<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:st1="urn:schemas-microsoft-com:office:smarttags" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<META HTTP-EQUIV="Content-Type" CONTENT="text/html; charset=us-ascii">
<meta name=Generator content="Microsoft Word 11 (filtered medium)">
<!--[if !mso]>
<style>
v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style>
<![endif]--><o:SmartTagType
namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="City"/>
<o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags"
name="place"/>
<!--[if !mso]>
<style>
st1\:*{behavior:url(#default#ieooui) }
</style>
<![endif]-->
<style>
<!--
/* Font Definitions */
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman";}
a:link, span.MsoHyperlink
{color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{color:blue;
text-decoration:underline;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:Arial;
color:navy;}
@page Section1
{size:8.5in 11.0in;
margin:1.0in 1.25in 1.0in 1.25in;}
div.Section1
{page:Section1;}
-->
</style>
</head>
<body lang=EN-US link=blue vlink=blue>
<div class=Section1>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>Hi Jorge,<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'>The first attachment you put was more of a
graphical workflow, certainly something that should be attempted to be achieved
with the bounty. However, what I am referring to on the user customizable
dashboard should have the clear objective of “drag and drop” of
whatever functions or information that is needed AND that is accessible at the
current user access level. It will become something like a personal Content
Management System where you can self-determine the layout of whatever module
and component output you need for your individual needs.<o:p></o:p></span></font></p>
<p class=MsoNormal><font size=2 color=navy face=Arial><span style='font-size:
10.0pt;font-family:Arial;color:navy'><o:p> </o:p></span></font></p>
<div>
<div class=MsoNormal align=center style='text-align:center'><font size=3
face="Times New Roman"><span style='font-size:12.0pt'>
<hr size=2 width="100%" align=center tabindex=-1>
</span></font></div>
<p class=MsoNormal><b><font size=2 face=Tahoma><span style='font-size:10.0pt;
font-family:Tahoma;font-weight:bold'>From:</span></font></b><font size=2
face=Tahoma><span style='font-size:10.0pt;font-family:Tahoma'>
garifuna@gmail.com [mailto:garifuna@gmail.com] <b><span style='font-weight:
bold'>On Behalf Of </span></b>Jorge Garifuna<br>
<b><span style='font-weight:bold'>Sent:</span></b> 17 April 2006 15:48<br>
<b><span style='font-weight:bold'>To:</span></b> ncknight@pacific.net.sg;
vtigercrm-developers@lists.vtigercrm.com<br>
<b><span style='font-weight:bold'>Subject:</span></b> Re:
[Vtigercrm-developers] Home page Matrix ..</span></font><o:p></o:p></p>
</div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><o:p> </o:p></span></font></p>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>Sorry, I forgot the attach the visual files for Quick Books Pro 2006
payment interface.<br>
<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>-- <br>
Jorge Garifuna<br>
Professional Web Developer<br>
"Your Web Solution Partner"<br>
Garinet Global Inc.<br>
<a href="http://www.GariDigital.com">http://www.GariDigital.com</a> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><br>
<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><span class=gmailquote><font size=3 face="Times New Roman"><span
style='font-size:12.0pt'>On 4/17/06, <b><span style='font-weight:bold'>Jorge
Garifuna</span></b> <<a href="mailto:garifuna@gmail.com">garifuna@gmail.com</a>>
wrote:</span></font></span> <o:p></o:p></p>
<div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>I agree with Nicholas. Although some of this items might be hard
to and challenging to code, they will certainly pay up at the end as it will
make users' lives easier. As programmers and business individuals it is
important to keep a sense of balance when creating a CRM application that will
be used across many departments of a company. <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>I'm not sure if you guys have taken a look at the quick books pro 2006
interface, but one particular thing that caught my attention was the
"receive payments" option after the invoice. Since vTiger CRM
already has the invoice feature, it would make sense to extend it so that when
payment is received it can be applied a particular invoice. The neat thing
about this is that it allows users to log partial payments made against a
particular invoice. <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>For example a typical job contract may look like this:<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>10% due at job start<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>50% due within 3 days of starting point<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>40% due at job completion<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>If the job is $1,000 then the following payments are expected
