue, 28 Apr 2009 06:18:48 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From dfar2008 at gmail.com Tue Apr 28 09:19:39 2009 From: dfar2008 at gmail.com (ding jianting) Date: Tue, 28 Apr 2009 21:19:39 +0800 Subject: [Vtigercrm-developers] Help Needed In-Reply-To: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> References: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Message-ID: Hi, Pls execute sql : "SELECT vtiger_crmentity.crmid, vtiger_crmentity.description, vtiger_products.*, vtiger_productcf.* FROM vtiger_products INNER JOIN vtiger_crmentity ON vtiger_crmentity.crmid = vtiger_products.productid INNER JOIN vtiger_productcf ON vtiger_products.productid = vtiger_productcf.productid LEFT JOIN vtiger_vendor ON vtiger_vendor.vendorid = vtiger_products.vendor_id LEFT JOIN vtiger_users ON vtiger_users.id = vtiger_products.handler" and check product records from shopping cart. On Tue, Apr 28, 2009 at 9:04 PM, Prasanth wrote: > Hi All > > I need to insert the product details from shopping cart to CRM. I have > inserted values to > vtiger_crmentity > , > vtiger_products > , > vtiger_productcf > tables. > But while creating an invoice the newly added product name is not coming in > the pop up window for selecting the products. > Is there any table need to be updated for this > Pls help. > > Regards, > Prasanth D > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- ________________________________________ ????CRM ?? ???????????????631????? ???021-64876448 ??:021-64876441 ???(0)13701696656 Email:dfar2008 at gmail.com ----------------------------------------------------------------------- -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/8c114402/attachment.html From stephen at efronteras.com Wed Apr 29 11:15:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:15:34 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" Message-ID: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> It seems like I should have figured this out already... :( I would like to use the "Modify Time" from a quote on the PDF. I can't find where the "Create time" & "Modify time" are stored for a quote. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen From stephen at efronteras.com Wed Apr 29 11:33:37 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:33:37 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Hummm... can someone confirm that this is the information is correct. I think it is... SELECT * FROM `vtiger_quotes` LEFT JOIN `vtiger_crmentity` ON `quoteid` = `crmid` WHERE 1 -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. ?I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From sebastian.schmitzdorff at hamburgnet.de Wed Apr 29 11:35:20 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Wed, 29 Apr 2009 17:35:20 +0200 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <49F873B8.4090200@hamburgnet.de> Stephen, I was wondering the same thing. I've been searching in the database table and the php code for over an hor and couldn't find it. Anyone else here that can give us a hint here? cheers sebastian Stephen Mack schrieb: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sebastian Schmitzdorff Managing Director Hamburgnet Kottwitzstrasse 49 D-20253 Hamburg fon: +49 40 736 72-322 fax: +49 40 736 72-321 Ust-IdNr. DE256504490 http://www.hamburgnet.de From stephen at efronteras.com Wed Apr 29 11:52:02 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:52:02 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Message-ID: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Hi everyone and Sebastian, Ok I also found out that the function... retrieve_entity_info($_REQUEST['record'],"Quotes"); ...also retrieves the information. It's accessible in the column_fields variable. $modified_date = $focus->column_fields["modifiedtime"]; -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: > Hummm... can someone confirm that this is the information is correct. > I think it is... > > SELECT * > FROM ?`vtiger_quotes` > LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` > WHERE 1 > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >> It seems like I should have figured this out already... :( >> >> I would like to use the "Modify Time" from a quote on the PDF. ?I >> can't find where the "Create time" & "Modify time" are stored for a >> quote. >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> > From stephen at efronteras.com Wed Apr 29 12:39:41 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 12:39:41 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Message-ID: <10701a710904290939o51090f37pebe40e5560b10162@mail.gmail.com> Just to close the loop, here is everything 1) Call the built-in function in data\CRMEntity.php retrieve_entity_info($_REQUEST['record'],"Quotes") 2) The information is now stored in the variable $column_fields $focus->column_fields["modifiedtime"] 3) Format the output. You need to convert the string to an integer and format it as you like. date("d M Y", strtotime($focus->column_fields["modifiedtime"])) If I'm wrong someone can correct me please. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:52 AM, Stephen Mack wrote: > Hi everyone and Sebastian, > > Ok I also found out that the function... > retrieve_entity_info($_REQUEST['record'],"Quotes"); > > ...also retrieves the information. ?It's accessible in the > column_fields variable. > > $modified_date = $focus->column_fields["modifiedtime"]; > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: >> Hummm... can someone confirm that this is the information is correct. >> I think it is... >> >> SELECT * >> FROM ?`vtiger_quotes` >> LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` >> WHERE 1 >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> >> >> >> On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >>> It seems like I should have figured this out already... :( >>> >>> I would like to use the "Modify Time" from a quote on the PDF. ?I >>> can't find where the "Create time" & "Modify time" are stored for a >>> quote. >>> >>> -- Stephen Mack >>> Gerente de Ventas y Marketing >>> Escuela Fronteras >>> www.eFronteras.com >>> skype: eFronteras.Stephen >>> >> > From ml at arceva.fr Wed Apr 29 18:46:57 2009 From: ml at arceva.fr (Fusioncore) Date: Thu, 30 Apr 2009 00:46:57 +0200 Subject: [Vtigercrm-developers] customer portal enhancement Message-ID: <49F8D8E1.5040409@arceva.fr> Hi I work on the 510 val2 customer portal. I add some file to export sales order in customer portal but I don't know where I can add a label in the tabs It will be dynamic but I don't have any result on my search Can anyone will help me ? Thanks, Bruno From ml at arceva.fr Thu Apr 30 10:39:36 2009 From: ml at arceva.fr (fusioncore) Date: Thu, 30 Apr 2009 16:39:36 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F8D8E1.5040409@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> Message-ID: <49F9B828.7050001@arceva.fr> Hi Nobody can help me ? Thanks, Bruno Fusioncore a ?crit : > Hi > I work on the 510 val2 customer portal. I add some file to export sales > order in customer portal but I don't know where I can add a label in the > tabs > It will be dynamic but I don't have any result on my search > Can anyone will help me ? > > Thanks, > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From akos.palfi at gmail.com Thu Apr 30 15:04:33 2009 From: akos.palfi at gmail.com (=?ISO-8859-1?Q?=C1kos_P=E1lfi?=) Date: Thu, 30 Apr 2009 21:04:33 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F9B828.7050001@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> <49F9B828.7050001@arceva.fr> Message-ID: <1a693caf0904301204s35d5ef43hc679fe8453d1c050@mail.gmail.com> Hello, It's in Smarty->templates->Inventory->InventoryActions.tpl. Hope it helps. Regards, Akos Palfi 2009/4/30 fusioncore > Hi > Nobody can help me ? > > Thanks, > Bruno > > Fusioncore a ?crit : > > Hi > > I work on the 510 val2 customer portal. I add some file to export sales > > order in customer portal but I don't know where I can add a label in the > > tabs > > It will be dynamic but I don't have any result on my search > > Can anyone will help me ? > > > > Thanks, > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090430/cd8ed761/attachment.html From lists at joefleming.net Thu Apr 9 13:46:28 2009 From: lists at joefleming.net (Joe) Date: Thu, 09 Apr 2009 10:46:28 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data Message-ID: <49DE3474.6090407@joefleming.net> Hey all, I just started using vTiger and I'm overall pretty impressed with the package. Of course, it's not perfectly suited for my needs out of the box so I needed to add some of my own code to it. One of the things we need to do is import clients who have placed orders through our website as Contacts. I've been using the SOAP interface to handle the email optout stuff so I thought I'd also use it to create these new Contacts. Everything works fine, except for custom field values. I have a custom field, which is a checkbox named "Agent", that needs to be checked if the client is indeed an agent. The problem is, I can't seem to pass the value with $focus->column_fields['agent'] as I expected. I CAN, however, look up the custom field column name (cf_535 in this case) and assign it with $focus->column_fields['cf_535']. This isn't ideal because I'm using the same code in a test environment (or several, actually) that have different cf ids for the same fields (cf_535 on this machine, cf_463 on anther, cf_398 on another, etc). Is there a way I can set the value by calling it by name (agent) instead of by it's custom field name (cf_535)? For the record, I'm currently using the first test build of 5.1.0. Any help is appreciated! Also, what is the preferred resource for learning how to use the different module classes? I've just been figuring it out by looking at existing code, which is kind of a slow way to learn... -Joe From amine.fe at gmail.com Fri Apr 10 04:31:13 2009 From: amine.fe at gmail.com (amine f) Date: Fri, 10 Apr 2009 09:31:13 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DE3474.6090407@joefleming.net> References: <49DE3474.6090407@joefleming.net> Message-ID: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Hi Joe, Why you don't try to modiy the filed name from MySql by using PhpMyadmin. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/f630f4e8/attachment-0001.html From carloz at gnumerica.org Fri Apr 10 05:08:57 2009 From: carloz at gnumerica.org (carlo beschi) Date: Fri, 10 Apr 2009 11:08:57 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM Message-ID: <49DF0CA9.7050004@gnumerica.org> Hi all, based on my personal experience as a vtiger CRM user, consultant and developer, I've written this small text. Any feedback is appreciated. It's been originally posted on our company's blog, here: http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ Thank you Flavia for translating it in English. Carlo Beschi (aka carloz) --------- 15 things to know about vtiger CRM ? It is a software. Therefore, it is a tool. It supports human intelligence but it can not replace it. ? It is opensource. Software's source code is available and any user can read, re-use, modify it ? it is provided under Vtiger Public License (an open source license which comes from Mozilla Public License). ? It is free. The official and full version of the software can be freely downloaded from vtiger.com website. Microsoft Office, Microsoft Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. Additional modules, plug-in and bridges to other platforms are freely provided by commmunity developers on a dedicated web portal (vtiger forge). ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, a database and a programming language which are recognized as international standard. This kind of choice offers a solid and shared development basis and makes vtiger CRM completely multi platform (vtiger server can run both on Linux, Windows and Machintosh OS). ? It is client/server. It is possible to have a great number of clients for each server installation. ? It is web-based. It allows working easily on a shared platform, without the need to install anything on the workstations. People can access it as it were a web site, using Mozilla Firefox, Internet Explorer or any other browser. Moreover, vtiger CRM takes full advantage of the power of the hypertestuality (I.e. links between pages and entities). ? It is multi-user. Actually, users can be unlimited. There are no ties either technical or linked to the license. Users can be one, ten or hundred: each one with his username and password, and assigned to a role and profile. It is possible to define access rules, which are specific for any system entity. ? It is modular. The software provides 20 base modules ? Leads, Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just some of them. Each module can be fully customized. It is possible to disable modules which user is not interested in and install new additional modules. ? It is flexible. There are no many software on the market as easy to re-design as vtiger CRM. Users can manage it accordingly to their own needs. Most of changes and customizations (I.e. creation of new fields, filters and custom reports) can be made directly through web interface, by accessing the system with administrator privileges. ? It is beautiful. It is a really user friendly system; it is easy to use, with a familiar and pleasant interface. ? It is complete. It is an operational, collaborative and (quite) analytical CRM system. Modules and functionalities cover the entire sell cycle from the leads acquisition to the post-selling customer support. ? It is easy to learn. A user who normally deals with a computer could learn how to navigate among the modules and functionalities of the CRM in just two hours. After one or two weeks he/she deals with it, he/she can feel?at home! ? It is complex. The basic functionalities allow users to manage the main CRM activities they could need. Anyway, it is just by learning how to use advanced functions that we can take advantage of the full potentials of the tool. ? It is reliable. Thousands of installations in production environments all over the world. A development team consisting of 20 coders. A network of official partners in all the main countries. Hundreds of developers which work constantly every day in the international community. This means: extended and accurate tests on the product, and capability to intervene in order to correct bugs and eventual problems almost in real time. ? It is not perfect. Although it is beautiful, reliable and complete, vtiger CRM is not the perfect software, even if it is developing quickly and it is improving itself every day. Code cleaning and documentation are the most important things to arrange as soon as possible. From ml at arceva.fr Fri Apr 10 06:12:41 2009 From: ml at arceva.fr (fusioncore) Date: Fri, 10 Apr 2009 12:12:41 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 Message-ID: <49DF1B99.1070308@arceva.fr> Hi all After many test, I have the same problem on 2 different server of vtiger 510 I download last svn version but the problem is always present. My problem : When I create or edit a contact and check the box for the customer portal, the contact don't receive the email with login and password. The webmail work without problems but I have same problem with the pdf emailing on quotes, invoice. When I use the button send pdf by mail, the contact don't receive email but the admin receive the copy Does anyone have an idea ? I look on the trac and forum and I don't have more information If anyone want access to the server to have a look, contact me Regards, Bruno From svk at vtiger.com Fri Apr 10 13:44:40 2009 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 10 Apr 2009 10:44:40 -0700 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <49DF0CA9.7050004@gnumerica.org> References: <49DF0CA9.7050004@gnumerica.org> Message-ID: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Carlo, your list captures vtiger well. I would add security as one of the key benefits as well. The multi-level role hierarchy is quite useful for many organizations. Couple of translation corrections: - hypertestuality - hyperlinks - it is complex - it is comprehensive (i am assuming your intent is to capture the broad capabilities in vtiger that can leverage by advanced users) thanks, Sreenivas On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi wrote: > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/a30e5f26/attachment-0001.html From joe at tsolucio.com Fri Apr 10 13:45:54 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 19:45:54 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF1B99.1070308@arceva.fr> References: <49DF1B99.1070308@arceva.fr> Message-ID: <49DF85D2.1050008@tsolucio.com> Hi Bruno, I just tested on the latest svn of 5.1 and CP with no problem in either case. I have also tested this a few times in the last two months with no problem. Maybe spam control on the user email you are testing with? Joe TSolucio fusioncore escribi?: > Hi all > > After many test, I have the same problem on 2 different server of vtiger 510 > I download last svn version but the problem is always present. > My problem : > When I create or edit a contact and check the box for the customer > portal, the contact don't receive the email with login and password. > The webmail work without problems but I have same problem with the pdf > emailing on quotes, invoice. > When I use the button send pdf by mail, the contact don't receive email > but the admin receive the copy > > Does anyone have an idea ? I look on the trac and forum and I don't have > more information > > If anyone want access to the server to have a look, contact me > > Regards, > > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From lists at joefleming.net Fri Apr 10 14:13:55 2009 From: lists at joefleming.net (Joe) Date: Fri, 10 Apr 2009 11:13:55 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Message-ID: <49DF8C63.70509@joefleming.net> How so? What I'm trying to do is run a daily, automated script that will take the contact info from people who place orders on our website and import it into vtiger as Contacts. I'm not doing this by hand, it would take WAY too long and cost way too much money to do it that way. I can modify the fields by hand, sure, but I'm not really sure what you mean in your response. -Joe amine f wrote: > Hi Joe, > > Why you don't try to modiy the filed name from MySql by using PhpMyadmin. > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Fri Apr 10 15:34:11 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 11 Apr 2009 01:04:11 +0530 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF85D2.1050008@tsolucio.