[Vtigercrm-developers] cross-filtering modules

[Mark]

Hi There,

We just had the exact same requirement for a client. As a short term fix we
simply added a Send mail button to potentials.

However, In the near future we will look into adding an "Actions" Drop down,
above reports.

The basic concept is to do a report, then select and action from the drop
down eg. Send email, add to campaign etc.

If this sounds interesting to anyone, I'd like to invite your feedback so we
can cover all a range of actions with this feature addition, maybe once
we've implemented it the vtiger team could consider adding it to the core
system? 

Regards
Mark Kostner

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Message: 1
Date: Fri, 13 Apr 2012 15:51:43 -0300
From: MAGGI Conrado RE-INGENIA <conrado at reingenia.com.ar>
Subject: Re: [Vtigercrm-developers] cross-filtering modules
To: vtigercrm-developers at lists.vtigercrm.com
Message-ID: <4F8875BF.9020807 at reingenia.com.ar>
Content-Type: text/plain; charset="iso-8859-1"

Kimmo,

Hi. We are facing the same situation here. I havent star working on that but
instead of send the email form the reports we would like to try to related
the reports results to an existing campaign.

Have you try that? Is even possible?

Thanks,

Best Regards,

Conrado


On 04/13/2012 03:56 AM, Paulaharju, Kimmo wrote:
>
> Hi, we have a need for cross filtering between modules, e.g. want to 
> make a campaign for contacts who have bought a certain product. The 
> way we try to solve this is to modify reports to send e-mail. Has 
> anybody met similar needs and found other solution.
>
> Kimmo Paulaharju
>
> University of Applied Sciences
>
> Vaasa
>
> Finland
>
>
>
> _______________________________________________
> http://www.vtiger.com/
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