[Vtigercrm-developers] Customer Portal

Thu Sep 4 18:29:54 GMT 2014

Błażej,

Sorry for the limited scope of knowledge I have.

As a customer I would be interested to report an issue and look forward to
get an updated (resolution or tips) and not willing to go through entire
system.

However, crm-agent would be more interested to go through all the historic
issues reported and knowledge base that can assist him to solve the problem.

Wouldn't this mean - customer portal should as simple and straight forward
as possible?

I'm not sure if customer-portal would be used for anything other than this.

*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, Sep 4, 2014 at 11:44 PM, Pabiszczak, Błażej <
b.pabiszczak at opensaas.pl> wrote:

> It seems to me that every solution that requires a new encryption of
> mechanisms deployed in the CRM system causes problems. It applies to
> PhoneGap (as a mobile application), Joomla (as CMS for the portal) or a
> standard Customer Portal.
>
>
>
> I have an idea that would provide the possibility of setting the CRM
> system in modes (client/server) so then it would be unnecessary to encode
> the same mechanisms again, because they would be naturally heritable. An
> end user would receive a customer portal in the form of reduced CRM system.
>
>
>
> Obviously, it would provide huge possibilities, for example, enabling
> systems working as a client and synchronizing with the CRM in the server
> mode. The communication itself can also be based on the same protocols as
> the current customer portal (that is SOAP or REST)
>
>
> Z poważaniem / Regards
> Błażej Pabiszczak
> M: +48.884999123
> E: b.pabiszczak at opensaas.pl
>
>
> 2014-09-04 15:18 GMT+02:00 Sutharsan Jeganathan <ajstharsan at gmail.com>:
>
>>  Hi
>>
>> I think adaptable means using customer portal in websites through Iframes
>> or some other ways will be possible? Probably this will not en
>>
>> If time allows I would like to develop a PhoneGap version of Customer
>> Portal that will be probably an interesting solution for business running
>> with heavier customer support on site and off site.
>>
>> Is this an effective idea?
>>
>> Also if it will be possible in future to include Saved filters into the
>> API as well as portal, so that will solve part of the search problem.
>>
>>
>>
>> Thanks
>> Sutharsan Jeganathan
>>
>>
>>
>>
>>
>> On Thu, Sep 4, 2014 at 1:54 PM, Prasad <prasad at vtiger.com> wrote:
>>
>>> 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
>>>
>>> *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, 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/
>>>>
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
> _______________________________________________
> http://www.vtiger.com/
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20140904/82dfa459/attachment-0001.html>