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> Message-ID: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Joe, Wanted to keep you posted with some observation I made on Bruno server. Looks like the SMTP Outgoing server is failing to send mail to other domains! Suspecting the issue with SMTP configuration. Any Regards, Prasad On 4/10/09, Joe Bordes wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in either > case. I have also tested this a few times in the last two months with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server of vtiger > 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/bc5ba2cb/attachment-0001.html From joe at tsolucio.com Fri Apr 10 15:52:30 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 21:52:30 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Message-ID: <49DFA37E.5070506@tsolucio.com> It looked like something in that line. Thanks for the info Joe TSolucio Prasad escribi?: > Joe, > > Wanted to keep you posted with some observation I made on Bruno server. > > Looks like the SMTP Outgoing server is failing to send mail to other > domains! > > Suspecting the issue with SMTP configuration. Any > > Regards, > Prasad > > On 4/10/09, *Joe Bordes* > > wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in > either > case. I have also tested this a few times in the last two months > with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server > of vtiger 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with > the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't > receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I > don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/0669bcf4/attachment-0001.html From amine.fe at gmail.com Sat Apr 11 04:33:08 2009 From: amine.fe at gmail.com (amine f) Date: Sat, 11 Apr 2009 09:33:08 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DF8C63.70509@joefleming.net> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> <49DF8C63.70509@joefleming.net> Message-ID: <74faab6a0904110133p254c76f1ge5012d4c1db8c215@mail.gmail.com> Hi Joe, Have you tried to modify a custom field name from cf_... to Agent as exemple in the data base field name? Amine http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/5233af93/attachment-0001.html From bedouglas at earthlink.net Mon Apr 13 02:40:12 2009 From: bedouglas at earthlink.net (bruce) Date: Sun, 12 Apr 2009 23:40:12 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods Message-ID: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Hi... Got a project, where I'm going to need to have a CRM app (vtiger) have functionality to be used for a direct sales kind of model. Basically, I envision having a number of people who will act as local sales resources in different parts of the cocuntry. I'm going to need some way of managing them, as well as their contacts, throughout the sales cycle... Vtiger appears to be somewhat useful, but it's going to need mods.... I'm looking to talk to someone who's maed changes/mods to Vtiger so I can discuss what I have in mind... There might be some cash, but nowhere near enough to make this a real gig... So, if you have the chops/skills, let's talk. Thanks From amine.fe at gmail.com Mon Apr 13 13:23:25 2009 From: amine.fe at gmail.com (amine f) Date: Mon, 13 Apr 2009 19:23:25 +0200 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods In-Reply-To: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> References: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Message-ID: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From bedouglas at earthlink.net Mon Apr 13 14:11:11 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 13 Apr 2009 11:11:11 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Message-ID: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Hi Amine, This is for a small project that I'm working on. Actually, it's a part of a much larger project, involved with creating a web crawler for college sites. Given that this is kind of a garage project, there's a limited (small) budget. So it's not really suited for you if you're looking for a real paying gig. In other words, this isn't a fulltime gig, where you're going to make $20.00/hr!! I'm actually looking for somebody who has vTiger skills, who might want to make a small amount of cash, as well as be part of this project. If this interests you, get back to me. Here's what I'm looking to be able to accomplish:: Basically, I need the ability to have vTiger allow me to have an app that manages a direct sales force. -The sales team is spread out over different areas -Each sales group is responsible for its own territory/area -Each sales team talks to two kinds of customers: university profs, and local businesses -The app needs to keep track of the sales team, and their relationship with each kind of customer -The app needs to have the ability to import the university profs from an external source, on a continual basis -The app needs to have new/mods created for selecting the profs by the sales guy I want to have a sales guy signup I want to have the sales guy verified/authorized by a team lead I want to have the sales guy, signup to handle different university faculty/profs I want the sales guy to be able to track the conversation/ actions that he has with the prof -Actions could be:: -initial conversation (result) -secondary conversation (result) -faculty agrees to perform action (yes/no) -etc.. Tracking of the actions/results by the sales guy for each prof has to be captured/maintained in the db/tbls I want to be able to restrict the user from accessing data that he's not responsible for I want to have a multi-level access rights/permission structure regarding the sales guy, the team mgr, etc.. I want/need to have additional page/displays added to the app I need to have additional tbls added for this I need to have tools/processes added to continually refresh the faculty/prof data... If you're interested, let's talk. But like I said, this is more of a short term project, that supports a much larger project. If you're interested in talking about the bigger picture, then lets talk. -Bruce bedouglas at earthlink.net 925-249-1844 ----------------------------------------------------------------- -----Original Message----- From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com]On Behalf Of amine f Sent: Monday, April 13, 2009 10:23 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From carloz at gnumerica.org Tue Apr 14 02:57:25 2009 From: carloz at gnumerica.org (carlo beschi) Date: Tue, 14 Apr 2009 08:57:25 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> References: <49DF0CA9.7050004@gnumerica.org> <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Message-ID: <49E433D5.2080605@gnumerica.org> Hi Sreenivas, thank you very much for your comments and observations. I will add for sure something like "internal security" to the list. I'm also going to add a "completely multi-language" point. Possibly the list will grow to 20 points and I will re-publish it then. Thanks also for the translation hints. I will fix the english translation. As per comprehensive vs complex: my intent basically is to say "ok, vtiger CRM it's very user-frienldy, easy to learn, bla bla bla ... but actually if you really want to take full advantage of the sw, there's a number of things you must learn ..." (and this will be even more true with upcoming 5.1 :-)) Stay well, & keep up the great work, Carlo Sreenivas Kanumuru ha scritto: > Carlo, > > your list captures vtiger well. I would add security as one of the key > benefits as well. The multi-level role hierarchy is quite useful for > many organizations. > > Couple of translation corrections: > - hypertestuality - hyperlinks > - it is complex - it is comprehensive (i am assuming your intent is to > capture the broad capabilities in vtiger that can leverage by advanced > users) > > thanks, > Sreenivas > > On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi > wrote: > > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. > Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger > forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From jnaneshwar.bantanur at kavach.net Tue Apr 14 07:56:08 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:26:08 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E479D8.2040403@kavach.net> Hi All I am getting this error on my Home Page... Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1307 Please anybody help on the same. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/3c3efc75/attachment-0001.vcf From jnaneshwar.bantanur at kavach.net Tue Apr 14 07:59:09 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:29:09 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E47A8D.7040802@kavach.net> Another Error ! When I open Dashboard page.I will get this error. Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 Any suggestion is appreciated. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/93ee04ae/attachment-0001.vcf From prasad at vtiger.com Tue Apr 14 08:09:35 2009 From: prasad at vtiger.com (Prasad) Date: Tue, 14 Apr 2009 17:39:35 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E47A8D.7040802@kavach.net> References: <49E47A8D.7040802@kavach.net> Message-ID: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Looks like GD (php extension) is not configured. Regards, Prasad vtiger Team On 4/14/09, Jnaneshwar Bantanur wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/5918459f/attachment-0001.html From jnaneshwar.bantanur at kavach.net Tue Apr 14 08:38:49 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 18:08:49 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Message-ID: <49E483D9.3050000@kavach.net> GD is already configured...! Prasad wrote: > Looks like GD (php extension) is not configured. > > Regards, > Prasad > vtiger Team > > On 4/14/09, *Jnaneshwar Bantanur* > wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/c083a8d7/attachment-0001.vcf From joe at tsolucio.com Tue Apr 14 08:48:28 2009 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 14 Apr 2009 14:48:28 +0200 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E483D9.3050000@kavach.net> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> <49E483D9.3050000@kavach.net> Message-ID: <49E4861C.10804@tsolucio.com> It's missing truetype font support Joe TSolucio Jnaneshwar Bantanur escribi?: > GD is already configured...! > > Prasad wrote: > >> Looks like GD (php extension) is not configured. >> >> Regards, >> Prasad >> vtiger Team >> >> On 4/14/09, *Jnaneshwar Bantanur* > > wrote: >> >> Another Error ! >> >> When I open Dashboard page.I will get this error. >> >> >> Fatal error: Call to undefined function ImageTTFBBox() in >> >> /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 >> >> Any suggestion is appreciated. >> >> Thanks and regards >> Jnani >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> >> ------------------------------------------------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com From amine.fe at gmail.com Wed Apr 15 16:03:58 2009 From: amine.fe at gmail.com (amine f) Date: Wed, 15 Apr 2009 21:03:58 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Message-ID: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: ThomasMathiesen-vTiger.pdf Type: application/pdf Size: 2142285 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0002.pdf -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigercrmv5x.pdf Type: application/pdf Size: 3487531 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0003.pdf From k.arun at itecscom.com Thu Apr 16 04:32:50 2009 From: k.arun at itecscom.com (Arun Kumar) Date: Thu, 16 Apr 2009 14:02:50 +0530 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <49E6ED32.7050903@itecscom.com> Hi, Thanks for your help got lot of information.But i will helpful if you sen the PDF in ENGLISH. Thanks, K.Arun astTECS.com amine f wrote: > Hi Bruce, > > I just read your mail and your needs. Vtiger can respnd to 90 % of > your needs without doing a major modifications. You'll find as append > file documentation in pdf format. I advise you this book: > http://www.lulu.com/content/1018014 > > If I can help you, I am here. > > Faithfully > Amine FELLAHI > Sirius NET > Web site: http://www.snet-dz.com > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/85982cb3/attachment-0001.html From jnaneshwar.bantanur at kavach.net Thu Apr 16 06:01:03 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Thu, 16 Apr 2009 15:31:03 +0530 Subject: [Vtigercrm-developers] Error user tries to open unassigned ticket. Message-ID: <49E701DF.1000309@kavach.net> Hi All I have a problem.Whenever a support staff opens a ticket which he has not been assigned.He gets this error screen.Can anybody help me on how to avoid this error. Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1637 Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1649 Thanks and regards Jnani From amine.fe at gmail.com Thu Apr 16 09:02:00 2009 From: amine.fe at gmail.com (amine f) Date: Thu, 16 Apr 2009 14:02:00 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49E6ED32.7050903@itecscom.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> Message-ID: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigerCRMmanualv5.x-512-002-06.pdf Type: application/pdf Size: 4425790 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0001.pdf From daud.sweetland at googlemail.com Thu Apr 16 09:17:36 2009 From: daud.sweetland at googlemail.com (Daud Sweetland) Date: Thu, 16 Apr 2009 17:17:36 +0400 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Message-ID: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/4d7461ef/attachment-0001.html From bedouglas at earthlink.net Thu Apr 16 09:44:59 2009 From: bedouglas at earthlink.net (bruce) Date: Thu, 16 Apr 2009 06:44:59 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Message-ID: <8c7d01c9be99$89bc1bd0$0301a8c0@tmesa.com> daud... ????? what file are you referring to... -----Original Message----- From: Daud Sweetland [mailto:daud.sweetland at googlemail.com] Sent: Thursday, April 16, 2009 6:18 AM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: RE: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 From ml at arceva.fr Thu Apr 16 19:15:59 2009 From: ml at arceva.fr (Fusioncore) Date: Fri, 17 Apr 2009 01:15:59 +0200 Subject: [Vtigercrm-developers] Customer portal translation Message-ID: <49E7BC2F.80206@arceva.fr> Hi I found a little problem with the customer portal translation with a svn version download yesterday In MySettings.php,, the language was block to en_us in this line : require_once("language/en_us.lang.php"); You can change it to : require_once("language/$default_language.lang.php"); Regards, Bruno From sebastian.schmitzdorff at hamburgnet.de Sun Apr 19 13:34:47 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Sun, 19 Apr 2009 19:34:47 +0200 Subject: [Vtigercrm-developers] account number in quote module (pdf export) Message-ID: <49EB60B7.7020304@hamburgnet.de> Hi, while playing with 5.1 val1 I noticed the following. When exporting a Quote to PDF it uses the $account_id variable for the account number. I expected it to print the account_no field from the account table instead. I wrote attached patch to add a new $account_no variable. The patch is created using todays svn checkout from http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/. 1.) add function getAccountNumber to include/utils/CommonUtils.php 2.) add $account_no variable include/InventoryPDF.php for invoice, quote and sales order. 3.) replace $account_id with $account_no in modules/Quotes/pdf_templates/header.php kind regards Sebastian -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: accountno.patch Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090419/f4468211/attachment-0001.pl From jnaneshwar.bantanur at kavach.net Tue Apr 21 03:25:01 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 21 Apr 2009 12:55:01 +0530 Subject: [Vtigercrm-developers] Eventum, Vtiger CRM and GLPI(Asset Tracker Tool) Integration. Message-ID: <49ED74CD.3060609@kavach.net> Hi Anybody tried to integrate Eventum,Vtigercrm and GLPI.If yes Please help me on the same. Regards Jnani From prasanth at aarthikaindia.com Tue Apr 21 09:07:22 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 21 Apr 2009 18:37:22 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed Message-ID: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/bf1c4311/attachment-0001.html From brett.hooker at roarz.com Tue Apr 21 11:38:11 2009 From: brett.hooker at roarz.com (Brett Hooker) Date: Wed, 22 Apr 2009 01:38:11 +1000 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Message-ID: <49EDE863.9050204@roarz.com> Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasanth wrote: > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I > need to get sales details of each dealer. Sales order needs to > generate upon a sale , there is no purchase order or quotes . Whether > these kind of shopping cart implementation is supported by Vtiger. If > there is any extension or support available for this pls send the > details. If its still available in the vtiger crm, pls tell how it can > be implemented > > Regards, > Prasanth > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0001.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0001.png From prasanth at aarthikaindia.com Wed Apr 22 09:43:09 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Wed, 22 Apr 2009 19:13:09 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <026701c9c350$47a0a480$3000a8c0@rainconcertdomain.com> Hi Brett, Thank you very much for valuable information. It works great. Regards, Prasanth D ----- Original Message ----- From: Brett Hooker To: vtigercrm-developers at lists.vtigercrm.com Sent: Tuesday, April 21, 2009 9:08 PM Subject: Re: [Vtigercrm-developers] CRM - Help Needed Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre: Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre: Level 9, 12-13 Marine Parade Southport Qld 4215 ROARZ will help you get your website up to date and keep it that way. Prasanth wrote: Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth ---------------------------------------------------------------------------- _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com ------------------------------------------------------------------------------ _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0001.jpe -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0003.png From bedouglas at earthlink.net Wed Apr 22 10:17:13 2009 From: bedouglas at earthlink.net (bruce) Date: Wed, 22 Apr 2009 07:17:13 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <9fef01c9c355$08ee4800$0301a8c0@tmesa.com> Hi Amine (and anyone else!). I've looked over the user/dev docs.. i've looked at ripping apart the app. i could do it if i had the time. unfortunately, i've got 15 other apps that need my time as well. i'm looking to rip out a bunch of functionality (sub menus) as well as to add additional functionality. in order to keep the app as clean as possible, removing excess code is probably better, than simply setting a var somewhere that 'hides' the functionality. The key functionality tha ti need to implement, that as far as i can tell vTiger doesn't have, is the ability to allow a user to select/be assigned potentia leads/contacts from a list of contacts. I then want to allow the user, to have their own section of the app, where they get to work on the list of leads/contacts that they're responsible for. Using vTiger's approach of access rights/permissions allows for sharing of contacts/leads between users/groups/teams which is also required. here's an overview of my future setup: i have a group of colleges each college has a group of depts, which have classes each class has a faculty/prof so this gets me a list of faculty. i want the modified vTiger, to allow the user to select a college, dept, to then be able to select the faculty from the list of courses/faculty for the dept. this requires a separate menu/page within the vTiger horizontal nav bar. i also want to allow the user to then be able to work on the list of leads/contacts (faculty) within their own workspace. to some extent, this will be analogous to the display area for the lead/contact under the marketing tab. i also want to restrict the user to only work on the leads/contacts/faculty that are assigned to the user. there will also be a number of additional reports/data to be generated/displayed, but that's not a critical issue.. so... i need someone who can help me figure out the best way to get to where i can have this up/running, and interface with the other apps i'm working on... thanks -bruce -----Original Message----- From: amine f [mailto:amine.fe at gmail.com] Sent: Wednesday, April 15, 2009 1:04 PM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com From prasad at vtiger.com Wed Apr 22 10:51:45 2009 From: prasad at vtiger.com (Prasad) Date: Wed, 22 Apr 2009 20:21:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.1.0 - 2nd validation build Message-ID: <39d18b250904220751j36f8dd68k6a6c1bde16df6840@mail.gmail.com> Dear members, vtiger CRM 5.1.0 - 2nd validation build is now available. http://www.vtiger.com/blogs/2009/04/22/vtiger-crm-510-2nd-validation-build/ We encourage community members to share hands for validating the product and report issues at http://trac.vtiger.com Please do not use the 5.1 validation build on your production server. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/d6c28a62/attachment-0001.html From ben.molloy at pro-vigil.com Thu Apr 23 13:37:41 2009 From: ben.molloy at pro-vigil.com (Ben Molloy) Date: Thu, 23 Apr 2009 12:37:41 -0500 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <49EDE863.9050204@roarz.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <8abf78790904231037k7286bf06vf67ea9fe8c8d55e2@mail.gmail.com> Brett, Do you guys do this type of integration for Magento as well? Regards, Ben Molloy | VP - Business Growth & Development Pro-Vigil, Inc. | www.pro-vigil.com E-mail: ben.molloy at pro-vigil.com (preferred method of contact) Toll Free: 866.616.1318 Direct: 210.858.1115 Fax: 866.616.1319 ......................................................................... Pro-Vigil: Providing Proactive Protection See the NEW Scarecrow VGS! http://www.youtube.com/watch?v=FdenXZ1B2j8 ......................................................................... ***Security Notice*** This email/facsimile message is the property of Pro-Vigil, Inc., and is intended only for the recipient(s) named above and may contain information that is privileged and exempt from disclosure under applicable law. If you are not the intended recipient, please delete all copies of this e-mail/facsimile and notify the sender. On Tue, Apr 21, 2009 at 10:38 AM, Brett Hooker wrote: > Prasanth, > > We do this on a business by business basis, usually with Joomla extensions > like VirtueMart. > > There isn't any pre-built integrations for you to tap into within vTiger, > but all of the framework elements are there for you to implement your own. > > We've used both the SOAP APIs and the PHP APIs to do this work, choice > being based on whether the CRM is remote (use SOAP) or in the same install > (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick > to the SOAP APIs. > > We usually follow one of these two models: > > 1) Just-in-Time (JIT) integration: When the order is raised in the shopping > cart, push customer, product, order header, and order line detail to > vTiger. In a "complete" implementation, we will create a Closed Won > Potential, a Sales Order (linked to the Potential), and an Invoice (linked > to the Sales Order) all against an Account based on the user in the shopping > cart that raised the order. We'll also create both an Account and a Contact > for the customer. In consumer sales environments, when you don't have a > Company name for the Account, we just use the customers full name as the > Account Name. In this model, we only push across the Products that are > included on the order at the time the order is raised. That way, you don't > need to synchronise or maintain the full product database in vTiger, you > just populate it as you need to. The reason we include the Closed Won > Potential in the integration, as that auto-populates the vTiger Dashboard > with high level sales data based on the orders being placed through the > shopping cart. That is like virtual-gold to managers; being able to just > watch the vTiger dashboard and see the orders stacking up. > > 2) Real-Time (RT) integration: Hook into shopping cart code base to push > product updates to vTiger real time. Hook into the user admin system to > push customer/user updates to vTiger real time (for both Accounts and > Contacts). Then, at the time the orders are raised in the shopping cart, we > only need to push through the order header and order lines. We'd still do a > Closed Won Potential, Sales Order, and Invoice to ensure all of the sales > and accounting entities are created in vTiger. > > Sorry that this doesn't deal with Early Impact specifically, but hopefully > sharing our approach helps. