[Vtigercrm-developers] 6.0 Functionality Comments

Prasad prasad at vtiger.com
Thu Nov 1 22:10:05 PDT 2012


Doug,

Thank you for sharing the feedback, our UX team will review the highlighted
points and update you.

Regards,
Prasad

On Fri, Nov 2, 2012 at 12:48 AM, Doug <sailsfast at gmail.com> wrote:

> Don't know if you want to put these in Trac yet, they are functionality
> issues rather than bugs.
>
> Won't know a lot until migrate a copy of our 5.4 and attempt to use it
> full up....
>
> Straight away...
>
> Under Leads and Contacts...
> The "Add Event" button is buried under "more" which is too many clicks for
> the most used function.  Every lead gets at least 1 "call" event added
> before it gets converted.  Too many clicks.
>
> Under Calender- Add event...
> 1) The functionality of adding a "follow up" event is gone.  We use that
> in most, 70% or more, of our closed event entries.
>
> 2) Recurrence needs to be more robust.  Monthly, does that mean the 1
> tuesday every month or on the 1st every month?
>
> 3) no way to do multiple leads or contacts as attendees
>
> 4) the start time for the event is 4 hours later than the current time.
> Particularly for a "Call" event the start time should be the current time.
> (I would, do have to change that every time I place a call)
>
> 5) It would be nice to have a "NOW" button that would place the current
> time in the end field for a call.
>
> 6) Sharing might fix this but no way to add another user to an event, ie.
> assign a service tech to a sales call I have created and going on myself.
>
>
>
> On Wed, Oct 31, 2012 at 5:17 PM, Prasad <prasad at vtiger.com> wrote:
>
>> Today we reached an important milestone on the road to Vtiger CRM 6 - we
>> are pleased to announce the
>> early access of source code for our developer community to enable
>> extension development and contributions on the new platform.
>>
>> SVN: http://trac.vtiger.com/svn/vtiger/vtigercrm/branches/6.0.0
>>
>> Our primary goals with Vtiger CRM 6 are the following:
>>
>>    1. Make Vtiger easier to use (UX)
>>    2. Make Vtiger easier to develop for.
>>
>> *A long journey*
>>
>> We started work on Vtiger 6 over 8 months ago. On the UI end we worked
>> off a fresh slate and arrived at the current design
>> after several iterations and the continuous process of collecting and
>> integrating feedback. We then shifted our focus to new libraries,
>> and refactored some of the server side code to provide a clean interface
>> for the front-end code.
>>
>> After more than 10,000 hours of work, we are thrilled to finally release
>> the code that we've been working on
>> for your feedback and use in your extension development.
>>
>> *A brand new UI*
>>
>> With Vtiger CRM 6, improving usability was our main goal. Completely new
>> front-end code has been written from ground up using new libraries
>> (Bootstrap, jQuery...). The new UI aims to provide a better user
>> experience, while simultaneously making future development for Vtiger
>> easier.
>> Developers will, for example, find that it is now quite easy to add new
>> layouts and skins.
>>
>> *New features*
>>
>> On the journey to a better UI, we added some features to improve user
>> experience:
>>
>>    1. Module level dashboards
>>    2. History widget in the dashboard showing recent actions in the CRM
>>    (updates and comments)
>>    3. Summary views added to offer useful information at a quick glance
>>    (in Leads, Contacts, Opportunities, Projects and more modules)
>>
>> *Key improvements for developers*
>>
>>    1. New UI follows the MVC model, which is easier to maintain
>>    2. Simpler folder structure (easy to follow the code)
>>    3. Simpler structure for Language files
>>    4. Simpler structure for Themes (layouts) and Skins (colors)
>>
>> Please refer to the following developer guide for more details.
>>
>> Developer Guide:
>> https://wiki.vtiger.com/index.php/Vtiger_6_Developer_Guide
>>
>> *The road ahead*
>>
>> The following areas are yet to be completed in the new UI
>>
>>    1. All Settings pages
>>    2. Calendar sharing, Report Charts, and some minor features
>>    3. Mail Manager
>>    4. Dashboard widget for showing custom filters
>>
>> We plan to release the complete UI overhaul around the end of the year.
>>
>> *We need your help!*
>>
>> To ensure the successful release of Vtiger CRM 6, we need your help to:
>>
>>    - Port extensions to Vtiger 6.
>>    - Test for gaps in security
>>    - Validate Vtiger 6 (keep us posted on issues you notice (trac -
>>    please mark the version as 6.0 ea.))
>>
>> We plan to have all extensions working with Vtiger CRM 6 by the time of
>> the GA release.
>> Receiving early feedback on porting issues will help us ensure that a
>> strategy and process is in place to make this happen.
>> We really look forward to working with you in the coming weeks to help
>> make the public release Vtiger 6 a tremendous success.
>>
>> Warmest Regards,
>> The Vtiger Team
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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