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

[Holbok István]

Created:

http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8187

Regards: Istvan

2014.08.21. 11:25 keltezéssel, Prasad írta:
> Istvan,
>
> We are close to development freeze on 6.1.0
>
> Workflow could fall short in creating the list for campaign 
> automatically - there would be
> several other factors involved and metrics to be considered.
>
> Please file the enhancement  request on trac with use-case,
> so we can nail the requirements down and generalize.
>
> Regards,
> Prasad
>
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>
> On Thu, Aug 21, 2014 at 2:43 PM, Holbok István <holbok at gmail.com 
> <mailto:holbok at gmail.com>> wrote:
>
>     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> <mailto:holbok at gmail.com>
>     Válaszcím: 	holbok at gmail.com <mailto:holbok at gmail.com>
>     Címzett: 	vtigercrm-developers at lists.vtigercrm.com
>     <mailto:vtigercrm-developers at lists.vtigercrm.com>
>     <vtigercrm-developers at lists.vtigercrm.com>
>     <mailto: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 <mailto:holbok at gmail.com>
>     *SkyPe:* holboki
>
>
>
>
>


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