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasanth wrote: > > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to > get sales details of each dealer. Sales order needs to generate upon a sale > , there is no purchase order or quotes . Whether these kind of shopping cart > implementation is supported by Vtiger. If there is any extension or support > available for this pls send the details. If its still available in the > vtiger crm, pls tell how it can be implemented > > Regards, > Prasanth > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0001.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0003.png -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0001.jpe From stephen at efronteras.com Fri Apr 24 11:31:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 11:31:34 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table Message-ID: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Can someone point me in the right direction. I want to add a date field to the product records for quotes/invoices. I know how to add a regular custom field. I'm a little unsure about this though. Any advise would be greatly appreciated. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen -------------- next part -------------- A non-text attachment was scrubbed... Name: products.jpg Type: image/jpeg Size: 31801 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090424/9f278652/attachment-0001.jpg From stephen at efronteras.com Fri Apr 24 17:33:23 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 17:33:23 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Message-ID: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Ok I finally found the table "vtiger_inventoryproductrel" this table seems like it is used in a lot of places throughout the system. Does anyone have an experience with this? I may just re-purpose the comments field using it to store the date. Thoughts, comments? -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack wrote: > Can someone point me in the right direction. ?I want to add a date > field to the product records for quotes/invoices. ?I know how to add a > regular custom field. ?I'm a little unsure about this though. > > Any advise would be greatly appreciated. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From prasad at vtiger.com Sat Apr 25 02:07:17 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 25 Apr 2009 11:37:17 +0530 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Message-ID: <39d18b250904242307h77c70795m57d8409d83fd58f5@mail.gmail.com> Stephen, The line-item (product) details are stored in vtiger_inventoryproductrel that is added to Quotes, SO, PO, Invocie. Regards, Prasad vtiger Team On 4/25/09, Stephen Mack wrote: > > Ok I finally found the table "vtiger_inventoryproductrel" this table > seems like it is used in a lot of places throughout the system. Does > anyone have an experience with this? I may just re-purpose the > comments field using it to store the date. > > Thoughts, comments? > > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > > On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack > wrote: > > Can someone point me in the right direction. I want to add a date > > field to the product records for quotes/invoices. I know how to add a > > regular custom field. I'm a little unsure about this though. > > > > Any advise would be greatly appreciated. > > > > -- Stephen Mack > > Gerente de Ventas y Marketing > > Escuela Fronteras > > www.eFronteras.com > > skype: eFronteras.Stephen > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090425/ab36f9ea/attachment-0001.html From db at klopfer.com Mon Apr 27 05:35:17 2009 From: db at klopfer.com (=?UTF-8?Q?Daniel=20B=C3=B6hmer?=) Date: Mon, 27 Apr 2009 11:35:17 +0200 Subject: [Vtigercrm-developers] Fwd: Getting vtiger working with our company / development possible Message-ID: <49F59875020000280000179F@archiv.klopfer-gmbh.de> Hello everyone, last Friday I sent a message to this mailing list but obviously the subscribtion failed and now I received a message saying my mail is held until a moderator accepts it. In the meantime I have succeded the subscription process and post the message again. The old post has been canceled. Kind regards Daniel B?hmer -------------- next part -------------- An embedded message was scrubbed... From: "=?UTF-8?Q?Daniel=20B=C3=B6hmer?=" Subject: Fwd: Getting vtiger working with our company / development possible Date: Fri, 24 Apr 2009 15:13:22 +0200 Size: 3517 Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090427/45051bca/attachment-0001.mht From bedouglas at earthlink.net Mon Apr 27 13:07:13 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 27 Apr 2009 10:07:13 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From prasanth at aarthikaindia.com Tue Apr 28 09:04:33 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 28 Apr 2009 18:34:33 +0530 Subject: [Vtigercrm-developers] Help Needed Message-ID: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Hi All I need to insert the product details from shopping cart to CRM. I have inserted values to vtiger_crmentity, vtiger_products, vtiger_productcf tables. But while creating an invoice the newly added product name is not coming in the pop up window for selecting the products. Is there any table need to be updated for this Pls help. Regards, Prasanth D -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/b0dc1bfc/attachment-0001.html From bedouglas at earthlink.net Tue Apr 28 09:18:48 2009 From: bedouglas at earthlink.net (bruce) Date: Tue, 28 Apr 2009 06:18:48 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From dfar2008 at gmail.com Tue Apr 28 09:19:39 2009 From: dfar2008 at gmail.com (ding jianting) Date: Tue, 28 Apr 2009 21:19:39 +0800 Subject: [Vtigercrm-developers] Help Needed In-Reply-To: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> References: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Message-ID: Hi, Pls execute sql : "SELECT vtiger_crmentity.crmid, vtiger_crmentity.description, vtiger_products.*, vtiger_productcf.* FROM vtiger_products INNER JOIN vtiger_crmentity ON vtiger_crmentity.crmid = vtiger_products.productid INNER JOIN vtiger_productcf ON vtiger_products.productid = vtiger_productcf.productid LEFT JOIN vtiger_vendor ON vtiger_vendor.vendorid = vtiger_products.vendor_id LEFT JOIN vtiger_users ON vtiger_users.id = vtiger_products.handler" and check product records from shopping cart. On Tue, Apr 28, 2009 at 9:04 PM, Prasanth wrote: > Hi All > > I need to insert the product details from shopping cart to CRM. I have > inserted values to > vtiger_crmentity > , > vtiger_products > , > vtiger_productcf > tables. > But while creating an invoice the newly added product name is not coming in > the pop up window for selecting the products. > Is there any table need to be updated for this > Pls help. > > Regards, > Prasanth D > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- ________________________________________ ????CRM ?? ???????????????631????? ???021-64876448 ??:021-64876441 ???(0)13701696656 Email:dfar2008 at gmail.com ----------------------------------------------------------------------- -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/8c114402/attachment-0001.html From stephen at efronteras.com Wed Apr 29 11:15:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:15:34 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" Message-ID: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> It seems like I should have figured this out already... :( I would like to use the "Modify Time" from a quote on the PDF. I can't find where the "Create time" & "Modify time" are stored for a quote. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen From stephen at efronteras.com Wed Apr 29 11:33:37 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:33:37 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Hummm... can someone confirm that this is the information is correct. I think it is... SELECT * FROM `vtiger_quotes` LEFT JOIN `vtiger_crmentity` ON `quoteid` = `crmid` WHERE 1 -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. ?I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From sebastian.schmitzdorff at hamburgnet.de Wed Apr 29 11:35:20 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Wed, 29 Apr 2009 17:35:20 +0200 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <49F873B8.4090200@hamburgnet.de> Stephen, I was wondering the same thing. I've been searching in the database table and the php code for over an hor and couldn't find it. Anyone else here that can give us a hint here? cheers sebastian Stephen Mack schrieb: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sebastian Schmitzdorff Managing Director Hamburgnet Kottwitzstrasse 49 D-20253 Hamburg fon: +49 40 736 72-322 fax: +49 40 736 72-321 Ust-IdNr. DE256504490 http://www.hamburgnet.de From stephen at efronteras.com Wed Apr 29 11:52:02 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:52:02 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Message-ID: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Hi everyone and Sebastian, Ok I also found out that the function... retrieve_entity_info($_REQUEST['record'],"Quotes"); ...also retrieves the information. It's accessible in the column_fields variable. $modified_date = $focus->column_fields["modifiedtime"]; -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: > Hummm... can someone confirm that this is the information is correct. > I think it is... > > SELECT * > FROM ?`vtiger_quotes` > LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` > WHERE 1 > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >> It seems like I should have figured this out already... :( >> >> I would like to use the "Modify Time" from a quote on the PDF. ?I >> can't find where the "Create time" & "Modify time" are stored for a >> quote. >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> > From stephen at efronteras.com Wed Apr 29 12:39:41 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 12:39:41 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Message-ID: <10701a710904290939o51090f37pebe40e5560b10162@mail.gmail.com> Just to close the loop, here is everything 1) Call the built-in function in data\CRMEntity.php retrieve_entity_info($_REQUEST['record'],"Quotes") 2) The information is now stored in the variable $column_fields $focus->column_fields["modifiedtime"] 3) Format the output. You need to convert the string to an integer and format it as you like. date("d M Y", strtotime($focus->column_fields["modifiedtime"])) If I'm wrong someone can correct me please. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:52 AM, Stephen Mack wrote: > Hi everyone and Sebastian, > > Ok I also found out that the function... > retrieve_entity_info($_REQUEST['record'],"Quotes"); > > ...also retrieves the information. ?It's accessible in the > column_fields variable. > > $modified_date = $focus->column_fields["modifiedtime"]; > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: >> Hummm... can someone confirm that this is the information is correct. >> I think it is... >> >> SELECT * >> FROM ?`vtiger_quotes` >> LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` >> WHERE 1 >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> >> >> >> On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >>> It seems like I should have figured this out already... :( >>> >>> I would like to use the "Modify Time" from a quote on the PDF. ?I >>> can't find where the "Create time" & "Modify time" are stored for a >>> quote. >>> >>> -- Stephen Mack >>> Gerente de Ventas y Marketing >>> Escuela Fronteras >>> www.eFronteras.com >>> skype: eFronteras.Stephen >>> >> > From ml at arceva.fr Wed Apr 29 18:46:57 2009 From: ml at arceva.fr (Fusioncore) Date: Thu, 30 Apr 2009 00:46:57 +0200 Subject: [Vtigercrm-developers] customer portal enhancement Message-ID: <49F8D8E1.5040409@arceva.fr> Hi I work on the 510 val2 customer portal. I add some file to export sales order in customer portal but I don't know where I can add a label in the tabs It will be dynamic but I don't have any result on my search Can anyone will help me ? Thanks, Bruno From ml at arceva.fr Thu Apr 30 10:39:36 2009 From: ml at arceva.fr (fusioncore) Date: Thu, 30 Apr 2009 16:39:36 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F8D8E1.5040409@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> Message-ID: <49F9B828.7050001@arceva.fr> Hi Nobody can help me ? Thanks, Bruno Fusioncore a ?crit : > Hi > I work on the 510 val2 customer portal. I add some file to export sales > order in customer portal but I don't know where I can add a label in the > tabs > It will be dynamic but I don't have any result on my search > Can anyone will help me ? > > Thanks, > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From akos.palfi at gmail.com Thu Apr 30 15:04:33 2009 From: akos.palfi at gmail.com (=?ISO-8859-1?Q?=C1kos_P=E1lfi?=) Date: Thu, 30 Apr 2009 21:04:33 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F9B828.7050001@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> <49F9B828.7050001@arceva.fr> Message-ID: <1a693caf0904301204s35d5ef43hc679fe8453d1c050@mail.gmail.com> Hello, It's in Smarty->templates->Inventory->InventoryActions.tpl. Hope it helps. Regards, Akos Palfi 2009/4/30 fusioncore > Hi > Nobody can help me ? > > Thanks, > Bruno > > Fusioncore a ?crit : > > Hi > > I work on the 510 val2 customer portal. I add some file to export sales > > order in customer portal but I don't know where I can add a label in the > > tabs > > It will be dynamic but I don't have any result on my search > > Can anyone will help me ? > > > > Thanks, > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090430/cd8ed761/attachment-0001.html From lists at joefleming.net Thu Apr 9 13:46:28 2009 From: lists at joefleming.net (Joe) Date: Thu, 09 Apr 2009 10:46:28 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data Message-ID: <49DE3474.6090407@joefleming.net> Hey all, I just started using vTiger and I'm overall pretty impressed with the package. Of course, it's not perfectly suited for my needs out of the box so I needed to add some of my own code to it. One of the things we need to do is import clients who have placed orders through our website as Contacts. I've been using the SOAP interface to handle the email optout stuff so I thought I'd also use it to create these new Contacts. Everything works fine, except for custom field values. I have a custom field, which is a checkbox named "Agent", that needs to be checked if the client is indeed an agent. The problem is, I can't seem to pass the value with $focus->column_fields['agent'] as I expected. I CAN, however, look up the custom field column name (cf_535 in this case) and assign it with $focus->column_fields['cf_535']. This isn't ideal because I'm using the same code in a test environment (or several, actually) that have different cf ids for the same fields (cf_535 on this machine, cf_463 on anther, cf_398 on another, etc). Is there a way I can set the value by calling it by name (agent) instead of by it's custom field name (cf_535)? For the record, I'm currently using the first test build of 5.1.0. Any help is appreciated! Also, what is the preferred resource for learning how to use the different module classes? I've just been figuring it out by looking at existing code, which is kind of a slow way to learn... -Joe From amine.fe at gmail.com Fri Apr 10 04:31:13 2009 From: amine.fe at gmail.com (amine f) Date: Fri, 10 Apr 2009 09:31:13 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DE3474.6090407@joefleming.net> References: <49DE3474.6090407@joefleming.net> Message-ID: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Hi Joe, Why you don't try to modiy the filed name from MySql by using PhpMyadmin. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/f630f4e8/attachment-0002.html From carloz at gnumerica.org Fri Apr 10 05:08:57 2009 From: carloz at gnumerica.org (carlo beschi) Date: Fri, 10 Apr 2009 11:08:57 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM Message-ID: <49DF0CA9.7050004@gnumerica.org> Hi all, based on my personal experience as a vtiger CRM user, consultant and developer, I've written this small text. Any feedback is appreciated. It's been originally posted on our company's blog, here: http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ Thank you Flavia for translating it in English. Carlo Beschi (aka carloz) --------- 15 things to know about vtiger CRM ? It is a software. Therefore, it is a tool. It supports human intelligence but it can not replace it. ? It is opensource. Software's source code is available and any user can read, re-use, modify it ? it is provided under Vtiger Public License (an open source license which comes from Mozilla Public License). ? It is free. The official and full version of the software can be freely downloaded from vtiger.com website. Microsoft Office, Microsoft Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. Additional modules, plug-in and bridges to other platforms are freely provided by commmunity developers on a dedicated web portal (vtiger forge). ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, a database and a programming language which are recognized as international standard. This kind of choice offers a solid and shared development basis and makes vtiger CRM completely multi platform (vtiger server can run both on Linux, Windows and Machintosh OS). ? It is client/server. It is possible to have a great number of clients for each server installation. ? It is web-based. It allows working easily on a shared platform, without the need to install anything on the workstations. People can access it as it were a web site, using Mozilla Firefox, Internet Explorer or any other browser. Moreover, vtiger CRM takes full advantage of the power of the hypertestuality (I.e. links between pages and entities). ? It is multi-user. Actually, users can be unlimited. There are no ties either technical or linked to the license. Users can be one, ten or hundred: each one with his username and password, and assigned to a role and profile. It is possible to define access rules, which are specific for any system entity. ? It is modular. The software provides 20 base modules ? Leads, Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just some of them. Each module can be fully customized. It is possible to disable modules which user is not interested in and install new additional modules. ? It is flexible. There are no many software on the market as easy to re-design as vtiger CRM. Users can manage it accordingly to their own needs. Most of changes and customizations (I.e. creation of new fields, filters and custom reports) can be made directly through web interface, by accessing the system with administrator privileges. ? It is beautiful. It is a really user friendly system; it is easy to use, with a familiar and pleasant interface. ? It is complete. It is an operational, collaborative and (quite) analytical CRM system. Modules and functionalities cover the entire sell cycle from the leads acquisition to the post-selling customer support. ? It is easy to learn. A user who normally deals with a computer could learn how to navigate among the modules and functionalities of the CRM in just two hours. After one or two weeks he/she deals with it, he/she can feel?at home! ? It is complex. The basic functionalities allow users to manage the main CRM activities they could need. Anyway, it is just by learning how to use advanced functions that we can take advantage of the full potentials of the tool. ? It is reliable. Thousands of installations in production environments all over the world. A development team consisting of 20 coders. A network of official partners in all the main countries. Hundreds of developers which work constantly every day in the international community. This means: extended and accurate tests on the product, and capability to intervene in order to correct bugs and eventual problems almost in real time. ? It is not perfect. Although it is beautiful, reliable and complete, vtiger CRM is not the perfect software, even if it is developing quickly and it is improving itself every day. Code cleaning and documentation are the most important things to arrange as soon as possible. From ml at arceva.fr Fri Apr 10 06:12:41 2009 From: ml at arceva.fr (fusioncore) Date: Fri, 10 Apr 2009 12:12:41 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 Message-ID: <49DF1B99.1070308@arceva.fr> Hi all After many test, I have the same problem on 2 different server of vtiger 510 I download last svn version but the problem is always present. My problem : When