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<font size="-1"><font face="Verdana">Brian,<br>
Thanks for your time and effort. That's an excellent observation. Great
work!</font></font><br>
<font size="-1"><font face="Verdana"><br>
Team, <br>
The results of one card-sort test is available now. Let's see what
others think of an ideal CRM application's tab structure and
suggestions. Send in the results of your card-sort test. Your inputs
will definitely make v5 a great product to use. :-)<br>
<br>
cheers,<br>
Saint<br>
</font></font><br>
<br>
<br>
Brian Devendorf wrote:
<blockquote
cite="midB3E04065-B46C-4CE9-80DD-FC0EA0EC5C2C@infointegrated.com"
type="cite">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:part1.07030206.04000503@vtiger.com"></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">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>
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</blockquote>
</div>
<br>
</div>
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