[Vtigercrm-developers] cross-filtering modules

Mon Apr 16 22:55:55 PDT 2012

Hi Conrado, I'm not sure if I'm on the same planet with your idea. Could you please open it a little.

Best regards
Kimmo Paulaharju

From: vtigercirm-developers-bounces at lists.vtigercrm.com [mailto:vtigercrm-developers-bounces at lists.vtigercrm.com] On Behalf Of MAGGI Conrado RE-INGENIA
Sent: 16. huhtikuuta 2012 16:47
To: vtigercrm-developers at lists.vtigercrm.com
Subject: Re: [Vtigercrm-developers] cross-filtering modules

Hi,

Have you try insert the lead, contact or Account ID in the report in the table campaignleadrel, vtiger_campaigncontrel, vtiger_campaignaccountrel? You need to check the entity type first.

I think the best thing would be to create a campaign and then with that ID related the contacts to that campaign. I can help you with this part.

Best regards,
Conrado Maggi
(re)ingenia Soluciones
Tel: (011) 2054.6296
Cel: (011) 15.4973.8784
www.reingenia.com.ar<http://www.reingenia.com.ar>

On 04/16/2012 07:40 AM, Paulaharju, Kimmo wrote:

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> [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<mailto: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><mailto:conrado at reingenia.com.ar>

Subject: Re: [Vtigercrm-developers] cross-filtering modules

To: vtigercrm-developers at lists.vtigercrm.com<mailto:vtigercrm-developers at lists.vtigercrm.com>

Message-ID: <4F8875BF.9020807 at reingenia.com.ar><mailto: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

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