I create or edit a contact and check the box for the customer portal, the contact don't receive the email with login and password. The webmail work without problems but I have same problem with the pdf emailing on quotes, invoice. When I use the button send pdf by mail, the contact don't receive email but the admin receive the copy Does anyone have an idea ? I look on the trac and forum and I don't have more information If anyone want access to the server to have a look, contact me Regards, Bruno From svk at vtiger.com Fri Apr 10 13:44:40 2009 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 10 Apr 2009 10:44:40 -0700 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <49DF0CA9.7050004@gnumerica.org> References: <49DF0CA9.7050004@gnumerica.org> Message-ID: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Carlo, your list captures vtiger well. I would add security as one of the key benefits as well. The multi-level role hierarchy is quite useful for many organizations. Couple of translation corrections: - hypertestuality - hyperlinks - it is complex - it is comprehensive (i am assuming your intent is to capture the broad capabilities in vtiger that can leverage by advanced users) thanks, Sreenivas On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi wrote: > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/a30e5f26/attachment-0002.html From joe at tsolucio.com Fri Apr 10 13:45:54 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 19:45:54 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF1B99.1070308@arceva.fr> References: <49DF1B99.1070308@arceva.fr> Message-ID: <49DF85D2.1050008@tsolucio.com> Hi Bruno, I just tested on the latest svn of 5.1 and CP with no problem in either case. I have also tested this a few times in the last two months with no problem. Maybe spam control on the user email you are testing with? Joe TSolucio fusioncore escribi?: > Hi all > > After many test, I have the same problem on 2 different server of vtiger 510 > I download last svn version but the problem is always present. > My problem : > When I create or edit a contact and check the box for the customer > portal, the contact don't receive the email with login and password. > The webmail work without problems but I have same problem with the pdf > emailing on quotes, invoice. > When I use the button send pdf by mail, the contact don't receive email > but the admin receive the copy > > Does anyone have an idea ? I look on the trac and forum and I don't have > more information > > If anyone want access to the server to have a look, contact me > > Regards, > > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From lists at joefleming.net Fri Apr 10 14:13:55 2009 From: lists at joefleming.net (Joe) Date: Fri, 10 Apr 2009 11:13:55 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Message-ID: <49DF8C63.70509@joefleming.net> How so? What I'm trying to do is run a daily, automated script that will take the contact info from people who place orders on our website and import it into vtiger as Contacts. I'm not doing this by hand, it would take WAY too long and cost way too much money to do it that way. I can modify the fields by hand, sure, but I'm not really sure what you mean in your response. -Joe amine f wrote: > Hi Joe, > > Why you don't try to modiy the filed name from MySql by using PhpMyadmin. > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Fri Apr 10 15:34:11 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 11 Apr 2009 01:04:11 +0530 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF85D2.1050008@tsolucio.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> Message-ID: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Joe, Wanted to keep you posted with some observation I made on Bruno server. Looks like the SMTP Outgoing server is failing to send mail to other domains! Suspecting the issue with SMTP configuration. Any Regards, Prasad On 4/10/09, Joe Bordes wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in either > case. I have also tested this a few times in the last two months with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server of vtiger > 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/bc5ba2cb/attachment-0002.html From joe at tsolucio.com Fri Apr 10 15:52:30 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 21:52:30 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Message-ID: <49DFA37E.5070506@tsolucio.com> It looked like something in that line. Thanks for the info Joe TSolucio Prasad escribi?: > Joe, > > Wanted to keep you posted with some observation I made on Bruno server. > > Looks like the SMTP Outgoing server is failing to send mail to other > domains! > > Suspecting the issue with SMTP configuration. Any > > Regards, > Prasad > > On 4/10/09, *Joe Bordes* > > wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in > either > case. I have also tested this a few times in the last two months > with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server > of vtiger 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with > the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't > receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I > don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/0669bcf4/attachment-0002.html From amine.fe at gmail.com Sat Apr 11 04:33:08 2009 From: amine.fe at gmail.com (amine f) Date: Sat, 11 Apr 2009 09:33:08 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DF8C63.70509@joefleming.net> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> <49DF8C63.70509@joefleming.net> Message-ID: <74faab6a0904110133p254c76f1ge5012d4c1db8c215@mail.gmail.com> Hi Joe, Have you tried to modify a custom field name from cf_... to Agent as exemple in the data base field name? Amine http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/5233af93/attachment-0002.html From bedouglas at earthlink.net Mon Apr 13 02:40:12 2009 From: bedouglas at earthlink.net (bruce) Date: Sun, 12 Apr 2009 23:40:12 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods Message-ID: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Hi... Got a project, where I'm going to need to have a CRM app (vtiger) have functionality to be used for a direct sales kind of model. Basically, I envision having a number of people who will act as local sales resources in different parts of the cocuntry. I'm going to need some way of managing them, as well as their contacts, throughout the sales cycle... Vtiger appears to be somewhat useful, but it's going to need mods.... I'm looking to talk to someone who's maed changes/mods to Vtiger so I can discuss what I have in mind... There might be some cash, but nowhere near enough to make this a real gig... So, if you have the chops/skills, let's talk. Thanks From amine.fe at gmail.com Mon Apr 13 13:23:25 2009 From: amine.fe at gmail.com (amine f) Date: Mon, 13 Apr 2009 19:23:25 +0200 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods In-Reply-To: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> References: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Message-ID: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From bedouglas at earthlink.net Mon Apr 13 14:11:11 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 13 Apr 2009 11:11:11 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Message-ID: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Hi Amine, This is for a small project that I'm working on. Actually, it's a part of a much larger project, involved with creating a web crawler for college sites. Given that this is kind of a garage project, there's a limited (small) budget. So it's not really suited for you if you're looking for a real paying gig. In other words, this isn't a fulltime gig, where you're going to make $20.00/hr!! I'm actually looking for somebody who has vTiger skills, who might want to make a small amount of cash, as well as be part of this project. If this interests you, get back to me. Here's what I'm looking to be able to accomplish:: Basically, I need the ability to have vTiger allow me to have an app that manages a direct sales force. -The sales team is spread out over different areas -Each sales group is responsible for its own territory/area -Each sales team talks to two kinds of customers: university profs, and local businesses -The app needs to keep track of the sales team, and their relationship with each kind of customer -The app needs to have the ability to import the university profs from an external source, on a continual basis -The app needs to have new/mods created for selecting the profs by the sales guy I want to have a sales guy signup I want to have the sales guy verified/authorized by a team lead I want to have the sales guy, signup to handle different university faculty/profs I want the sales guy to be able to track the conversation/ actions that he has with the prof -Actions could be:: -initial conversation (result) -secondary conversation (result) -faculty agrees to perform action (yes/no) -etc.. Tracking of the actions/results by the sales guy for each prof has to be captured/maintained in the db/tbls I want to be able to restrict the user from accessing data that he's not responsible for I want to have a multi-level access rights/permission structure regarding the sales guy, the team mgr, etc.. I want/need to have additional page/displays added to the app I need to have additional tbls added for this I need to have tools/processes added to continually refresh the faculty/prof data... If you're interested, let's talk. But like I said, this is more of a short term project, that supports a much larger project. If you're interested in talking about the bigger picture, then lets talk. -Bruce bedouglas at earthlink.net 925-249-1844 ----------------------------------------------------------------- -----Original Message----- From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com]On Behalf Of amine f Sent: Monday, April 13, 2009 10:23 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From carloz at gnumerica.org Tue Apr 14 02:57:25 2009 From: carloz at gnumerica.org (carlo beschi) Date: Tue, 14 Apr 2009 08:57:25 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> References: <49DF0CA9.7050004@gnumerica.org> <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Message-ID: <49E433D5.2080605@gnumerica.org> Hi Sreenivas, thank you very much for your comments and observations. I will add for sure something like "internal security" to the list. I'm also going to add a "completely multi-language" point. Possibly the list will grow to 20 points and I will re-publish it then. Thanks also for the translation hints. I will fix the english translation. As per comprehensive vs complex: my intent basically is to say "ok, vtiger CRM it's very user-frienldy, easy to learn, bla bla bla ... but actually if you really want to take full advantage of the sw, there's a number of things you must learn ..." (and this will be even more true with upcoming 5.1 :-)) Stay well, & keep up the great work, Carlo Sreenivas Kanumuru ha scritto: > Carlo, > > your list captures vtiger well. I would add security as one of the key > benefits as well. The multi-level role hierarchy is quite useful for > many organizations. > > Couple of translation corrections: > - hypertestuality - hyperlinks > - it is complex - it is comprehensive (i am assuming your intent is to > capture the broad capabilities in vtiger that can leverage by advanced > users) > > thanks, > Sreenivas > > On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi > wrote: > > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. > Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger > forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From jnaneshwar.bantanur at kavach.net Tue Apr 14 07:56:08 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:26:08 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E479D8.2040403@kavach.net> Hi All I am getting this error on my Home Page... Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1307 Please anybody help on the same. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/3c3efc75/attachment-0002.vcf From jnaneshwar.bantanur at kavach.net Tue Apr 14 07:59:09 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:29:09 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E47A8D.7040802@kavach.net> Another Error ! When I open Dashboard page.I will get this error. Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 Any suggestion is appreciated. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/93ee04ae/attachment-0002.vcf From prasad at vtiger.com Tue Apr 14 08:09:35 2009 From: prasad at vtiger.com (Prasad) Date: Tue, 14 Apr 2009 17:39:35 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E47A8D.7040802@kavach.net> References: <49E47A8D.7040802@kavach.net> Message-ID: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Looks like GD (php extension) is not configured. Regards, Prasad vtiger Team On 4/14/09, Jnaneshwar Bantanur wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/5918459f/attachment-0002.html From jnaneshwar.bantanur at kavach.net Tue Apr 14 08:38:49 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 18:08:49 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Message-ID: <49E483D9.3050000@kavach.net> GD is already configured...! Prasad wrote: > Looks like GD (php extension) is not configured. > > Regards, > Prasad > vtiger Team > > On 4/14/09, *Jnaneshwar Bantanur* > wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/c083a8d7/attachment-0002.vcf From joe at tsolucio.com Tue Apr 14 08:48:28 2009 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 14 Apr 2009 14:48:28 +0200 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E483D9.3050000@kavach.net> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> <49E483D9.3050000@kavach.net> Message-ID: <49E4861C.10804@tsolucio.com> It's missing truetype font support Joe TSolucio Jnaneshwar Bantanur escribi?: > GD is already configured...! > > Prasad wrote: > >> Looks like GD (php extension) is not configured. >> >> Regards, >> Prasad >> vtiger Team >> >> On 4/14/09, *Jnaneshwar Bantanur* > > wrote: >> >> Another Error ! >> >> When I open Dashboard page.I will get this error. >> >> >> Fatal error: Call to undefined function ImageTTFBBox() in >> >> /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 >> >> Any suggestion is appreciated. >> >> Thanks and regards >> Jnani >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> >> ------------------------------------------------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com From amine.fe at gmail.com Wed Apr 15 16:03:58 2009 From: amine.fe at gmail.com (amine f) Date: Wed, 15 Apr 2009 21:03:58 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Message-ID: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0002.html -------------- next part -------------- A non-text attachment was scrubbed... Name: ThomasMathiesen-vTiger.pdf Type: application/pdf Size: 2142285 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0004.pdf -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigercrmv5x.pdf Type: application/pdf Size: 3487531 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0005.pdf From k.arun at itecscom.com Thu Apr 16 04:32:50 2009 From: k.arun at itecscom.com (Arun Kumar) Date: Thu, 16 Apr 2009 14:02:50 +0530 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <49E6ED32.7050903@itecscom.com> Hi, Thanks for your help got lot of information.But i will helpful if you sen the PDF in ENGLISH. Thanks, K.Arun astTECS.com amine f wrote: > Hi Bruce, > > I just read your mail and your needs. Vtiger can respnd to 90 % of > your needs without doing a major modifications. You'll find as append > file documentation in pdf format. I advise you this book: > http://www.lulu.com/content/1018014 > > If I can help you, I am here. > > Faithfully > Amine FELLAHI > Sirius NET > Web site: http://www.snet-dz.com > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/85982cb3/attachment-0002.html From jnaneshwar.bantanur at kavach.net Thu Apr 16 06:01:03 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Thu, 16 Apr 2009 15:31:03 +0530 Subject: [Vtigercrm-developers] Error user tries to open unassigned ticket. Message-ID: <49E701DF.1000309@kavach.net> Hi All I have a problem.Whenever a support staff opens a ticket which he has not been assigned.He gets this error screen.Can anybody help me on how to avoid this error. Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1637 Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1649 Thanks and regards Jnani From amine.fe at gmail.com Thu Apr 16 09:02:00 2009 From: amine.fe at gmail.com (amine f) Date: Thu, 16 Apr 2009 14:02:00 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49E6ED32.7050903@itecscom.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> Message-ID: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0002.html -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigerCRMmanualv5.x-512-002-06.pdf Type: application/pdf Size: 4425790 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0002.pdf From daud.sweetland at googlemail.com Thu Apr 16 09:17:36 2009 From: daud.sweetland at googlemail.com (Daud Sweetland) Date: Thu, 16 Apr 2009 17:17:36 +0400 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Message-ID: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/4d7461ef/attachment-0002.html From bedouglas at earthlink.net Thu Apr 16 09:44:59 2009 From: bedouglas at earthlink.net (bruce) Date: Thu, 16 Apr 2009 06:44:59 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Message-ID: <8c7d01c9be99$89bc1bd0$0301a8c0@tmesa.com> daud... ????? what file are you referring to... -----Original Message----- From: Daud Sweetland [mailto:daud.sweetland at googlemail.com] Sent: Thursday, April 16, 2009 6:18 AM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: RE: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 From ml at arceva.fr Thu Apr 16 19:15:59 2009 From: ml at arceva.fr (Fusioncore) Date: Fri, 17 Apr 2009 01:15:59 +0200 Subject: [Vtigercrm-developers] Customer portal translation Message-ID: <49E7BC2F.80206@arceva.fr> Hi I found a little problem with the customer portal translation with a svn version download yesterday In MySettings.php,, the language was block to en_us in this line : require_once("language/en_us.lang.php"); You can change it to : require_once("language/$default_language.lang.php"); Regards, Bruno From sebastian.schmitzdorff at hamburgnet.de Sun Apr 19 13:34:47 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Sun, 19 Apr 2009 19:34:47 +0200 Subject: [Vtigercrm-developers] account number in quote module (pdf export) Message-ID: <49EB60B7.7020304@hamburgnet.de> Hi, while playing with 5.1 val1 I noticed the following. When exporting a Quote to PDF it uses the $account_id variable for the account number. I expected it to print the account_no field from the account table instead. I wrote attached patch to add a new $account_no variable. The patch is created using todays svn checkout from http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/. 1.) add function getAccountNumber to include/utils/CommonUtils.php 2.) add $account_no variable include/InventoryPDF.php for invoice, quote and sales order. 3.) replace $account_id with $account_no in modules/Quotes/pdf_templates/header.php kind regards Sebastian -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: accountno.patch Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090419/f4468211/attachment-0002.pl From jnaneshwar.bantanur at kavach.net Tue Apr 21 03:25:01 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 21 Apr 2009 12:55:01 +0530 Subject: [Vtigercrm-developers] Eventum, Vtiger CRM and GLPI(Asset Tracker Tool) Integration. Message-ID: <49ED74CD.3060609@kavach.net> Hi Anybody tried to integrate Eventum,Vtigercrm and GLPI.If yes Please help me on the same. Regards Jnani From prasanth at aarthikaindia.com Tue Apr 21 09:07:22 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 21 Apr 2009 18:37:22 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed Message-ID: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/bf1c4311/attachment-0002.html From brett.hooker at roarz.com Tue Apr 21 11:38:11 2009 From: brett.hooker at roarz.com (Brett Hooker) Date: Wed, 22 Apr 2009 01:38:11 +1000 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Message-ID: <49EDE863.9050204@roarz.com> Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasanth wrote: > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I > need to get sales details of each dealer. Sales order needs to > generate upon a sale , there is no purchase order or quotes . Whether > these kind of shopping cart implementation is supported by Vtiger. If > there is any extension or support available for this pls send the > details. If its still available in the vtiger crm, pls tell how it can > be implemented > > Regards, > Prasanth > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0002.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0002.