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

Rodrigo Souza rodrigo at hostplan.com.br
Tue Aug 19 13:42:10 GMT 2014


+1

Atte,
*Rodrigo Souza de Oliveira*

*Consultor de TI *Hostplan Informática Ltda
Telefones: (21) 9-8153-5287
website: www.hostplan.com.br
e-mail/msn: rodrigo at hostplan.com.br



2014-08-19 10:32 GMT-03:00 SIAM Translations <info at siam-translations.com>:

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