[Vtigercrm-developers] Customer Portal

Thu Sep 4 08:24:13 GMT 2014

Błażej,

Thanks for the update. As customer portal interfaces with customer directly
many would prefer to have it integrated with website - however the choice
of CMS would also vary.

We are aiming to build a portal adaptable and not arrive at an intermediate
fix,
so it meets business having common use-case.

Regards,
Prasad

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On Thu, Sep 4, 2014 at 1:04 PM, Pabiszczak, Błażej <b.pabiszczak at opensaas.pl
> wrote:

> Prasad,
>
>
>
> I think that slowly our paths are torn apart, because of having different
> business attitude and because we significantly change processes within the
> system itself. Additionally, looking at some functions within the system -
> they are low versions of actual processes. So knowing the life, even if you
> fix the customer portal, which will be published in 6 months time the
> earliest, this version will also be too narrow and too reduced in
> comparison to what we need. That means:
>
>
> 1. Lack of possibilities to assign different profiles to different
> customers
>
> 2. Lack of possibilities to assign permissions on different levels to
> records depending on Organizations’ hierarchy
>
> 3. Security matters (e.g. password encryption, defense against “brutal
> force” attacks) and, in our case, adding an additional security layer.
>
>
> Actually, we will surely modify logics, we will separate the
> administrative panel from the CRM system and create an independent tool
> (just like in Joomla) and we will give possibilities to set the CRM system
> in modes (client, server) where the customer mode will not have a
> configuration panel at all. Customer mode will be managed from the main
> server and it will be possible to make it available for customers in the
> CRM system.
>
>
> Z poważaniem / Regards
> Błażej Pabiszczak
> M: +48.884999123
> E: b.pabiszczak at opensaas.pl
>
>
> 2014-09-03 11:36 GMT+02:00 Prasad <prasad at vtiger.com>:
>
>>  Błażej,
>>
>> I was glad to receive this response. Would you mind putting down the
>> different business
>> requirements you went through with respect to portal it would be good to
>> record and review it.
>>
>> Regards,
>> Prasad
>>
>> *Connect with us on: *Twitter <http://twitter.com/vtigercrm> *I* Facebook
>> <http://www.facebook.com/pages/vtiger/226866697333578?sk=wall> *I* Blog
>> <https://blogs.vtiger.com/>* I* Wiki
>> <http://wiki.vtiger.com/index.php/Main_Page> *I *Forums
>> <https://discussions.vtiger.com>*I* Website <https://www.vtiger.com/>
>>
>>
>> On Wed, Sep 3, 2014 at 2:14 PM, Pabiszczak, Błażej <
>> b.pabiszczak at opensaas.pl> wrote:
>>
>>> During the past two days I looked at four different customer portals.
>>> It’s surprising how low are the needs of Vtiger users because no one has
>>> yet created a portal with better and more advanced functions. Business
>>> approach of Vtiger is destructive for the development because Vitiger
>>> prefers to create silly modules such as “RSS module” / “Our sites module”.
>>> The true is that an end user is not important for any company that deploys
>>> Vtiger.
>>>
>>> The greatest problems with the customer portal are:
>>>
>>> 1. The design – past 3/4 years haven’t brought any changes and that’s
>>> pathetic because no one wants to show such a “monster” to their customers.
>>> 2. Elasticity – lack of possibility to control what a company wants to
>>> make available to its customer (that includes all portals that we tested),
>>> every user of the portal sees by default the same functions and records.
>>> Maybe it’s sufficient for companies with a few employees but it doesn’t
>>> have any application within the business context.
>>> 3.Functions – the portal lacks functions for an end user. The most
>>> advanced module (Trouble Tickets) doesn’t even have a proper search or
>>> sorting options like in coreBOSCP version.
>>> 4. Business Logic – I don’t know who suggested this portal from the
>>> business perspective but in case of 40 deployments of the customer portal
>>> that we did, we had to spend many hours on the redevelopment of portal
