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

SIAM Translations info at siam-translations.com
Tue Aug 19 13:32:10 GMT 2014


+1



On Tue, Aug 19, 2014 at 7:10 PM, Holbok István <holbok at gmail.com> wrote:

>  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
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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