to be made against the invoice:<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>1) $100<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>2) $500<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>3) $400<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>After the the 3rd payment then the user may mark the invoice as paid.<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><br>
Again this might already been in the works, but after using vTiger CRM 4.2 for
a while and seen how some companies operate, the scenario explained above is
closely related to the real world.<o:p></o:p></span></font></p>
</div>
</div>
<div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'> <o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>-- <br>
Jorge Garifuna<br>
Professional Web Developer<br>
"Your Web Solution Partner"<br>
Garinet Global Inc.<br>
<a href="http://www.garidigital.com/" target="_blank">http://www.GariDigital.com</a>
<o:p></o:p></span></font></p>
</div>
<div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><br>
<o:p></o:p></span></font></p>
</div>
</div>
<div><span id="q_10aa6d03ee7bf68d_2">
<div>
<p class=MsoNormal><span class=gmailquote><font size=3 face="Times New Roman"><span
style='font-size:12.0pt'>On 4/16/06, <b><span style='font-weight:bold'>Nicholas
Chan</span></b> <<a href="mailto:ncknight@pacific.net.sg" target="_blank">ncknight@pacific.net.sg
</a>> wrote:</span></font></span> <o:p></o:p></p>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'>I beg to differ that it is bloat. In fact, this would be exactly what
end<br>
users require and need to position and view only WHAT THEY NEED TO SEE. This <br>
could have the following scenario:<br>
<br>
- Sales manager is able to pull up on-screen 6 of his sales exec newest<br>
leads, another 2 on-screen of the entire sales team performance (potentials,<br>
closed, etc), 1 for his entire sales team cases for the day. <br>
<br>
- Sales executive can pull up on-screen 3 days worth of appointments next to<br>
each other in a box, another 3 screen to display KIV, Follow Up and New<br>
potentials and the last 3 to do whatever.<br>
<br>
Note that this function is fully customizable and respects the Access <br>
Control List when it comes to pulling MIS information (ie. For the Sales<br>
Manager to get data from his entire team). Such things are what makes the<br>
system a true CRM and MIS.<br>
<br>
-----Original Message-----<br>
From: <a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com"
target="_blank">vtigercrm-developers-bounces@lists.vtigercrm.com</a><br>
[mailto:<a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com"
target="_blank"> vtigercrm-developers-bounces@lists.vtigercrm.com </a>] On
Behalf Of<br>
Sergio A. Kessler<br>
Sent: 17 April 2006 05:54<br>
To: <a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.vtigercrm.com</a><br>
Subject: Re: [Vtigercrm-developers] Home page Matrix .. <br>
<br>
On 4/14/06, Jorge Garifuna <<a href="mailto:jg@garinet.com.idc.adventnet.com"
target="_blank"> jg@garinet.com.idc.adventnet.com</a>> wrote:<br>
><br>
> I think the interface looks nice.<br>
><br>
> I'm not sure if this is already in the plans, but it would be cool if it <br>
> could be dragable so that the user can reposition it anyway he/she wants. <br>
<br>
== BLOAT<br>
<br>
/sak<br>
<br>
_______________________________________________<br>
This <a href="http://vtiger.com/" target="_blank">vtiger.com</a> email is
sponsored by Zoho Planner. Still scribbling down <br>
your To-Do's on bits of paper & palms of your hands? Try the <st1:City
w:st="on"><st1:place w:st="on">AJAX</st1:place></st1:City> enabled,<br>
personal organizer online, Zoho Planner for FREE instead!<br>
<a href="http://zohoplanner.com/?vt" target="_blank">http://zohoplanner.com/?vt</a><br>
<br>
_______________________________________________<br>
This <a href="http://vtiger.com/" target="_blank">vtiger.com</a> email is
sponsored by Zoho Planner. Still scribbling down your To-Do's on bits of paper
& palms of your hands? Try the <st1:City w:st="on"><st1:place w:st="on">AJAX</st1:place></st1:City>
enabled, personal organizer online, Zoho Planner for FREE instead! <a
href="http://zohoplanner.com/?vt" target="_blank">http://zohoplanner.com/?vt</a><o:p></o:p></span></font></p>
</div>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><br>
<br clear=all>
<br>
<br>
<o:p></o:p></span></font></p>
</div>
</div>
</span>
<p class=MsoNormal><font size=3 face="Times New Roman"><span style='font-size:
12.0pt'><br>
<br clear=all>
<o:p></o:p></span></font></p>
</div>
</body>
</html>