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0002.png From prasanth at aarthikaindia.com Wed Apr 22 09:43:09 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Wed, 22 Apr 2009 19:13:09 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <026701c9c350$47a0a480$3000a8c0@rainconcertdomain.com> Hi Brett, Thank you very much for valuable information. It works great. Regards, Prasanth D ----- Original Message ----- From: Brett Hooker To: vtigercrm-developers at lists.vtigercrm.com Sent: Tuesday, April 21, 2009 9:08 PM Subject: Re: [Vtigercrm-developers] CRM - Help Needed Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre: Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre: Level 9, 12-13 Marine Parade Southport Qld 4215 ROARZ will help you get your website up to date and keep it that way. Prasanth wrote: Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth ---------------------------------------------------------------------------- _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com ------------------------------------------------------------------------------ _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0002.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0002.jpe -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0004.png From bedouglas at earthlink.net Wed Apr 22 10:17:13 2009 From: bedouglas at earthlink.net (bruce) Date: Wed, 22 Apr 2009 07:17:13 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <9fef01c9c355$08ee4800$0301a8c0@tmesa.com> Hi Amine (and anyone else!). I've looked over the user/dev docs.. i've looked at ripping apart the app. i could do it if i had the time. unfortunately, i've got 15 other apps that need my time as well. i'm looking to rip out a bunch of functionality (sub menus) as well as to add additional functionality. in order to keep the app as clean as possible, removing excess code is probably better, than simply setting a var somewhere that 'hides' the functionality. The key functionality tha ti need to implement, that as far as i can tell vTiger doesn't have, is the ability to allow a user to select/be assigned potentia leads/contacts from a list of contacts. I then want to allow the user, to have their own section of the app, where they get to work on the list of leads/contacts that they're responsible for. Using vTiger's approach of access rights/permissions allows for sharing of contacts/leads between users/groups/teams which is also required. here's an overview of my future setup: i have a group of colleges each college has a group of depts, which have classes each class has a faculty/prof so this gets me a list of faculty. i want the modified vTiger, to allow the user to select a college, dept, to then be able to select the faculty from the list of courses/faculty for the dept. this requires a separate menu/page within the vTiger horizontal nav bar. i also want to allow the user to then be able to work on the list of leads/contacts (faculty) within their own workspace. to some extent, this will be analogous to the display area for the lead/contact under the marketing tab. i also want to restrict the user to only work on the leads/contacts/faculty that are assigned to the user. there will also be a number of additional reports/data to be generated/displayed, but that's not a critical issue.. so... i need someone who can help me figure out the best way to get to where i can have this up/running, and interface with the other apps i'm working on... thanks -bruce -----Original Message----- From: amine f [mailto:amine.fe at gmail.com] Sent: Wednesday, April 15, 2009 1:04 PM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com From prasad at vtiger.com Wed Apr 22 10:51:45 2009 From: prasad at vtiger.com (Prasad) Date: Wed, 22 Apr 2009 20:21:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.1.0 - 2nd validation build Message-ID: <39d18b250904220751j36f8dd68k6a6c1bde16df6840@mail.gmail.com> Dear members, vtiger CRM 5.1.0 - 2nd validation build is now available. http://www.vtiger.com/blogs/2009/04/22/vtiger-crm-510-2nd-validation-build/ We encourage community members to share hands for validating the product and report issues at http://trac.vtiger.com Please do not use the 5.1 validation build on your production server. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/d6c28a62/attachment-0002.html From ben.molloy at pro-vigil.com Thu Apr 23 13:37:41 2009 From: ben.molloy at pro-vigil.com (Ben Molloy) Date: Thu, 23 Apr 2009 12:37:41 -0500 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <49EDE863.9050204@roarz.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <8abf78790904231037k7286bf06vf67ea9fe8c8d55e2@mail.gmail.com> Brett, Do you guys do this type of integration for Magento as well? Regards, Ben Molloy | VP - Business Growth & Development Pro-Vigil, Inc. | www.pro-vigil.com E-mail: ben.molloy at pro-vigil.com (preferred method of contact) Toll Free: 866.616.1318 Direct: 210.858.1115 Fax: 866.616.1319 ......................................................................... Pro-Vigil: Providing Proactive Protection See the NEW Scarecrow VGS! http://www.youtube.com/watch?v=FdenXZ1B2j8 ......................................................................... ***Security Notice*** This email/facsimile message is the property of Pro-Vigil, Inc., and is intended only for the recipient(s) named above and may contain information that is privileged and exempt from disclosure under applicable law. If you are not the intended recipient, please delete all copies of this e-mail/facsimile and notify the sender. On Tue, Apr 21, 2009 at 10:38 AM, Brett Hooker wrote: > Prasanth, > > We do this on a business by business basis, usually with Joomla extensions > like VirtueMart. > > There isn't any pre-built integrations for you to tap into within vTiger, > but all of the framework elements are there for you to implement your own. > > We've used both the SOAP APIs and the PHP APIs to do this work, choice > being based on whether the CRM is remote (use SOAP) or in the same install > (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick > to the SOAP APIs. > > We usually follow one of these two models: > > 1) Just-in-Time (JIT) integration: When the order is raised in the shopping > cart, push customer, product, order header, and order line detail to > vTiger. In a "complete" implementation, we will create a Closed Won > Potential, a Sales Order (linked to the Potential), and an Invoice (linked > to the Sales Order) all against an Account based on the user in the shopping > cart that raised the order. We'll also create both an Account and a Contact > for the customer. In consumer sales environments, when you don't have a > Company name for the Account, we just use the customers full name as the > Account Name. In this model, we only push across the Products that are > included on the order at the time the order is raised. That way, you don't > need to synchronise or maintain the full product database in vTiger, you > just populate it as you need to. The reason we include the Closed Won > Potential in the integration, as that auto-populates the vTiger Dashboard > with high level sales data based on the orders being placed through the > shopping cart. That is like virtual-gold to managers; being able to just > watch the vTiger dashboard and see the orders stacking up. > > 2) Real-Time (RT) integration: Hook into shopping cart code base to push > product updates to vTiger real time. Hook into the user admin system to > push customer/user updates to vTiger real time (for both Accounts and > Contacts). Then, at the time the orders are raised in the shopping cart, we > only need to push through the order header and order lines. We'd still do a > Closed Won Potential, Sales Order, and Invoice to ensure all of the sales > and accounting entities are created in vTiger. > > Sorry that this doesn't deal with Early Impact specifically, but hopefully > sharing our approach helps. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasanth wrote: > > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to > get sales details of each dealer. Sales order needs to generate upon a sale > , there is no purchase order or quotes . Whether these kind of shopping cart > implementation is supported by Vtiger. If there is any extension or support > available for this pls send the details. If its still available in the > vtiger crm, pls tell how it can be implemented > > Regards, > Prasanth > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0002.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0004.png -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0002.jpe From stephen at efronteras.com Fri Apr 24 11:31:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 11:31:34 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table Message-ID: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Can someone point me in the right direction. I want to add a date field to the product records for quotes/invoices. I know how to add a regular custom field. I'm a little unsure about this though. Any advise would be greatly appreciated. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen -------------- next part -------------- A non-text attachment was scrubbed... Name: products.jpg Type: image/jpeg Size: 31801 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090424/9f278652/attachment-0002.jpg From stephen at efronteras.com Fri Apr 24 17:33:23 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 17:33:23 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Message-ID: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Ok I finally found the table "vtiger_inventoryproductrel" this table seems like it is used in a lot of places throughout the system. Does anyone have an experience with this? I may just re-purpose the comments field using it to store the date. Thoughts, comments? -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack wrote: > Can someone point me in the right direction. ?I want to add a date > field to the product records for quotes/invoices. ?I know how to add a > regular custom field. ?I'm a little unsure about this though. > > Any advise would be greatly appreciated. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From prasad at vtiger.com Sat Apr 25 02:07:17 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 25 Apr 2009 11:37:17 +0530 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Message-ID: <39d18b250904242307h77c70795m57d8409d83fd58f5@mail.gmail.com> Stephen, The line-item (product) details are stored in vtiger_inventoryproductrel that is added to Quotes, SO, PO, Invocie. Regards, Prasad vtiger Team On 4/25/09, Stephen Mack wrote: > > Ok I finally found the table "vtiger_inventoryproductrel" this table > seems like it is used in a lot of places throughout the system. Does > anyone have an experience with this? I may just re-purpose the > comments field using it to store the date. > > Thoughts, comments? > > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > > On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack > wrote: > > Can someone point me in the right direction. I want to add a date > > field to the product records for quotes/invoices. I know how to add a > > regular custom field. I'm a little unsure about this though. > > > > Any advise would be greatly appreciated. > > > > -- Stephen Mack > > Gerente de Ventas y Marketing > > Escuela Fronteras > > www.eFronteras.com > > skype: eFronteras.Stephen > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090425/ab36f9ea/attachment-0002.html From db at klopfer.com Mon Apr 27 05:35:17 2009 From: db at klopfer.com (=?UTF-8?Q?Daniel=20B=C3=B6hmer?=) Date: Mon, 27 Apr 2009 11:35:17 +0200 Subject: [Vtigercrm-developers] Fwd: Getting vtiger working with our company / development possible Message-ID: <49F59875020000280000179F@archiv.klopfer-gmbh.de> Hello everyone, last Friday I sent a message to this mailing list but obviously the subscribtion failed and now I received a message saying my mail is held until a moderator accepts it. In the meantime I have succeded the subscription process and post the message again. The old post has been canceled. Kind regards Daniel B?hmer -------------- next part -------------- An embedded message was scrubbed... From: "=?UTF-8?Q?Daniel=20B=C3=B6hmer?=" Subject: Fwd: Getting vtiger working with our company / development possible Date: Fri, 24 Apr 2009 15:13:22 +0200 Size: 3517 Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090427/45051bca/attachment-0002.mht From bedouglas at earthlink.net Mon Apr 27 13:07:13 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 27 Apr 2009 10:07:13 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From prasanth at aarthikaindia.com Tue Apr 28 09:04:33 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 28 Apr 2009 18:34:33 +0530 Subject: [Vtigercrm-developers] Help Needed Message-ID: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Hi All I need to insert the product details from shopping cart to CRM. I have inserted values to vtiger_crmentity, vtiger_products, vtiger_productcf tables. But while creating an invoice the newly added product name is not coming in the pop up window for selecting the products. Is there any table need to be updated for this Pls help. Regards, Prasanth D -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/b0dc1bfc/attachment-0002.html From bedouglas at earthlink.net Tue Apr 28 09:18:48 2009 From: bedouglas at earthlink.net (bruce) Date: Tue, 28 Apr 2009 06:18:48 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From dfar2008 at gmail.com Tue Apr 28 09:19:39 2009 From: dfar2008 at gmail.com (ding jianting) Date: Tue, 28 Apr 2009 21:19:39 +0800 Subject: [Vtigercrm-developers] Help Needed In-Reply-To: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> References: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Message-ID: Hi, Pls execute sql : "SELECT vtiger_crmentity.crmid, vtiger_crmentity.description, vtiger_products.*, vtiger_productcf.* FROM vtiger_products INNER JOIN vtiger_crmentity ON vtiger_crmentity.crmid = vtiger_products.productid INNER JOIN vtiger_productcf ON vtiger_products.productid = vtiger_productcf.productid LEFT JOIN vtiger_vendor ON vtiger_vendor.vendorid = vtiger_products.vendor_id LEFT JOIN vtiger_users ON vtiger_users.id = vtiger_products.handler" and check product records from shopping cart. On Tue, Apr 28, 2009 at 9:04 PM, Prasanth wrote: > Hi All > > I need to insert the product details from shopping cart to CRM. I have > inserted values to > vtiger_crmentity > , > vtiger_products > , > vtiger_productcf > tables. > But while creating an invoice the newly added product name is not coming in > the pop up window for selecting the products. > Is there any table need to be updated for this > Pls help. > > Regards, > Prasanth D > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- ________________________________________ ????CRM ?? ???????????????631????? ???021-64876448 ??:021-64876441 ???(0)13701696656 Email:dfar2008 at gmail.com ----------------------------------------------------------------------- -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/8c114402/attachment-0002.html From stephen at efronteras.com Wed Apr 29 11:15:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:15:34 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" Message-ID: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> It seems like I should have figured this out already... :( I would like to use the "Modify Time" from a quote on the PDF. I can't find where the "Create time" & "Modify time" are stored for a quote. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen From stephen at efronteras.com Wed Apr 29 11:33:37 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:33:37 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Hummm... can someone confirm that this is the information is correct. I think it is... SELECT * FROM `vtiger_quotes` LEFT JOIN `vtiger_crmentity` ON `quoteid` = `crmid` WHERE 1 -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. ?I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From sebastian.schmitzdorff at hamburgnet.de Wed Apr 29 11:35:20 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Wed, 29 Apr 2009 17:35:20 +0200 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <49F873B8.4090200@hamburgnet.de> Stephen, I was wondering the same thing. I've been searching in the database table and the php code for over an hor and couldn't find it. Anyone else here that can give us a hint here? cheers sebastian Stephen Mack schrieb: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sebastian Schmitzdorff Managing Director Hamburgnet Kottwitzstrasse 49 D-20253 Hamburg fon: +49 40 736 72-322 fax: +49 40 736 72-321 Ust-IdNr. DE256504490 http://www.hamburgnet.de From stephen at efronteras.com Wed Apr 29 11:52:02 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:52:02 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Message-ID: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Hi everyone and Sebastian, Ok I also found out that the function... retrieve_entity_info($_REQUEST['record'],"Quotes"); ...also retrieves the information. It's accessible in the column_fields variable. $modified_date = $focus->column_fields["modifiedtime"]; -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: > Hummm... can someone confirm that this is the information is correct. > I think it is... > > SELECT * > FROM ?`vtiger_quotes` > LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` > WHERE 1 > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >> It seems like I should have figured this out already... :( >> >> I would like to use the "Modify Time" from a quote on the PDF. ?I >> can't find where the "Create time" & "Modify time" are stored for a >> quote. >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> > From stephen at efronteras.com Wed Apr 29 12:39:41 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 12:39:41 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Message-ID: <10701a710904290939o51090f37pebe40e5560b10162@mail.gmail.com> Just to close the loop, here is everything 1) Call the built-in function in data\CRMEntity.php retrieve_entity_info($_REQUEST['record'],"Quotes") 2) The information is now stored in the variable $column_fields $focus->column_fields["modifiedtime"] 3) Format the output. You need to convert the string to an integer and format it as you like. date("d M Y", strtotime($focus->column_fields["modifiedtime"])) If I'm wrong someone can correct me please. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:52 AM, Stephen Mack wrote: > Hi everyone and Sebastian, > > Ok I also found out that the function... > retrieve_entity_info($_REQUEST['record'],"Quotes"); > > ...also retrieves the information. ?It's accessible in the > column_fields variable. > > $modified_date = $focus->column_fields["modifiedtime"]; > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: >> Hummm... can someone confirm that this is the information is correct. >> I think it is... >> >> SELECT * >> FROM ?`vtiger_quotes` >> LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` >> WHERE 1 >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> >> >> >> On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >>> It seems like I should have figured this out already... :( >>> >>> I would like to use the "Modify Time" from a quote on the PDF. ?I >>> can't find where the "Create time" & "Modify time" are stored for a >>> quote. >>> >>> -- Stephen Mack >>> Gerente de Ventas y Marketing >>> Escuela Fronteras >>> www.eFronteras.com >>> skype: eFronteras.Stephen >>> >> > From ml at arceva.fr Wed Apr 29 18:46:57 2009 From: ml at arceva.fr (Fusioncore) Date: Thu, 30 Apr 2009 00:46:57 +0200 Subject: [Vtigercrm-developers] customer portal enhancement Message-ID: <49F8D8E1.5040409@arceva.fr> Hi I work on the 510 val2 customer portal. I add some file to export sales order in customer portal but I don't know where I can add a label in the tabs It will be dynamic but I don't have any result on my search Can anyone will help me ? Thanks, Bruno From ml at arceva.fr Thu Apr 30 10:39:36 2009 From: ml at arceva.fr (fusioncore) Date: Thu, 30 Apr 2009 16:39:36 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F8D8E1.5040409@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> Message-ID: <49F9B828.7050001@arceva.fr> Hi Nobody can help me ? Thanks, Bruno Fusioncore a ?crit : > Hi > I work on the 510 val2 customer portal. I add some file to export sales > order in customer portal but I don't know where I can add a label in the > tabs > It will be dynamic but I don't have any result on my search > Can anyone will help me ? > > Thanks, > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From akos.palfi at gmail.com Thu Apr 30 15:04:33 2009 From: akos.palfi at gmail.com (=?ISO-8859-1?Q?=C1kos_P=E1lfi?