[Vtigercrm-developers] Missing possibility to create lists using related modules data - vtiger 6.1 SVN 14212

Holbok István holbok at gmail.com
Tue Aug 19 12:10:25 GMT 2014


Dear vtiger Team,

It is*one of the most important* missing feature of vtiger CRM since 5.x 
version.

The screen shoots were recorded in a fresh install of latest vtiger CRM 
6.1 beta SVN 14212.
Link: 
index.php?module=Campaigns&relatedModule=Contacts&view=Detail&record=70&mode=showRelatedList&tab_label=Contacts

If you will really use a CRM, then you will collect enough data in 
Product and Services modules also.
You can store the basic data: Contact1 purchased the Product1 and signed 
for the Service1.
In the Contact related list you will see the fact, e.g that contact 
related to the Product1. And other side in the Product1 related list you 
will see the Contact1.

But: if you want to do a campaign for the marketing segment "Buyers of 
Product1" *there is no possibility to create list of Contacts who 
purchased Product1* (only manual clicking one by one).

This missing important feature can be workaround by creating a custom 
field e.g. in Contacts module for every *Products *and *Service *and 
filtering Contacts by this custom field data (it was used by several 
clients of mine, who works with CRM on a daily basis), but I think it is 
unnecessary and is not a nice approach.

The only missing feature is a possibility to generate a query using 
related module data, e.g. Contacts -> Products or Contacts -> Service, 
or other such relation.
The query command in pseudo programming language will be: *Please select 
Contacts who are related to the Products1* or *Select Organizations who 
are related to the Opportunity4* or *Select Contacts who are not related 
any of the Products* etc.
The right place of this possibility/feature is the *Creating new View* 
of the module. If the view is created using the related module data, 
then the Campaign can it use by Select to Load List.




Please consider this missing very, very important feature and include it 
to the vtiger 6.1 stable release.

If the vtiger user will able to create such type of lists described 
above, then the real marketing segmentation can work and usability of a 
CRM increased to the highest level.



Kindest regards:
Istvan

-- 
üdvözlettel:

*Holbok István*

+3670-342-0900
*e-mail:* holbok at gmail.com
*SkyPe:* holboki

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