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

[Prasad]

Thanks.

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On Thu, Aug 21, 2014 at 3:58 PM, Holbok István <holbok at gmail.com> wrote:

>  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> 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>
>> <holbok at gmail.com>  Válaszcím: holbok at gmail.com  Címzett:
>> vtigercrm-developers at lists.vtigercrm.com
>> <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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