=) Date: Thu, 30 Apr 2009 21:04:33 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F9B828.7050001@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> <49F9B828.7050001@arceva.fr> Message-ID: <1a693caf0904301204s35d5ef43hc679fe8453d1c050@mail.gmail.com> Hello, It's in Smarty->templates->Inventory->InventoryActions.tpl. Hope it helps. Regards, Akos Palfi 2009/4/30 fusioncore > Hi > Nobody can help me ? > > Thanks, > Bruno > > Fusioncore a ?crit : > > Hi > > I work on the 510 val2 customer portal. I add some file to export sales > > order in customer portal but I don't know where I can add a label in the > > tabs > > It will be dynamic but I don't have any result on my search > > Can anyone will help me ? > > > > Thanks, > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090430/cd8ed761/attachment-0002.html From lists at joefleming.net Thu Apr 9 10:46:28 2009 From: lists at joefleming.net (Joe) Date: Thu, 09 Apr 2009 10:46:28 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data Message-ID: <49DE3474.6090407@joefleming.net> Hey all, I just started using vTiger and I'm overall pretty impressed with the package. Of course, it's not perfectly suited for my needs out of the box so I needed to add some of my own code to it. One of the things we need to do is import clients who have placed orders through our website as Contacts. I've been using the SOAP interface to handle the email optout stuff so I thought I'd also use it to create these new Contacts. Everything works fine, except for custom field values. I have a custom field, which is a checkbox named "Agent", that needs to be checked if the client is indeed an agent. The problem is, I can't seem to pass the value with $focus->column_fields['agent'] as I expected. I CAN, however, look up the custom field column name (cf_535 in this case) and assign it with $focus->column_fields['cf_535']. This isn't ideal because I'm using the same code in a test environment (or several, actually) that have different cf ids for the same fields (cf_535 on this machine, cf_463 on anther, cf_398 on another, etc). Is there a way I can set the value by calling it by name (agent) instead of by it's custom field name (cf_535)? For the record, I'm currently using the first test build of 5.1.0. Any help is appreciated! Also, what is the preferred resource for learning how to use the different module classes? I've just been figuring it out by looking at existing code, which is kind of a slow way to learn... -Joe From amine.fe at gmail.com Fri Apr 10 01:31:13 2009 From: amine.fe at gmail.com (amine f) Date: Fri, 10 Apr 2009 09:31:13 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DE3474.6090407@joefleming.net> References: <49DE3474.6090407@joefleming.net> Message-ID: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Hi Joe, Why you don't try to modiy the filed name from MySql by using PhpMyadmin. -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/f630f4e8/attachment-0003.html From carloz at gnumerica.org Fri Apr 10 02:08:57 2009 From: carloz at gnumerica.org (carlo beschi) Date: Fri, 10 Apr 2009 11:08:57 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM Message-ID: <49DF0CA9.7050004@gnumerica.org> Hi all, based on my personal experience as a vtiger CRM user, consultant and developer, I've written this small text. Any feedback is appreciated. It's been originally posted on our company's blog, here: http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ Thank you Flavia for translating it in English. Carlo Beschi (aka carloz) --------- 15 things to know about vtiger CRM ? It is a software. Therefore, it is a tool. It supports human intelligence but it can not replace it. ? It is opensource. Software's source code is available and any user can read, re-use, modify it ? it is provided under Vtiger Public License (an open source license which comes from Mozilla Public License). ? It is free. The official and full version of the software can be freely downloaded from vtiger.com website. Microsoft Office, Microsoft Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. Additional modules, plug-in and bridges to other platforms are freely provided by commmunity developers on a dedicated web portal (vtiger forge). ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, a database and a programming language which are recognized as international standard. This kind of choice offers a solid and shared development basis and makes vtiger CRM completely multi platform (vtiger server can run both on Linux, Windows and Machintosh OS). ? It is client/server. It is possible to have a great number of clients for each server installation. ? It is web-based. It allows working easily on a shared platform, without the need to install anything on the workstations. People can access it as it were a web site, using Mozilla Firefox, Internet Explorer or any other browser. Moreover, vtiger CRM takes full advantage of the power of the hypertestuality (I.e. links between pages and entities). ? It is multi-user. Actually, users can be unlimited. There are no ties either technical or linked to the license. Users can be one, ten or hundred: each one with his username and password, and assigned to a role and profile. It is possible to define access rules, which are specific for any system entity. ? It is modular. The software provides 20 base modules ? Leads, Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just some of them. Each module can be fully customized. It is possible to disable modules which user is not interested in and install new additional modules. ? It is flexible. There are no many software on the market as easy to re-design as vtiger CRM. Users can manage it accordingly to their own needs. Most of changes and customizations (I.e. creation of new fields, filters and custom reports) can be made directly through web interface, by accessing the system with administrator privileges. ? It is beautiful. It is a really user friendly system; it is easy to use, with a familiar and pleasant interface. ? It is complete. It is an operational, collaborative and (quite) analytical CRM system. Modules and functionalities cover the entire sell cycle from the leads acquisition to the post-selling customer support. ? It is easy to learn. A user who normally deals with a computer could learn how to navigate among the modules and functionalities of the CRM in just two hours. After one or two weeks he/she deals with it, he/she can feel?at home! ? It is complex. The basic functionalities allow users to manage the main CRM activities they could need. Anyway, it is just by learning how to use advanced functions that we can take advantage of the full potentials of the tool. ? It is reliable. Thousands of installations in production environments all over the world. A development team consisting of 20 coders. A network of official partners in all the main countries. Hundreds of developers which work constantly every day in the international community. This means: extended and accurate tests on the product, and capability to intervene in order to correct bugs and eventual problems almost in real time. ? It is not perfect. Although it is beautiful, reliable and complete, vtiger CRM is not the perfect software, even if it is developing quickly and it is improving itself every day. Code cleaning and documentation are the most important things to arrange as soon as possible. From ml at arceva.fr Fri Apr 10 03:12:41 2009 From: ml at arceva.fr (fusioncore) Date: Fri, 10 Apr 2009 12:12:41 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 Message-ID: <49DF1B99.1070308@arceva.fr> Hi all After many test, I have the same problem on 2 different server of vtiger 510 I download last svn version but the problem is always present. My problem : When I create or edit a contact and check the box for the customer portal, the contact don't receive the email with login and password. The webmail work without problems but I have same problem with the pdf emailing on quotes, invoice. When I use the button send pdf by mail, the contact don't receive email but the admin receive the copy Does anyone have an idea ? I look on the trac and forum and I don't have more information If anyone want access to the server to have a look, contact me Regards, Bruno From svk at vtiger.com Fri Apr 10 10:44:40 2009 From: svk at vtiger.com (Sreenivas Kanumuru) Date: Fri, 10 Apr 2009 10:44:40 -0700 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <49DF0CA9.7050004@gnumerica.org> References: <49DF0CA9.7050004@gnumerica.org> Message-ID: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Carlo, your list captures vtiger well. I would add security as one of the key benefits as well. The multi-level role hierarchy is quite useful for many organizations. Couple of translation corrections: - hypertestuality - hyperlinks - it is complex - it is comprehensive (i am assuming your intent is to capture the broad capabilities in vtiger that can leverage by advanced users) thanks, Sreenivas On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi wrote: > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/a30e5f26/attachment-0003.html From joe at tsolucio.com Fri Apr 10 10:45:54 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 19:45:54 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF1B99.1070308@arceva.fr> References: <49DF1B99.1070308@arceva.fr> Message-ID: <49DF85D2.1050008@tsolucio.com> Hi Bruno, I just tested on the latest svn of 5.1 and CP with no problem in either case. I have also tested this a few times in the last two months with no problem. Maybe spam control on the user email you are testing with? Joe TSolucio fusioncore escribi?: > Hi all > > After many test, I have the same problem on 2 different server of vtiger 510 > I download last svn version but the problem is always present. > My problem : > When I create or edit a contact and check the box for the customer > portal, the contact don't receive the email with login and password. > The webmail work without problems but I have same problem with the pdf > emailing on quotes, invoice. > When I use the button send pdf by mail, the contact don't receive email > but the admin receive the copy > > Does anyone have an idea ? I look on the trac and forum and I don't have > more information > > If anyone want access to the server to have a look, contact me > > Regards, > > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > From lists at joefleming.net Fri Apr 10 11:13:55 2009 From: lists at joefleming.net (Joe) Date: Fri, 10 Apr 2009 11:13:55 -0700 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> Message-ID: <49DF8C63.70509@joefleming.net> How so? What I'm trying to do is run a daily, automated script that will take the contact info from people who place orders on our website and import it into vtiger as Contacts. I'm not doing this by hand, it would take WAY too long and cost way too much money to do it that way. I can modify the fields by hand, sure, but I'm not really sure what you mean in your response. -Joe amine f wrote: > Hi Joe, > > Why you don't try to modiy the filed name from MySql by using PhpMyadmin. > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From prasad at vtiger.com Fri Apr 10 12:34:11 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 11 Apr 2009 01:04:11 +0530 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <49DF85D2.1050008@tsolucio.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> Message-ID: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Joe, Wanted to keep you posted with some observation I made on Bruno server. Looks like the SMTP Outgoing server is failing to send mail to other domains! Suspecting the issue with SMTP configuration. Any Regards, Prasad On 4/10/09, Joe Bordes wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in either > case. I have also tested this a few times in the last two months with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server of vtiger > 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/bc5ba2cb/attachment-0003.html From joe at tsolucio.com Fri Apr 10 12:52:30 2009 From: joe at tsolucio.com (Joe Bordes) Date: Fri, 10 Apr 2009 21:52:30 +0200 Subject: [Vtigercrm-developers] Problem with customer portal 5.1.0 In-Reply-To: <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> References: <49DF1B99.1070308@arceva.fr> <49DF85D2.1050008@tsolucio.com> <39d18b250904101234i323804bt2fbb7cb2f3bbfdcd@mail.gmail.com> Message-ID: <49DFA37E.5070506@tsolucio.com> It looked like something in that line. Thanks for the info Joe TSolucio Prasad escribi?: > Joe, > > Wanted to keep you posted with some observation I made on Bruno server. > > Looks like the SMTP Outgoing server is failing to send mail to other > domains! > > Suspecting the issue with SMTP configuration. Any > > Regards, > Prasad > > On 4/10/09, *Joe Bordes* > > wrote: > > Hi Bruno, > > I just tested on the latest svn of 5.1 and CP with no problem in > either > case. I have also tested this a few times in the last two months > with no > problem. > Maybe spam control on the user email you are testing with? > > Joe > TSolucio > > fusioncore escribi?: > > > Hi all > > > > After many test, I have the same problem on 2 different server > of vtiger 510 > > I download last svn version but the problem is always present. > > My problem : > > When I create or edit a contact and check the box for the customer > > portal, the contact don't receive the email with login and password. > > The webmail work without problems but I have same problem with > the pdf > > emailing on quotes, invoice. > > When I use the button send pdf by mail, the contact don't > receive email > > but the admin receive the copy > > > > Does anyone have an idea ? I look on the trac and forum and I > don't have > > more information > > > > If anyone want access to the server to have a look, contact me > > > > Regards, > > > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090410/0669bcf4/attachment-0003.html From amine.fe at gmail.com Sat Apr 11 01:33:08 2009 From: amine.fe at gmail.com (amine f) Date: Sat, 11 Apr 2009 09:33:08 +0100 Subject: [Vtigercrm-developers] Creating Contacts with custom field data In-Reply-To: <49DF8C63.70509@joefleming.net> References: <49DE3474.6090407@joefleming.net> <74faab6a0904100131v3763e9e8y966a3341d2ed399f@mail.gmail.com> <49DF8C63.70509@joefleming.net> Message-ID: <74faab6a0904110133p254c76f1ge5012d4c1db8c215@mail.gmail.com> Hi Joe, Have you tried to modify a custom field name from cf_... to Agent as exemple in the data base field name? Amine http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090411/5233af93/attachment-0003.html From bedouglas at earthlink.net Sun Apr 12 23:40:12 2009 From: bedouglas at earthlink.net (bruce) Date: Sun, 12 Apr 2009 23:40:12 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods Message-ID: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Hi... Got a project, where I'm going to need to have a CRM app (vtiger) have functionality to be used for a direct sales kind of model. Basically, I envision having a number of people who will act as local sales resources in different parts of the cocuntry. I'm going to need some way of managing them, as well as their contacts, throughout the sales cycle... Vtiger appears to be somewhat useful, but it's going to need mods.... I'm looking to talk to someone who's maed changes/mods to Vtiger so I can discuss what I have in mind... There might be some cash, but nowhere near enough to make this a real gig... So, if you have the chops/skills, let's talk. Thanks From amine.fe at gmail.com Mon Apr 13 10:23:25 2009 From: amine.fe at gmail.com (amine f) Date: Mon, 13 Apr 2009 19:23:25 +0200 Subject: [Vtigercrm-developers] vtiger - development - need to work with someone on making changes/mods In-Reply-To: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> References: <805a01c9bc02$b3d0c590$0301a8c0@tmesa.com> Message-ID: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From bedouglas at earthlink.net Mon Apr 13 11:11:11 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 13 Apr 2009 11:11:11 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> Message-ID: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Hi Amine, This is for a small project that I'm working on. Actually, it's a part of a much larger project, involved with creating a web crawler for college sites. Given that this is kind of a garage project, there's a limited (small) budget. So it's not really suited for you if you're looking for a real paying gig. In other words, this isn't a fulltime gig, where you're going to make $20.00/hr!! I'm actually looking for somebody who has vTiger skills, who might want to make a small amount of cash, as well as be part of this project. If this interests you, get back to me. Here's what I'm looking to be able to accomplish:: Basically, I need the ability to have vTiger allow me to have an app that manages a direct sales force. -The sales team is spread out over different areas -Each sales group is responsible for its own territory/area -Each sales team talks to two kinds of customers: university profs, and local businesses -The app needs to keep track of the sales team, and their relationship with each kind of customer -The app needs to have the ability to import the university profs from an external source, on a continual basis -The app needs to have new/mods created for selecting the profs by the sales guy I want to have a sales guy signup I want to have the sales guy verified/authorized by a team lead I want to have the sales guy, signup to handle different university faculty/profs I want the sales guy to be able to track the conversation/ actions that he has with the prof -Actions could be:: -initial conversation (result) -secondary conversation (result) -faculty agrees to perform action (yes/no) -etc.. Tracking of the actions/results by the sales guy for each prof has to be captured/maintained in the db/tbls I want to be able to restrict the user from accessing data that he's not responsible for I want to have a multi-level access rights/permission structure regarding the sales guy, the team mgr, etc.. I want/need to have additional page/displays added to the app I need to have additional tbls added for this I need to have tools/processes added to continually refresh the faculty/prof data... If you're interested, let's talk. But like I said, this is more of a short term project, that supports a much larger project. If you're interested in talking about the bigger picture, then lets talk. -Bruce bedouglas at earthlink.net 925-249-1844 ----------------------------------------------------------------- -----Original Message----- From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com]On Behalf Of amine f Sent: Monday, April 13, 2009 10:23 AM To: vtigercrm-developers at lists.vtigercrm.com Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, I am the manager of a startup in web technologies. We are instaaled in Algeria. What do you stand from Vtiger CRM. We can if possible respond to your needs. Amine FELLAHI Manager of EURL Sirius NET Site: http://www.snet-dz.com 2009/4/13, bruce : > Hi... > > Got a project, where I'm going to need to have a CRM app (vtiger) have > functionality to be used for a direct sales kind of model. Basically, I > envision having a number of people who will act as local sales resources in > different parts of the cocuntry. I'm going to need some way of managing > them, as well as their contacts, throughout the sales cycle... > > Vtiger appears to be somewhat useful, but it's going to need mods.... > > I'm looking to talk to someone who's maed changes/mods to Vtiger so I can > discuss what I have in mind... > > There might be some cash, but nowhere near enough to make this a real gig... > > So, if you have the chops/skills, let's talk. > > Thanks > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com From carloz at gnumerica.org Mon Apr 13 23:57:25 2009 From: carloz at gnumerica.org (carlo beschi) Date: Tue, 14 Apr 2009 08:57:25 +0200 Subject: [Vtigercrm-developers] [OT] 15 things to know about vtiger CRM In-Reply-To: <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> References: <49DF0CA9.7050004@gnumerica.org> <370368f40904101044p63aff34bn27d77cbb97e5e4b7@mail.gmail.com> Message-ID: <49E433D5.2080605@gnumerica.org> Hi Sreenivas, thank you very much for your comments and observations. I will add for sure something like "internal security" to the list. I'm also going to add a "completely multi-language" point. Possibly the list will grow to 20 points and I will re-publish it then. Thanks also for the translation hints. I will fix the english translation. As per comprehensive vs complex: my intent basically is to say "ok, vtiger CRM it's very user-frienldy, easy to learn, bla bla bla ... but actually if you really want to take full advantage of the sw, there's a number of things you must learn ..." (and this will be even more true with upcoming 5.1 :-)) Stay well, & keep up the great work, Carlo Sreenivas Kanumuru ha scritto: > Carlo, > > your list captures vtiger well. I would add security as one of the key > benefits as well. The multi-level role hierarchy is quite useful for > many organizations. > > Couple of translation corrections: > - hypertestuality - hyperlinks > - it is complex - it is comprehensive (i am assuming your intent is to > capture the broad capabilities in vtiger that can leverage by advanced > users) > > thanks, > Sreenivas > > On Fri, Apr 10, 2009 at 2:08 AM, carlo beschi > wrote: > > Hi all, > > based on my personal experience as a vtiger CRM user, consultant and > developer, I've written this small text. > > Any feedback is appreciated. > > It's been originally posted on our company's blog, here: > http://synthesisblog.com/2009/04/05/15-cose-da-sapere-su-vtiger-crm/ > > Thank you Flavia for translating it in English. > > Carlo Beschi (aka carloz) > > > --------- > > 15 things to know about vtiger CRM > > ? It is a software. Therefore, it is a tool. It supports human > intelligence but it can not replace it. > > ? It is opensource. Software's source code is available and any user > can read, re-use, modify it ? it is provided under Vtiger Public License > (an open source license which comes from Mozilla Public License). > > ? It is free. The official and full version of the software can be > freely downloaded from vtiger.com website. > Microsoft Office, Microsoft > Outlook, Mozilla Firefox and Mozilla Thunderbid plugins too are free. > Additional modules, plug-in and bridges to other platforms are freely > provided by commmunity developers on a dedicated web portal (vtiger > forge). > > ? It