>>> logics.
>>>
>>> I appreciate Joe’s work on coreBOSCP, but by looking at it from the
>>> business perspective, this solution is too narrow and too reduced because
>>> it lacks functions and business logics. From the technical side, this
>>> portal is very standard and based on a different technical solution. This
>>> doesn’t add any value for an end user (maybe except a column-based search).
>>>
>>> I know it may be perceived that I only criticize, but it shouldn’t.
>>> Once, we created a customer portal with such functions:
>>> 1 Firstly, we wanted to solve two problems that no one has dealt with
>>> before (Vtiger, Joe, Simon). The first one was the engine (and how it’s
>>> built) and the second one was the design. To be honest, I don’t understand
>>> why no one based this portal as a component for systems such as Wordpress
>>> or Joomla. Why each of you tries to discover it again and again?
>>> 2. Next serious limitation of standard portals was lack of the same
>>> permissions for portal users as well as the lack of different functions for
>>> different users.
>>> 3. Lack of control over the PDF printout.
>>>
>>> We did an advanced component over a year ago that works with Vtiger 5.4.
>>> (Screenshots are attached).
>>>
>>> Answering Joe’s question:
>>>
>>> "Sorry but I don't understand: what is wrong with the coreBOSCP project?"
>>>
>>> The answer is: you spent your time on the redevelopment of technical
>>> side of the portal (in my opinion it was unnecessary), but it is as narrow
>>> as Vtiger’s solution if we look at it from the functional point of view. In
>>> this case, we prefer to spend time on shifting our old solution from 5.4 to
>>> 6.1 than work on coreBOSCP. Your customer portal might be sufficient for
>>> very small companies, but it will be incomplete and inelastic in every
>>> medium and large company.
>>>
>>> Z poważaniem / Regards
>>> Błażej Pabiszczak
>>> M: +48.884999123
>>> E: b.pabiszczak at opensaas.pl
>>>
>>>
>>> 2014-09-01 9:38 GMT+02:00 Joe Bordes <joe at tsolucio.com>:
>>>
>>>>  Sorry but I don't understand: what is wrong with the coreBOSCP
>>>> project?
>>>>
>>>>
>>>> - it is open source
>>>> - has been available for almos a year now (and even more to some)
>>>> - it is based on Yii framework
>>>> - it attacks vtiger CRM via REST so it should work on almos all
>>>> versions (once a few enhancements that are available are installed)
>>>> - it has a clear separation of MVC and is theme based (as can be seen
>>>> in one of our presentation videos where I show one of our customized themes
>>>> for a client)
>>>>
>>>> Where is the collaboration/cooperation?
>>>>
>>>>
>>>>
>>>> On 01/09/14 09:16, Pabiszczak, Błażej wrote:
>>>>
>>>>  We have to change a responsive customer portal. If you don't make it
>>>> available today/tomorrow, then we will create it ourselves from scratch. If
>>>> you haven't finished, we can help you. That is how cooperation functions.
>>>>
>>>>
>>>>  Z poważaniem / Regards
>>>> Błażej Pabiszczak
>>>> M: +48.884999123
>>>> E: b.pabiszczak at opensaas.pl
>>>>
>>>>
>>>> 2014-09-01 8:47 GMT+02:00 Simone Travaglini <simonetravaglini at gmail.com
>>>> >:
>>>>
>>>>> We (my company with other italian company) decide to develop the
>>>>> responsive portal and release it to the community when ready a complete
>>>>> version. Have a customer portal responsive and well designed it's a need
>>>>> for all the community. In the next hours we will update you. And maybe a
>>>>> collaboration to enhance it should start!
>>>>>
>>>>>
>>>>> 2014-09-01 8:21 GMT+02:00 Pabiszczak, Błażej <b.pabiszczak at opensaas.pl
>>>>> >:
>>>>>
>>>>>> Unfortunately, the requirements are various. Not everyone should
>>>>>> design functions, but it's true that together we can achieve more, but we
>>>>>> lack people who are eager to do it "together"
>>>>>>
>>>>>>
>>>>>>  Z poważaniem / Regards
>>>>>> Błażej Pabiszczak
>>>>>> M: +48.884999123
>>>>>> E: b.pabiszczak at opensaas.pl
>>>>>>
>>>>>>
>>>>>>  2014-08-31 23:29 GMT+02:00 Miguel Oliveira <miguel at forbit.com.br>:
>>>>>>
>>>>>>>  Why we don't join our forces to make those improvements?
>>>>>>>
