[Vtigercrm-developers] campaign workflow

[Richard Hills - Technologywise]

Not entirely related, however we have added some small additions to the 
campaign module last week which I feel may also be worth being included 
in the core:

  * Load contacts which are in another campaign to current campaign.
  * Remove contacts which are in another campaign from the current campaign.
  * Remove contacts which are in a filter from the current campaign.

We have also been looking with a client at a solution for "static 
campaigns" which contacts are added to / removed from regularly. We have 
looked at a solution for this and believe a new tab on the contact 
showing all campaigns in the system with a checkbox would be the best 
solution to this requirement, but would be keen to hear of other ideas / 
ways that this has already been tackled by others.

Like Alan I would also like to see the campaign status for a contact / 
lead on the relatedlist within the contact/lead.


On 28/09/15 22:53, Alan Bell wrote:
> Hi all,
>
> I am following through the process of doing a campaign and have a few 
> observations
>
> When you load a campaign with a list of leads there is no easy way to 
> remove them again, or select multiple leads and remove them from the 
> campaign. If a large filter of leads is added in error there isn't a 
> way to recover from that other than poking about in the database, or 
> deleting the campaign.
>
> The status column in the related list of leads to mark a lead as 
> contacted or not contacted is way off to the right, it makes my full 
> HD screen scroll. I can't see why that shouldn't be the first column 
> in the related list rather than the last.
>
> If you mark a contact as "Contacted - never contact again" it doesn't 
> mark the email opt out on the lead, or do anything else.
>
> If you go to the lead you can't see that they have been contacted 
> through the campaign. You can see that they have been associated with 
> a campaign, but not the status, you have to click through to the 
> campaign and scroll through the leads on the campaign to find out what 
> happened.
>
> Alan.
> _______________________________________________
> http://www.vtiger.com/

-- 
Richard Hills
TechnologyWise Ltd, Tauranga, NZ
richard at tw.co.nz
www.technologywise.co.nz
ph: +64 (0)7 571 1060
fax: +64 (0)7 571 1061

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