[Vtigercrm-developers] cross-filtering modules

[Paulaharju, Kimmo]

We have also made a temporary fix by adding Send mail function to Reports a.k.a  we make a report filtering the needed modules with e-mail address and send e-mails based on the report. But the best alternative should be filtering two modules under Campaigns. Have not yet figured out how to do this.

Regards

k.p. 

-----Original Message-----
From: vtigercrm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of Mark
Sent: 15. huhtikuuta 2012 12:54
To: vtigercrm-developers at lists.vtigercrm.com
Subject: Re: [Vtigercrm-developers] cross-filtering modules

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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