is stable. It is built on the Apache Mysql Php stack ? a webserver, > a database and a programming language which are recognized as > international standard. This kind of choice offers a solid and shared > development basis and makes vtiger CRM completely multi platform (vtiger > server can run both on Linux, Windows and Machintosh OS). > > ? It is client/server. It is possible to have a great number of clients > for each server installation. > > ? It is web-based. It allows working easily on a shared platform, > without the need to install anything on the workstations. People can > access it as it were a web site, using Mozilla Firefox, Internet > Explorer or any other browser. Moreover, vtiger CRM takes full advantage > of the power of the hypertestuality (I.e. links between pages and > entities). > > ? It is multi-user. Actually, users can be unlimited. There are no ties > either technical or linked to the license. Users can be one, ten or > hundred: each one with his username and password, and assigned to a role > and profile. It is possible to define access rules, which are specific > for any system entity. > > ? It is modular. The software provides 20 base modules ? Leads, > Accounts, Contacts, Proposals, Invoices, Calendars, Webmail are just > some of them. Each module can be fully customized. It is possible to > disable modules which user is not interested in and install new > additional modules. > > ? It is flexible. There are no many software on the market as easy to > re-design as vtiger CRM. Users can manage it accordingly to their own > needs. Most of changes and customizations (I.e. creation of new fields, > filters and custom reports) can be made directly through web interface, > by accessing the system with administrator privileges. > > ? It is beautiful. It is a really user friendly system; it is easy to > use, with a familiar and pleasant interface. > > ? It is complete. It is an operational, collaborative and (quite) > analytical CRM system. Modules and functionalities cover the entire sell > cycle from the leads acquisition to the post-selling customer support. > > ? It is easy to learn. A user who normally deals with a computer could > learn how to navigate among the modules and functionalities of the CRM > in just two hours. After one or two weeks he/she deals with it, he/she > can feel?at home! > > ? It is complex. The basic functionalities allow users to manage the > main CRM activities they could need. Anyway, it is just by learning how > to use advanced functions that we can take advantage of the full > potentials of the tool. > > ? It is reliable. Thousands of installations in production environments > all over the world. A development team consisting of 20 coders. A > network of official partners in all the main countries. Hundreds of > developers which work constantly every day in the international > community. This means: extended and accurate tests on the product, and > capability to intervene in order to correct bugs and eventual problems > almost in real time. > > ? It is not perfect. Although it is beautiful, reliable and complete, > vtiger CRM is not the perfect software, even if it is developing quickly > and it is improving itself every day. Code cleaning and documentation > are the most important things to arrange as soon as possible. > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com From jnaneshwar.bantanur at kavach.net Tue Apr 14 04:56:08 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:26:08 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E479D8.2040403@kavach.net> Hi All I am getting this error on my Home Page... Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1307 Please anybody help on the same. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/3c3efc75/attachment-0003.vcf From jnaneshwar.bantanur at kavach.net Tue Apr 14 04:59:09 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 17:29:09 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! Message-ID: <49E47A8D.7040802@kavach.net> Another Error ! When I open Dashboard page.I will get this error. Fatal error: Call to undefined function ImageTTFBBox() in /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 Any suggestion is appreciated. Thanks and regards Jnani -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/93ee04ae/attachment-0003.vcf From prasad at vtiger.com Tue Apr 14 05:09:35 2009 From: prasad at vtiger.com (Prasad) Date: Tue, 14 Apr 2009 17:39:35 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E47A8D.7040802@kavach.net> References: <49E47A8D.7040802@kavach.net> Message-ID: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Looks like GD (php extension) is not configured. Regards, Prasad vtiger Team On 4/14/09, Jnaneshwar Bantanur wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/5918459f/attachment-0003.html From jnaneshwar.bantanur at kavach.net Tue Apr 14 05:38:49 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 14 Apr 2009 18:08:49 +0530 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> Message-ID: <49E483D9.3050000@kavach.net> GD is already configured...! Prasad wrote: > Looks like GD (php extension) is not configured. > > Regards, > Prasad > vtiger Team > > On 4/14/09, *Jnaneshwar Bantanur* > wrote: > > Another Error ! > > When I open Dashboard page.I will get this error. > > > Fatal error: Call to undefined function ImageTTFBBox() in > > /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 > > Any suggestion is appreciated. > > Thanks and regards > Jnani > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- A non-text attachment was scrubbed... Name: jnaneshwar_bantanur.vcf Type: text/x-vcard Size: 356 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090414/c083a8d7/attachment-0003.vcf From joe at tsolucio.com Tue Apr 14 05:48:28 2009 From: joe at tsolucio.com (Joe Bordes) Date: Tue, 14 Apr 2009 14:48:28 +0200 Subject: [Vtigercrm-developers] Vtiger Error ! In-Reply-To: <49E483D9.3050000@kavach.net> References: <49E47A8D.7040802@kavach.net> <39d18b250904140509h63f054aer19e169fa500596ba@mail.gmail.com> <49E483D9.3050000@kavach.net> Message-ID: <49E4861C.10804@tsolucio.com> It's missing truetype font support Joe TSolucio Jnaneshwar Bantanur escribi?: > GD is already configured...! > > Prasad wrote: > >> Looks like GD (php extension) is not configured. >> >> Regards, >> Prasad >> vtiger Team >> >> On 4/14/09, *Jnaneshwar Bantanur* > > wrote: >> >> Another Error ! >> >> When I open Dashboard page.I will get this error. >> >> >> Fatal error: Call to undefined function ImageTTFBBox() in >> >> /var/www/localhost/htdocs/vtigercrm/Image/Canvas/GD.php on line 1244 >> >> Any suggestion is appreciated. >> >> Thanks and regards >> Jnani >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> >> >> ------------------------------------------------------------------------ >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com >> >> _______________________________________________ >> Reach hundreds of potential candidates - http://jobs.vtiger.com From amine.fe at gmail.com Wed Apr 15 13:03:58 2009 From: amine.fe at gmail.com (amine f) Date: Wed, 15 Apr 2009 21:03:58 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> Message-ID: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0003.html -------------- next part -------------- A non-text attachment was scrubbed... Name: ThomasMathiesen-vTiger.pdf Type: application/pdf Size: 2142285 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0006.pdf -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigercrmv5x.pdf Type: application/pdf Size: 3487531 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090415/55537742/attachment-0007.pdf From k.arun at itecscom.com Thu Apr 16 01:32:50 2009 From: k.arun at itecscom.com (Arun Kumar) Date: Thu, 16 Apr 2009 14:02:50 +0530 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <49E6ED32.7050903@itecscom.com> Hi, Thanks for your help got lot of information.But i will helpful if you sen the PDF in ENGLISH. Thanks, K.Arun astTECS.com amine f wrote: > Hi Bruce, > > I just read your mail and your needs. Vtiger can respnd to 90 % of > your needs without doing a major modifications. You'll find as append > file documentation in pdf format. I advise you this book: > http://www.lulu.com/content/1018014 > > If I can help you, I am here. > > Faithfully > Amine FELLAHI > Sirius NET > Web site: http://www.snet-dz.com > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/85982cb3/attachment-0003.html From jnaneshwar.bantanur at kavach.net Thu Apr 16 03:01:03 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Thu, 16 Apr 2009 15:31:03 +0530 Subject: [Vtigercrm-developers] Error user tries to open unassigned ticket. Message-ID: <49E701DF.1000309@kavach.net> Hi All I have a problem.Whenever a support staff opens a ticket which he has not been assigned.He gets this error screen.Can anybody help me on how to avoid this error. Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1637 Warning: Invalid argument supplied for foreach() in /var/www/localhost/htdocs/vtigercrm/include/utils/UserInfoUtil.php on line 1649 Thanks and regards Jnani From amine.fe at gmail.com Thu Apr 16 06:02:00 2009 From: amine.fe at gmail.com (amine f) Date: Thu, 16 Apr 2009 14:02:00 +0100 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49E6ED32.7050903@itecscom.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> Message-ID: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0003.html -------------- next part -------------- A non-text attachment was scrubbed... Name: vtigerCRMmanualv5.x-512-002-06.pdf Type: application/pdf Size: 4425790 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/d21a46c4/attachment-0003.pdf From daud.sweetland at googlemail.com Thu Apr 16 06:17:36 2009 From: daud.sweetland at googlemail.com (Daud Sweetland) Date: Thu, 16 Apr 2009 17:17:36 +0400 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> References: <74faab6a0904131023y382972dh26d8b67fa49e9b69@mail.gmail.com> <81fc01c9bc63$3ba73d90$0301a8c0@tmesa.com> <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> <49E6ED32.7050903@itecscom.com> <74faab6a0904160601h14a988e8h4611e866b148e3f9@mail.gmail.com> Message-ID: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090416/4d7461ef/attachment-0003.html From bedouglas at earthlink.net Thu Apr 16 06:44:59 2009 From: bedouglas at earthlink.net (bruce) Date: Thu, 16 Apr 2009 06:44:59 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <49e7300e.0e0f660a.4b61.fffffbc2@mx.google.com> Message-ID: <8c7d01c9be99$89bc1bd0$0301a8c0@tmesa.com> daud... ????? what file are you referring to... -----Original Message----- From: Daud Sweetland [mailto:daud.sweetland at googlemail.com] Sent: Thursday, April 16, 2009 6:18 AM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: RE: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi, Can I just suggest that it would be far better if possible to email links to large documents, rather than emailing 4 - 5Mb PDF files ! If you have no choice other than to send the file, please ONLY email to the people that have directly asked for them, rather than sending the email to everyone on the mailing list and filling their email boxes. Regards Daud From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of amine f Sent: 16 April 2009 17:02 To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi You'll find here vtiger CRM v5.x: User and Administration Manual (in english). Best regards Amine FELLAHI Web site: http://www.snet-dz.com No virus found in this incoming message. Checked by AVG - www.avg.com Version: 8.0.238 / Virus Database: 270.11.57/2060 - Release Date: 04/15/09 06:34:00 From ml at arceva.fr Thu Apr 16 16:15:59 2009 From: ml at arceva.fr (Fusioncore) Date: Fri, 17 Apr 2009 01:15:59 +0200 Subject: [Vtigercrm-developers] Customer portal translation Message-ID: <49E7BC2F.80206@arceva.fr> Hi I found a little problem with the customer portal translation with a svn version download yesterday In MySettings.php,, the language was block to en_us in this line : require_once("language/en_us.lang.php"); You can change it to : require_once("language/$default_language.lang.php"); Regards, Bruno From sebastian.schmitzdorff at hamburgnet.de Sun Apr 19 10:34:47 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Sun, 19 Apr 2009 19:34:47 +0200 Subject: [Vtigercrm-developers] account number in quote module (pdf export) Message-ID: <49EB60B7.7020304@hamburgnet.de> Hi, while playing with 5.1 val1 I noticed the following. When exporting a Quote to PDF it uses the $account_id variable for the account number. I expected it to print the account_no field from the account table instead. I wrote attached patch to add a new $account_no variable. The patch is created using todays svn checkout from http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/5.1/. 1.) add function getAccountNumber to include/utils/CommonUtils.php 2.) add $account_no variable include/InventoryPDF.php for invoice, quote and sales order. 3.) replace $account_id with $account_no in modules/Quotes/pdf_templates/header.php kind regards Sebastian -------------- next part -------------- An embedded and charset-unspecified text was scrubbed... Name: accountno.patch Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090419/f4468211/attachment-0003.pl From jnaneshwar.bantanur at kavach.net Tue Apr 21 00:25:01 2009 From: jnaneshwar.bantanur at kavach.net (Jnaneshwar Bantanur) Date: Tue, 21 Apr 2009 12:55:01 +0530 Subject: [Vtigercrm-developers] Eventum, Vtiger CRM and GLPI(Asset Tracker Tool) Integration. Message-ID: <49ED74CD.3060609@kavach.net> Hi Anybody tried to integrate Eventum,Vtigercrm and GLPI.If yes Please help me on the same. Regards Jnani From prasanth at aarthikaindia.com Tue Apr 21 06:07:22 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 21 Apr 2009 18:37:22 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed Message-ID: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090421/bf1c4311/attachment-0003.html From brett.hooker at roarz.com Tue Apr 21 08:38:11 2009 From: brett.hooker at roarz.com (Brett Hooker) Date: Wed, 22 Apr 2009 01:38:11 +1000 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> Message-ID: <49EDE863.9050204@roarz.com> Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre : Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre : Level 9, 12-13 Marine Parade Southport Qld 4215 /ROARZ will help you get your website up to date and keep it that way./ Prasanth wrote: > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I > need to get sales details of each dealer. Sales order needs to > generate upon a sale , there is no purchase order or quotes . Whether > these kind of shopping cart implementation is supported by Vtiger. If > there is any extension or support available for this pls send the > details. If its still available in the vtiger crm, pls tell how it can > be implemented > > Regards, > Prasanth > ------------------------------------------------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0003.html -------------- next part -------------- A non-text attachment was scrubbed... Name: brett-hooker.jpg Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0003.jpg -------------- next part -------------- A non-text attachment was scrubbed... Name: ROARZ-Logo-screen-154.png Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/b5368434/attachment-0003.png From prasanth at aarthikaindia.com Wed Apr 22 06:43:09 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Wed, 22 Apr 2009 19:13:09 +0530 Subject: [Vtigercrm-developers] CRM - Help Needed References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <026701c9c350$47a0a480$3000a8c0@rainconcertdomain.com> Hi Brett, Thank you very much for valuable information. It works great. Regards, Prasanth D ----- Original Message ----- From: Brett Hooker To: vtigercrm-developers at lists.vtigercrm.com Sent: Tuesday, April 21, 2009 9:08 PM Subject: Re: [Vtigercrm-developers] CRM - Help Needed Prasanth, We do this on a business by business basis, usually with Joomla extensions like VirtueMart. There isn't any pre-built integrations for you to tap into within vTiger, but all of the framework elements are there for you to implement your own. We've used both the SOAP APIs and the PHP APIs to do this work, choice being based on whether the CRM is remote (use SOAP) or in the same install (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick to the SOAP APIs. We usually follow one of these two models: 1) Just-in-Time (JIT) integration: When the order is raised in the shopping cart, push customer, product, order header, and order line detail to vTiger. In a "complete" implementation, we will create a Closed Won Potential, a Sales Order (linked to the Potential), and an Invoice (linked to the Sales Order) all against an Account based on the user in the shopping cart that raised the order. We'll also create both an Account and a Contact for the customer. In consumer sales environments, when you don't have a Company name for the Account, we just use the customers full name as the Account Name. In this model, we only push across the Products that are included on the order at the time the order is raised. That way, you don't need to synchronise or maintain the full product database in vTiger, you just populate it as you need to. The reason we include the Closed Won Potential in the integration, as that auto-populates the vTiger Dashboard with high level sales data based on the orders being placed through the shopping cart. That is like virtual-gold to managers; being able to just watch the vTiger dashboard and see the orders stacking up. 2) Real-Time (RT) integration: Hook into shopping cart code base to push product updates to vTiger real time. Hook into the user admin system to push customer/user updates to vTiger real time (for both Accounts and Contacts). Then, at the time the orders are raised in the shopping cart, we only need to push through the order header and order lines. We'd still do a Closed Won Potential, Sales Order, and Invoice to ensure all of the sales and accounting entities are created in vTiger. Sorry that this doesn't deal with Early Impact specifically, but hopefully sharing our approach helps. Thanks, Brett Phone 0404 067 421 www.roarz.com Phone: 1300 885 125 Fax: 07 3009 0648 ABN: 69 113 777 594 Capalaba Centre: Suite 2A, 26 Redland Bay Road Capalaba Qld 4157 Gold Coast Centre: Level 9, 12-13 Marine Parade Southport Qld 4215 ROARZ will help you get your website up to date and keep it that way. Prasanth wrote: Hi I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to get sales details of each dealer. Sales order needs to generate upon a sale , there is no purchase order or quotes . Whether these kind of shopping cart implementation is supported by Vtiger. If there is any extension or support available for this pls send the details. If its still available in the vtiger crm, pls tell how it can be implemented Regards, Prasanth ---------------------------------------------------------------------------- _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com ------------------------------------------------------------------------------ _______________________________________________ Reach hundreds of potential candidates - http://jobs.vtiger.com -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0003.