<HTML><BODY style="word-wrap: break-word; -khtml-nbsp-mode: space; -khtml-line-break: after-white-space; ">I took this concept and decided to design my ideal CRM application. A couple of ideas for existing modules first:<DIV><SPAN class="Apple-style-span"><B>Mail: </B>Currently, Webmail is personal mail, and Mail is CRM mail. CRM mail should support two separate mail accounts: sales & support. These accounts would be setup separately and viewed separately. Email should be the current webmail with send functionality very similar to the current implementation.</SPAN></DIV><DIV><SPAN class="Apple-style-span"><B>Contacts:</B> There should be filtering support based on a few criteria. Public contact (meaning public to the company), personal (to the individual), and employee (to maintain an enterprise directory).</SPAN></DIV><DIV><B>Notes:</B> Should support categories including personal notes for each individual on the system.</DIV><DIV><SPAN class="Apple-style-span"><B>Tabs: </B>Should be fully configurable as to which modules appear under which tabs, though I have a default recommendation from my "card-sort".</SPAN></DIV><DIV><SPAN class="Apple-style-span"><DIV><B>Home:</B> The items that appear on the default page should be configurable by the individuals... this is likely a lot of extra work, but should be a future feature.</DIV><DIV><B>Overall GUI:</B> The system already is designed with two levels of menus. This should be leveraged to provide every module necessary. Any additional tabs or selectors should only be to change the data view, or filter applied. The more items are buried, the harder they are to find.</DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV><SPAN class="Apple-style-span"><B>Initial results from Card Sort: </B>My initial results had many items under each tab (as they would be beneficial to everyone). After thinking about it for a while, I came up with a new layout that I thought better fit my ideas (mock-up below). It includes a new area along the left column which is always visible with <B>My Home</B> items. As these are likely the most frequently used by users.</SPAN></DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV><SPAN class="Apple-style-span">The <B>My Home</B> area contains: Dashboard, Email, Calendar, Meetings, Calls, To Do, Contacts, and Notes.</SPAN></DIV><DIV>The tabs across the top would be: Sales, Support, Marketing, Reports, Inventory, and Settings (for admin).</DIV><DIV><B>Sales: </B>Accounts, Pricebooks, Quotes, Sales Order, Purchase Order, Invoice</DIV><DIV><B>Support:</B> Help Desk, FAQ, Products, Accounts, Support Email</DIV><DIV><B>Marketing:</B> Leads, Potentials, Accounts, Pricebooks, Quotes, Sales Email</DIV><DIV><B>Reports: </B>Dashboard, Reports</DIV><DIV><B>Inventory: </B>Products, Vendors, Accounts, Sales Order</DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV><SPAN class="Apple-style-span">In the mock-up below, the Meetings, Calls, and To Do items could easily be replaced with a single Activities item. Sometimes, though, it is easier to have these items separated, as it is easier to associate a phone call with Calls then it is as a Calls filter under Activities. Also, Ideally there should be icons for the <B>My Home</B> items to make them more easily identifiable.</SPAN></DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV><IMG src="cid:2561B98F-1320-4E9F-ADCD-3BE303DCFBC5@local"></DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV><BR class="khtml-block-placeholder"></DIV><DIV><BR><DIV><DIV>On Jan 21, 2006, at 6:56 AM, saint wrote:</DIV><BR class="Apple-interchange-newline"><BLOCKQUOTE type="cite"> <FONT size="-1"><FONT face="Verdana">Team,<BR> <BR> We would like to understand better, the order of tabs/modules that you would like to see in vtiger. We are planning to use the Card-Sorting method to find out the groups/order of tabs that most users wishes to have. We request all in this list to spend a few minutes for this.<BR> <BR> <B>What you need to do?<BR> </B>Just spend a few minutes of your leisure time. Get a coffee or grab a coke and do this sorting method.<BR> <BR> <BR> </FONT></FONT><FONT size="-1"><FONT face="Verdana"><B>What is this Card sorting method?</B></FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Refer this image, and read below.<BR> <SPAN><DIV><cardsorting.jpg></DIV></SPAN><BR> <BR> <BR> According to this method, the names of the modules are written on paper cards and shuffled, collectively the "Unsorted cards" in the image. Then the users need to pick up the modules (cards) and group/sort them with some relation. Say for ex. Leads, Contact, Quotes and Potentials can be grouped under Sales. Helpdesk and FAQ can be grouped under Support. Sometimes, you may feel a particular module needs to appear on other groups too. No problem, just add a new card with the same module name in that group. Once you are sure that you have grouped all modules, send us the Group names and modules under each group.<BR> <BR> <B>What will you get in return?</B><BR> The Names of those who give feedback, will be given credits in the vtiger About page. :-)<BR> <BR> <B>What will we do with this data?<BR> </B>With this help, we will identify the most common pattern of module grouping and implement in the GA release.<BR> <BR> <B>vtiger Modules<BR> </B></FONT></FONT> <BLOCKQUOTE><FONT size="-1"><FONT face="Verdana">Activities</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">FAQ</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Contacts</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Potentials</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Quotes</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana"></FONT></FONT><FONT size="-1"><FONT face="Verdana">Calendar</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Email</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Purchase Order</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Leads</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Accounts</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Helpdesk</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Sales Order</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Pricebooks</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Notes</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Dashboard</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Products</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Reports</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Invoice</FONT></FONT><BR> <FONT size="-1"><FONT face="Verdana">Vendors</FONT></FONT><BR> </BLOCKQUOTE> <FONT size="-1"><FONT face="Verdana">If i have left any module (!!) please add that to the list and sort. :-)<BR> <BR> Have a great Weekend!<BR> <BR> - Saint<BR> <BR> <BR> <BR> <BR> <B><BR> </B></FONT></FONT> <SPAN><DIV><cardsorting.jpg></DIV></SPAN><DIV style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; ">_______________________________________________</DIV><DIV style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; ">vtigercrm-developers mailing list</DIV><DIV style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; "><A href="mailto:vtigercrm-developers@lists.vtigercrm.com">vtigercrm-developers@lists.vtigercrm.com</A></DIV><DIV style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; "><A href="http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers">http://lists.vtigercrm.com/mailman/listinfo/vtigercrm-developers</A></DIV> </BLOCKQUOTE></DIV><BR></DIV></SPAN><BR class="khtml-block-placeholder"></DIV></BODY></HTML>