>>>>>>>  The requirements are the same for everybody.
>>>>>>>
>>>>>>>
>>>>>>> 2014-08-31 17:50 GMT-03:00 Joe Bordea <joe at tsolucio.com>:
>>>>>>>
>>>>>>>> Me too :-)
>>>>>>>>
>>>>>>>> We are all doing the same things over and over
>>>>>>>>
>>>>>>>> Joe
>>>>>>>> TSolucio
>>>>>>>>
>>>>>>>>  On 31 de agosto de 2014 22:01:21 CEST, Simone Travaglini <
>>>>>>>> simonetravaglini at gmail.com> wrote:
>>>>>>>>
>>>>>>>>>  Hello,
>>>>>>>>> we are developing a customer portal with a responsive template.
>>>>>>>>> The work is finished and we are testing now. We will relase it for free I
>>>>>>>>> think next week. I update you soon.
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> 2014-08-31 14:45 GMT+02:00 SIAM Translations <
>>>>>>>>> info at siam-translations.com>:
>>>>>>>>>
>>>>>>>>>> You mean you've made portal 5 for 5.4 or 6.x?
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>  Rgds
>>>>>>>>>> Andrew
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>  On Sun, Aug 31, 2014 at 6:46 PM, ajstharsan at gmail.com <
>>>>>>>>>> ajstharsan at gmail.com> wrote:
>>>>>>>>>>
>>>>>>>>>>>   Hi
>>>>>>>>>>>
>>>>>>>>>>>  I saw the customer portal version 6 , but can't see much
>>>>>>>>>>> different.
>>>>>>>>>>>
>>>>>>>>>>>  We have made portal 5 with bootstrap. Is it helpful?
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>  Thanks
>>>>>>>>>>>  Sutharsan jeganathan
>>>>>>>>>>>
>>>>>>>>>>>  Sent from my HTC
>>>>>>>>>>>
>>>>>>>>>>>  ----- Reply message -----
>>>>>>>>>>> From: "Prasad" <prasad at vtiger.com>
>>>>>>>>>>> To: "vtigercrm-developers at lists.vtigercrm.com" <
>>>>>>>>>>> vtigercrm-developers at lists.vtigercrm.com>
>>>>>>>>>>> Subject: [Vtigercrm-developers] Customer Portal
>>>>>>>>>>> Date: Fri, Aug 29, 2014 00:05
>>>>>>>>>>>
>>>>>>>>>>> Sorry we never took off.
>>>>>>>>>>>
>>>>>>>>>>>  *Connect with us on: *Twitter <http://twitter.com/vtigercrm>
>>>>>>>>>>> *I* Facebook
>>>>>>>>>>> <http://www.facebook.com/pages/vtiger/226866697333578?sk=wall>
>>>>>>>>>>> *I* Blog <https://blogs.vtiger.com/>* I* Wiki
>>>>>>>>>>> <http://wiki.vtiger.com/index.php/Main_Page> *I *Forums
>>>>>>>>>>> <https://discussions.vtiger.com>*I* Website
>>>>>>>>>>> <https://www.vtiger.com/>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>  On Thu, Aug 28, 2014 at 11:31 AM, SIAM Translations <
>>>>>>>>>>> info at siam-translations.com> wrote:
>>>>>>>>>>>
>>>>>>>>>>>>   Guys, how is new customer portal progress going?
>>>>>>>>>>>>
>>>>>>>>>>>>  Regards
>>>>>>>>>>>>  Andrew Smith
>>>>>>>>>>>>
>>>>>>>>>>>> _______________________________________________
>>>>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>
>>>>>>>>>>>  _______________________________________________
>>>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> _______________________________________________
>>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>
>>>>>>>>>  --
>>>>>>>>> Simone Travaglini
>>>>>>>>> 328 5499846
>>>>>>>>> Linkedin: Simone Travaglini
>>>>>>>>>
>>>>>>>>>
>>>>>>>>> Rispetta l'ambiente: non stampare questa mail se non ti è
>>>>>>>>> veramente necessario!
>>>>>>>>>
>>>>>>>>> ------------------------------
>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>
>>>>>>>>>
>>>>>>>> --
>>>>>>>> Enviado desde mi teléfono con K-9 Mail.
>>>>>>>>
>>>>>>>> _______________________________________________
>>>>>>>> http://www.vtiger.com/
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>  _______________________________________________
>>>>>>> http://www.vtiger.com/
>>>>>>>
>>>>>>
>>>>>>
>>>>>> _______________________________________________
>>>>>> http://www.vtiger.com/
>>>>>>
>>>>>
>>>>>
>>>>>
>>>>>  --
>>>>> Simone Travaglini
>>>>> 328 5499846
>>>>> Linkedin: Simone Travaglini
>>>>>
>>>>>
>>>>> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
>>>>> necessario!
>>>>>
>>>>> _______________________________________________
>>>>> http://www.vtiger.com/
>>>>>
>>>>
>>>>
>>>>
>>>> _______________________________________________http://www.vtiger.com/
>>>>
>>>>
>>>>
>>>> --
>>>> Un saludo
>>>> Joe
>>>> TSolucio
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
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