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

[Holbok István]

Dear Prasad and Rishab,

I am curious to know your opinions about the letter below and this.
The issue is partly resolved in the new Workflow engine that can use the 
related module data to create and do a Task.
But Workflow engine cannot create lists for example in the Campaign 
module to use different marketing purpose.

I know and used some time a SugarCRM 4.5 fork called MarketingEngineer 
(it was developed by a Hungarian marketing man and a programmer in 2008 
- 2009).
This MarketingEngineer was very very good on list creation using related 
module data and other custom parameters, using GUI similar to the todays 
vtiger 6.x Customview creation GUI.
And the List membership could be change by hand or by automated action 
using Workflow engine.
It means, for example, *sales state* or other field was changed and the 
Contacts was removed from the List1 (= Campaign 1) and added to the 
List2 (= Campaign 2) by workflow.
And this change also could trigger other workflows to run.
Or the Contact purchased the Service X and this Contact (after relating 
Service X to the Contact) was automatically removed from Campaign to 
sale Service X and was added to the Campaign to sale the next level of 
services by workflow.

vtiger now is not too far from this possibility.

Kindest regards:
Istvan


-------- Eredeti üzenet --------
Tárgy: 	Missing possibility to create lists using related modules data - 
vtiger 6.1 SVN 14212
Dátum: 	Tue, 19 Aug 2014 14:10:25 +0200
Feladó: 	Holbok István <holbok at gmail.com>
Válaszcím: 	holbok at gmail.com
Címzett: 	vtigercrm-developers at lists.vtigercrm.com 
<vtigercrm-developers at lists.vtigercrm.com>



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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