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<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2>Well Hello every one...</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2></FONT></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2>[Brian (if you are listening).. I think we have the same
sort of response to some of your comments, so (apologies) I will shorthand some
replies if they have been already covered..]</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2></FONT></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2>The biggest, and in my opinion the best solution is going
to be being able to add Modules to whatever Tab we like. The easiest way to
achieve this of course, is to add all modules to all tabs and have an admin
console that allows for modules to be turned off within a specific tab.... but
that's for further debate.</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2></FONT></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN class=750232910-23012006><FONT face=Verdana
color=#0000ff size=2>One of the problems with any solution, is that different
markets, different types of companies and (even) different countries, mean that
our clients have a very mixed set of requirements and one of the benefits of
having all of the modules as Tabs, gives a level of flexibility that can work
for most people.... therefore any loss of this flexibility is going to be a
backwards step.</FONT></SPAN></DIV>
<DIV> </DIV>
<DIV><SPAN class=750232910-23012006></SPAN><FONT face=Verdana><FONT
color=#0000ff><FONT size=2>We have<SPAN class=750232910-23012006> over 150 CRM
installs of different systems, some of these vTiger specific, most of these our
legacy CRM solutions, and one thing that stands out is that 80% of the solution
is the same as the next guy, and 20% is 'configured/bespoke/customised'. The
problem is the 20% can often be different.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>My example is simple : Some of our clients are not big
enough to understand the difference between Marketing and Sales, particularly if
there are only two sales people and they handle all of the lead generation
themselves (therefore they are Marketing and Sales). In this scenario they would
want to be able have a single tab - Sales - that has Leads, Opportunities and
their sales orders (plus the obvious other modules).. rather than these modules
appearing in different places..... </SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>What this means is that we need the ability to
configure the tabs, to show whatever modules are required... but if I was
pushed, I would want the option to be able to display (or NOT) any of the
following, under their tabs...</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>By the way ... The idea of making changes to the
Activity screens, as Brian suggested is a great idea and probably should not be
overlooked, as it will bring added functionality to the application. We feel
that an add on module similar to My Home is a must have and have developed
a desktop tool bar that offers this functionality which has been commercially
available for a while, although on our legacy systems. It is
called ViewPoint and we have been using this self authored .NET application
on all of our systems, to help productivity... so we agree that something along
the My Home idea may be very useful..</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Anyway.. here goes...</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>One fundamental difference in what we have seen and
what we would like (utopia here we come) is the addition of a TAB for Admin or
Tracking.... this is because we (and other clients) as a company, need an
administrative function to track our sales orders, Purchase orders, quotes,
Invoices, Global Activities, Vendor activity and others... so we feel there
should be some suitable named TAB that allows for this sort of information to be
tracked.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>This is quite important for us, as our clients will
have a sales cycle that is inclusive of the sales personnel and then the
tracking or processing will be handled by someone in ADMIN, especially if sales
people are 'on the road' a lot. Just a
thought.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Sales : Leads, Accounts, Contacts, Opportunities,
Quotes, Activities, Calendar, Sales Orders, Price Books, Dashboard, Notes,
Products.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Support : Accounts, Contacts, Helpdesk, **contracts**,
FAQ, Activities, Calendar, Dashboard (support focus) and
Notes.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Marketing : Leads, Accounts, Contacts, Opportunities,
Quotes, Activities, Calendar, Dashboard, Notes</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Tracking : Sales Orders, Purchase orders, Quotes,
Opportunities, **documentation**, Activities, Vendors,
Invoices.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Other tabs... agree in principle as they
stand.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>So in summary... what is different in this
proposal....</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>1. Allow all modules to be available from all tabs and
give a console to turn on and off</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>2. Add new TAB that allows for the Non sales or Non
Support personnel - tracking from an admin person, who is responsible for just
doing this work.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>3. Consider Contracts for
support</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>4. Consider how we will handle documentation that may
need tracking... terms and conditions (bespoke document) that has a deadline or
dependency for other triggers and workflow in the
system.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>5. Agree with Brian's view that some form of Desktop
menu/side bar/ toolbar is a good idea, especially if this is
configurable..</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Enough for now.. if you managed to digest and read this
far.. I hope it makes some sense... because this is so important to us all,
thank you for letting us comment.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>It probably goes without saying, that if any of these
diatribes produce any work that we can assist with... please let me know... I am
happy (as always) to dedicate whatever resources we can to our common
goal.</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Regards</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Graham</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Graham Anderson</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Managing Director</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>Software Add-ons </SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006></SPAN></FONT></FONT></FONT> </DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>t. +44 (0)8452 303083</SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana><FONT color=#0000ff><FONT size=2><SPAN
class=750232910-23012006>e. <A
href="mailto:grahama@add-ons.co.uk">grahama@add-ons.co.uk</A></SPAN></FONT></FONT></FONT></DIV>
<DIV><FONT face=Verdana color=#0000ff size=2></FONT><FONT face=Verdana
color=#0000ff size=2></FONT><FONT face=Verdana color=#0000ff
size=2></FONT><BR></DIV>
<DIV class=OutlookMessageHeader lang=en-us dir=ltr align=left>
<HR tabIndex=-1>
<FONT face=Tahoma size=2><B>From:</B>
vtigercrm-developers-bounces@lists.vtigercrm.com
[mailto:vtigercrm-developers-bounces@lists.vtigercrm.com] <B>On Behalf Of
</B>saint<BR><B>Sent:</B> 21 January 2006 12:56<BR><B>To:</B> Developers
List<BR><B>Subject:</B> [Vtigercrm-developers] Invitation : Tabs & Modules
Grouping<BR></FONT><BR></DIV>
<DIV></DIV><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><IMG height=220
alt="" src="cid:750232910@23012006-1FB5" width=600><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></BODY></HTML>