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0003.jpe -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/3a41ffa1/attachment-0005.png From bedouglas at earthlink.net Wed Apr 22 07:17:13 2009 From: bedouglas at earthlink.net (bruce) Date: Wed, 22 Apr 2009 07:17:13 -0700 Subject: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods In-Reply-To: <74faab6a0904151303q6c725d3cpe230cbd488ee8d28@mail.gmail.com> Message-ID: <9fef01c9c355$08ee4800$0301a8c0@tmesa.com> Hi Amine (and anyone else!). I've looked over the user/dev docs.. i've looked at ripping apart the app. i could do it if i had the time. unfortunately, i've got 15 other apps that need my time as well. i'm looking to rip out a bunch of functionality (sub menus) as well as to add additional functionality. in order to keep the app as clean as possible, removing excess code is probably better, than simply setting a var somewhere that 'hides' the functionality. The key functionality tha ti need to implement, that as far as i can tell vTiger doesn't have, is the ability to allow a user to select/be assigned potentia leads/contacts from a list of contacts. I then want to allow the user, to have their own section of the app, where they get to work on the list of leads/contacts that they're responsible for. Using vTiger's approach of access rights/permissions allows for sharing of contacts/leads between users/groups/teams which is also required. here's an overview of my future setup: i have a group of colleges each college has a group of depts, which have classes each class has a faculty/prof so this gets me a list of faculty. i want the modified vTiger, to allow the user to select a college, dept, to then be able to select the faculty from the list of courses/faculty for the dept. this requires a separate menu/page within the vTiger horizontal nav bar. i also want to allow the user to then be able to work on the list of leads/contacts (faculty) within their own workspace. to some extent, this will be analogous to the display area for the lead/contact under the marketing tab. i also want to restrict the user to only work on the leads/contacts/faculty that are assigned to the user. there will also be a number of additional reports/data to be generated/displayed, but that's not a critical issue.. so... i need someone who can help me figure out the best way to get to where i can have this up/running, and interface with the other apps i'm working on... thanks -bruce -----Original Message----- From: amine f [mailto:amine.fe at gmail.com] Sent: Wednesday, April 15, 2009 1:04 PM To: vtigercrm-developers at lists.vtigercrm.com; bedouglas at earthlink.net Subject: Re: [Vtigercrm-developers] vtiger - development - need to work withsomeone on making changes/mods Hi Bruce, I just read your mail and your needs. Vtiger can respnd to 90 % of your needs without doing a major modifications. You'll find as append file documentation in pdf format. I advise you this book: http://www.lulu.com/content/1018014 If I can help you, I am here. Faithfully Amine FELLAHI Sirius NET Web site: http://www.snet-dz.com From prasad at vtiger.com Wed Apr 22 07:51:45 2009 From: prasad at vtiger.com (Prasad) Date: Wed, 22 Apr 2009 20:21:45 +0530 Subject: [Vtigercrm-developers] vtiger CRM 5.1.0 - 2nd validation build Message-ID: <39d18b250904220751j36f8dd68k6a6c1bde16df6840@mail.gmail.com> Dear members, vtiger CRM 5.1.0 - 2nd validation build is now available. http://www.vtiger.com/blogs/2009/04/22/vtiger-crm-510-2nd-validation-build/ We encourage community members to share hands for validating the product and report issues at http://trac.vtiger.com Please do not use the 5.1 validation build on your production server. Regards, Prasad vtiger Team -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090422/d6c28a62/attachment-0003.html From ben.molloy at pro-vigil.com Thu Apr 23 10:37:41 2009 From: ben.molloy at pro-vigil.com (Ben Molloy) Date: Thu, 23 Apr 2009 12:37:41 -0500 Subject: [Vtigercrm-developers] CRM - Help Needed In-Reply-To: <49EDE863.9050204@roarz.com> References: <007701c9c282$1d44b970$3000a8c0@rainconcertdomain.com> <49EDE863.9050204@roarz.com> Message-ID: <8abf78790904231037k7286bf06vf67ea9fe8c8d55e2@mail.gmail.com> Brett, Do you guys do this type of integration for Magento as well? Regards, Ben Molloy | VP - Business Growth & Development Pro-Vigil, Inc. | www.pro-vigil.com E-mail: ben.molloy at pro-vigil.com (preferred method of contact) Toll Free: 866.616.1318 Direct: 210.858.1115 Fax: 866.616.1319 ......................................................................... 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On Tue, Apr 21, 2009 at 10:38 AM, Brett Hooker wrote: > Prasanth, > > We do this on a business by business basis, usually with Joomla extensions > like VirtueMart. > > There isn't any pre-built integrations for you to tap into within vTiger, > but all of the framework elements are there for you to implement your own. > > We've used both the SOAP APIs and the PHP APIs to do this work, choice > being based on whether the CRM is remote (use SOAP) or in the same install > (use PHP APIs). Given that Early Impact is ASP based, you'll probably stick > to the SOAP APIs. > > We usually follow one of these two models: > > 1) Just-in-Time (JIT) integration: When the order is raised in the shopping > cart, push customer, product, order header, and order line detail to > vTiger. In a "complete" implementation, we will create a Closed Won > Potential, a Sales Order (linked to the Potential), and an Invoice (linked > to the Sales Order) all against an Account based on the user in the shopping > cart that raised the order. We'll also create both an Account and a Contact > for the customer. In consumer sales environments, when you don't have a > Company name for the Account, we just use the customers full name as the > Account Name. In this model, we only push across the Products that are > included on the order at the time the order is raised. That way, you don't > need to synchronise or maintain the full product database in vTiger, you > just populate it as you need to. The reason we include the Closed Won > Potential in the integration, as that auto-populates the vTiger Dashboard > with high level sales data based on the orders being placed through the > shopping cart. That is like virtual-gold to managers; being able to just > watch the vTiger dashboard and see the orders stacking up. > > 2) Real-Time (RT) integration: Hook into shopping cart code base to push > product updates to vTiger real time. Hook into the user admin system to > push customer/user updates to vTiger real time (for both Accounts and > Contacts). Then, at the time the orders are raised in the shopping cart, we > only need to push through the order header and order lines. We'd still do a > Closed Won Potential, Sales Order, and Invoice to ensure all of the sales > and accounting entities are created in vTiger. > > Sorry that this doesn't deal with Early Impact specifically, but hopefully > sharing our approach helps. > > > Thanks, > Brett > Phone 0404 067 421 > > > > www.roarz.com Phone: 1300 885 125 Fax: 07 > 3009 0648 ABN: 69 113 777 594 > Capalaba Centre : Suite 2A, 26 Redland Bay > Road Capalaba Qld 4157 > Gold Coast Centre : Level 9, 12-13 Marine Parade > Southport Qld 4215 > *ROARZ will help you get your website up to date and keep it that way.* > > > Prasanth wrote: > > > > > Hi > > I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to > get sales details of each dealer. Sales order needs to generate upon a sale > , there is no purchase order or quotes . Whether these kind of shopping cart > implementation is supported by Vtiger. If there is any extension or support > available for this pls send the details. If its still available in the > vtiger crm, pls tell how it can be implemented > > Regards, > Prasanth > > ------------------------------ > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0003.html -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/png Size: 11398 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0005.png -------------- next part -------------- A non-text attachment was scrubbed... Name: not available Type: image/jpeg Size: 1532 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090423/f1a28e8b/attachment-0003.jpe From stephen at efronteras.com Fri Apr 24 08:31:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 11:31:34 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table Message-ID: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Can someone point me in the right direction. I want to add a date field to the product records for quotes/invoices. I know how to add a regular custom field. I'm a little unsure about this though. Any advise would be greatly appreciated. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen -------------- next part -------------- A non-text attachment was scrubbed... Name: products.jpg Type: image/jpeg Size: 31801 bytes Desc: not available Url : http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090424/9f278652/attachment-0003.jpg From stephen at efronteras.com Fri Apr 24 14:33:23 2009 From: stephen at efronteras.com (Stephen Mack) Date: Fri, 24 Apr 2009 17:33:23 -0400 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> Message-ID: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Ok I finally found the table "vtiger_inventoryproductrel" this table seems like it is used in a lot of places throughout the system. Does anyone have an experience with this? I may just re-purpose the comments field using it to store the date. Thoughts, comments? -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack wrote: > Can someone point me in the right direction. ?I want to add a date > field to the product records for quotes/invoices. ?I know how to add a > regular custom field. ?I'm a little unsure about this though. > > Any advise would be greatly appreciated. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From prasad at vtiger.com Fri Apr 24 23:07:17 2009 From: prasad at vtiger.com (Prasad) Date: Sat, 25 Apr 2009 11:37:17 +0530 Subject: [Vtigercrm-developers] Adding a custom field to the quote | products table In-Reply-To: <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> References: <10701a710904240831s3041e487qd9b211e7446677da@mail.gmail.com> <10701a710904241433j11567ca1s9c632f46a3ed5d9f@mail.gmail.com> Message-ID: <39d18b250904242307h77c70795m57d8409d83fd58f5@mail.gmail.com> Stephen, The line-item (product) details are stored in vtiger_inventoryproductrel that is added to Quotes, SO, PO, Invocie. Regards, Prasad vtiger Team On 4/25/09, Stephen Mack wrote: > > Ok I finally found the table "vtiger_inventoryproductrel" this table > seems like it is used in a lot of places throughout the system. Does > anyone have an experience with this? I may just re-purpose the > comments field using it to store the date. > > Thoughts, comments? > > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > > On Fri, Apr 24, 2009 at 11:31 AM, Stephen Mack > wrote: > > Can someone point me in the right direction. I want to add a date > > field to the product records for quotes/invoices. I know how to add a > > regular custom field. I'm a little unsure about this though. > > > > Any advise would be greatly appreciated. > > > > -- Stephen Mack > > Gerente de Ventas y Marketing > > Escuela Fronteras > > www.eFronteras.com > > skype: eFronteras.Stephen > > > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090425/ab36f9ea/attachment-0003.html From db at klopfer.com Mon Apr 27 02:35:17 2009 From: db at klopfer.com (=?UTF-8?Q?Daniel=20B=C3=B6hmer?=) Date: Mon, 27 Apr 2009 11:35:17 +0200 Subject: [Vtigercrm-developers] Fwd: Getting vtiger working with our company / development possible Message-ID: <49F59875020000280000179F@archiv.klopfer-gmbh.de> Hello everyone, last Friday I sent a message to this mailing list but obviously the subscribtion failed and now I received a message saying my mail is held until a moderator accepts it. In the meantime I have succeded the subscription process and post the message again. The old post has been canceled. Kind regards Daniel B?hmer -------------- next part -------------- An embedded message was scrubbed... From: "=?UTF-8?Q?Daniel=20B=C3=B6hmer?=" Subject: Fwd: Getting vtiger working with our company / development possible Date: Fri, 24 Apr 2009 15:13:22 +0200 Size: 3517 Url: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090427/45051bca/attachment-0003.mht From bedouglas at earthlink.net Mon Apr 27 10:07:13 2009 From: bedouglas at earthlink.net (bruce) Date: Mon, 27 Apr 2009 10:07:13 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From prasanth at aarthikaindia.com Tue Apr 28 06:04:33 2009 From: prasanth at aarthikaindia.com (Prasanth) Date: Tue, 28 Apr 2009 18:34:33 +0530 Subject: [Vtigercrm-developers] Help Needed Message-ID: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Hi All I need to insert the product details from shopping cart to CRM. I have inserted values to vtiger_crmentity, vtiger_products, vtiger_productcf tables. But while creating an invoice the newly added product name is not coming in the pop up window for selecting the products. Is there any table need to be updated for this Pls help. Regards, Prasanth D -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/b0dc1bfc/attachment-0003.html From bedouglas at earthlink.net Tue Apr 28 06:18:48 2009 From: bedouglas at earthlink.net (bruce) Date: Tue, 28 Apr 2009 06:18:48 -0700 Subject: [Vtigercrm-developers] IM/Chat/Forum integration Message-ID: Hi... Has anyone goat a fork of vTiger what integrates an IM/Chat, or/and a Forum function within vTiger. Also, is there a wiki kind of plugin/integration. Here's why I'm asking. I'm envisioning having a number of people in different locations using/accessing a rippied apart vTiger. However, I'm assuming that the users will have varying levels of experience, and so I'm thinking that some sort of chat/IM function would/could be useful to allow the users to tak together as required. Users would be able to share thoughts, exchange information, post/solve issues, etc... So the IM/Chat function would allow a user within vTgier to talk to other users of my vTiger app... The Forum app would play a similar role, except that it has more of a persistence. The wiki would be used for more static/persistent information... Thoughts/comments... thanks -bruce From dfar2008 at gmail.com Tue Apr 28 06:19:39 2009 From: dfar2008 at gmail.com (ding jianting) Date: Tue, 28 Apr 2009 21:19:39 +0800 Subject: [Vtigercrm-developers] Help Needed In-Reply-To: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> References: <00ce01c9c801$e30cf710$3000a8c0@rainconcertdomain.com> Message-ID: Hi, Pls execute sql : "SELECT vtiger_crmentity.crmid, vtiger_crmentity.description, vtiger_products.*, vtiger_productcf.* FROM vtiger_products INNER JOIN vtiger_crmentity ON vtiger_crmentity.crmid = vtiger_products.productid INNER JOIN vtiger_productcf ON vtiger_products.productid = vtiger_productcf.productid LEFT JOIN vtiger_vendor ON vtiger_vendor.vendorid = vtiger_products.vendor_id LEFT JOIN vtiger_users ON vtiger_users.id = vtiger_products.handler" and check product records from shopping cart. On Tue, Apr 28, 2009 at 9:04 PM, Prasanth wrote: > Hi All > > I need to insert the product details from shopping cart to CRM. I have > inserted values to > vtiger_crmentity > , > vtiger_products > , > vtiger_productcf > tables. > But while creating an invoice the newly added product name is not coming in > the pop up window for selecting the products. > Is there any table need to be updated for this > Pls help. > > Regards, > Prasanth D > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- ________________________________________ ????CRM ?? ???????????????631????? ???021-64876448 ??:021-64876441 ???(0)13701696656 Email:dfar2008 at gmail.com ----------------------------------------------------------------------- -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090428/8c114402/attachment-0003.html From stephen at efronteras.com Wed Apr 29 08:15:34 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:15:34 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" Message-ID: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> It seems like I should have figured this out already... :( I would like to use the "Modify Time" from a quote on the PDF. I can't find where the "Create time" & "Modify time" are stored for a quote. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen From stephen at efronteras.com Wed Apr 29 08:33:37 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:33:37 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Hummm... can someone confirm that this is the information is correct. I think it is... SELECT * FROM `vtiger_quotes` LEFT JOIN `vtiger_crmentity` ON `quoteid` = `crmid` WHERE 1 -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. ?I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > From sebastian.schmitzdorff at hamburgnet.de Wed Apr 29 08:35:20 2009 From: sebastian.schmitzdorff at hamburgnet.de (Sebastian Schmitzdorff) Date: Wed, 29 Apr 2009 17:35:20 +0200 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> Message-ID: <49F873B8.4090200@hamburgnet.de> Stephen, I was wondering the same thing. I've been searching in the database table and the php code for over an hor and couldn't find it. Anyone else here that can give us a hint here? cheers sebastian Stephen Mack schrieb: > It seems like I should have figured this out already... :( > > I would like to use the "Modify Time" from a quote on the PDF. I > can't find where the "Create time" & "Modify time" are stored for a > quote. > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -- Sebastian Schmitzdorff Managing Director Hamburgnet Kottwitzstrasse 49 D-20253 Hamburg fon: +49 40 736 72-322 fax: +49 40 736 72-321 Ust-IdNr. DE256504490 http://www.hamburgnet.de From stephen at efronteras.com Wed Apr 29 08:52:02 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 11:52:02 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> Message-ID: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Hi everyone and Sebastian, Ok I also found out that the function... retrieve_entity_info($_REQUEST['record'],"Quotes"); ...also retrieves the information. It's accessible in the column_fields variable. $modified_date = $focus->column_fields["modifiedtime"]; -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: > Hummm... can someone confirm that this is the information is correct. > I think it is... > > SELECT * > FROM ?`vtiger_quotes` > LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` > WHERE 1 > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >> It seems like I should have figured this out already... :( >> >> I would like to use the "Modify Time" from a quote on the PDF. ?I >> can't find where the "Create time" & "Modify time" are stored for a >> quote. >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> > From stephen at efronteras.com Wed Apr 29 09:39:41 2009 From: stephen at efronteras.com (Stephen Mack) Date: Wed, 29 Apr 2009 12:39:41 -0400 Subject: [Vtigercrm-developers] Access to "Create time" & "Modify time" In-Reply-To: <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> References: <10701a710904290815t77fe18bal1b92a61849ca4a1a@mail.gmail.com> <10701a710904290833v179f3092kdca4079b232e164d@mail.gmail.com> <10701a710904290852r1a4853deo142dc91a0a2f28d2@mail.gmail.com> Message-ID: <10701a710904290939o51090f37pebe40e5560b10162@mail.gmail.com> Just to close the loop, here is everything 1) Call the built-in function in data\CRMEntity.php retrieve_entity_info($_REQUEST['record'],"Quotes") 2) The information is now stored in the variable $column_fields $focus->column_fields["modifiedtime"] 3) Format the output. You need to convert the string to an integer and format it as you like. date("d M Y", strtotime($focus->column_fields["modifiedtime"])) If I'm wrong someone can correct me please. -- Stephen Mack Gerente de Ventas y Marketing Escuela Fronteras www.eFronteras.com skype: eFronteras.Stephen On Wed, Apr 29, 2009 at 11:52 AM, Stephen Mack wrote: > Hi everyone and Sebastian, > > Ok I also found out that the function... > retrieve_entity_info($_REQUEST['record'],"Quotes"); > > ...also retrieves the information. ?It's accessible in the > column_fields variable. > > $modified_date = $focus->column_fields["modifiedtime"]; > > -- Stephen Mack > Gerente de Ventas y Marketing > Escuela Fronteras > www.eFronteras.com > skype: eFronteras.Stephen > > > > On Wed, Apr 29, 2009 at 11:33 AM, Stephen Mack wrote: >> Hummm... can someone confirm that this is the information is correct. >> I think it is... >> >> SELECT * >> FROM ?`vtiger_quotes` >> LEFT JOIN ?`vtiger_crmentity` ON ?`quoteid` = ?`crmid` >> WHERE 1 >> >> -- Stephen Mack >> Gerente de Ventas y Marketing >> Escuela Fronteras >> www.eFronteras.com >> skype: eFronteras.Stephen >> >> >> >> On Wed, Apr 29, 2009 at 11:15 AM, Stephen Mack wrote: >>> It seems like I should have figured this out already... :( >>> >>> I would like to use the "Modify Time" from a quote on the PDF. ?I >>> can't find where the "Create time" & "Modify time" are stored for a >>> quote. >>> >>> -- Stephen Mack >>> Gerente de Ventas y Marketing >>> Escuela Fronteras >>> www.eFronteras.com >>> skype: eFronteras.Stephen >>> >> > From ml at arceva.fr Wed Apr 29 15:46:57 2009 From: ml at arceva.fr (Fusioncore) Date: Thu, 30 Apr 2009 00:46:57 +0200 Subject: [Vtigercrm-developers] customer portal enhancement Message-ID: <49F8D8E1.5040409@arceva.fr> Hi I work on the 510 val2 customer portal. I add some file to export sales order in customer portal but I don't know where I can add a label in the tabs It will be dynamic but I don't have any result on my search Can anyone will help me ? Thanks, Bruno From ml at arceva.fr Thu Apr 30 07:39:36 2009 From: ml at arceva.fr (fusioncore) Date: Thu, 30 Apr 2009 16:39:36 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F8D8E1.5040409@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> Message-ID: <49F9B828.7050001@arceva.fr> Hi Nobody can help me ? Thanks, Bruno Fusioncore a ?crit : > Hi > I work on the 510 val2 customer portal. I add some file to export sales > order in customer portal but I don't know where I can add a label in the > tabs > It will be dynamic but I don't have any result on my search > Can anyone will help me ? > > Thanks, > Bruno > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > From akos.palfi at gmail.com Thu Apr 30 12:04:33 2009 From: akos.palfi at gmail.com (=?ISO-8859-1?Q?=C1kos_P=E1lfi?=) Date: Thu, 30 Apr 2009 21:04:33 +0200 Subject: [Vtigercrm-developers] customer portal enhancement In-Reply-To: <49F9B828.7050001@arceva.fr> References: <49F8D8E1.5040409@arceva.fr> <49F9B828.7050001@arceva.fr> Message-ID: <1a693caf0904301204s35d5ef43hc679fe8453d1c050@mail.gmail.com> Hello, It's in Smarty->templates->Inventory->InventoryActions.tpl. Hope it helps. Regards, Akos Palfi 2009/4/30 fusioncore > Hi > Nobody can help me ? > > Thanks, > Bruno > > Fusioncore a ?crit : > > Hi > > I work on the 510 val2 customer portal. I add some file to export sales > > order in customer portal but I don't know where I can add a label in the > > tabs > > It will be dynamic but I don't have any result on my search > > Can anyone will help me ? > > > > Thanks, > > Bruno > > _______________________________________________ > > Reach hundreds of potential candidates - http://jobs.vtiger.com > > > _______________________________________________ > Reach hundreds of potential candidates - http://jobs.vtiger.com > -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20090430/cd8ed761/attachment-0003.html