<div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif;font-size:small">+1</div></div><div class="gmail_extra"><br clear="all"><div><div dir="ltr">Atte,<br><b>Rodrigo Souza de Oliveira</b><div><b>Consultor de TI<br>
</b>Hostplan Informática Ltda<br><div>Telefones: (21) 9-8153-5287<div>website: <a href="http://www.hostplan.com.br" target="_blank">www.hostplan.com.br</a><br>e-mail/msn: <a href="mailto:rodrigo@hostplan.com.br" target="_blank">rodrigo@hostplan.com.br</a><br>
<img src="http://www.hostplan.com.br/logo.jpg" height="137" width="200"><br></div></div></div></div></div>
<br><br><div class="gmail_quote">2014-08-19 10:32 GMT-03:00 SIAM Translations <span dir="ltr"><<a href="mailto:info@siam-translations.com" target="_blank">info@siam-translations.com</a>></span>:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div dir="ltr">+1<div class="gmail_extra"><br clear="all"><div><div dir="ltr"><br></div></div><br><div class="gmail_quote"><div><div class="h5">On Tue, Aug 19, 2014 at 7:10 PM, Holbok István <span dir="ltr"><<a href="mailto:holbok@gmail.com" target="_blank">holbok@gmail.com</a>></span> wrote:<br>
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Dear vtiger Team,<br>
<br>
It is<b> one of the most important</b> missing feature of vtiger CRM
since 5.x version.<br>
<br>
The screen shoots were recorded in a fresh install of latest vtiger
CRM 6.1 beta SVN 14212.<br>
Link:
index.php?module=Campaigns&relatedModule=Contacts&view=Detail&record=70&mode=showRelatedList&tab_label=Contacts<br>
<br>
If you will really use a CRM, then you will collect enough data in
Product and Services modules also.<br>
You can store the basic data: Contact1 purchased the Product1 and
signed for the Service1. <br>
In the Contact related list you will see the fact, e.g that contact
related to the Product1. And other side in the Product1 related list
you will see the Contact1.<br>
<br>
But: if you want to do a campaign for the marketing segment "Buyers
of Product1" <b>there is no possibility to create list of Contacts
who purchased Product1</b> (only manual clicking one by one).<br>
<br>
This missing important feature can be workaround by creating a
custom field e.g. in Contacts module for every <b>Products </b>and
<b>Service </b>and filtering Contacts by this custom field data (it
was used by several clients of mine, who works with CRM on a daily
basis), but I think it is unnecessary and is not a nice approach. <br>
<br>
The only missing feature is a possibility to generate a query using
related module data, e.g. Contacts -> Products or Contacts ->
Service, or other such relation.<br>
The query command in pseudo programming language will be: <b>Please
select Contacts who are related to the Products1</b> or <b>Select
Organizations who are related to the Opportunity4</b> or <b>Select
Contacts who are not related any of the Products</b> etc.<br>
The right place of this possibility/feature is the <b>Creating new
View</b> of the module. If the view is created using the related
module data, then the Campaign can it use by Select to Load List.<br>
<br>
<img alt="" src="cid:part1.09080902.07090602@gmail.com" height="528" width="1910"><br>
<br>
<br>
Please consider this missing very, very important feature and
include it to the vtiger 6.1 stable release.<br>
<br>
If the vtiger user will able to create such type of lists described
above, then the real marketing segmentation can work and usability
of a CRM increased to the highest level.<br>
<br>
<br>
<br>
Kindest regards:<br>
Istvan<span><font color="#888888"><br>
<br>
<div>-- <br>
üdvözlettel:<br>
<br>
<b>Holbok István</b><br>
<br>
<a href="tel:%2B3670-342-0900" value="+36703420900" target="_blank">+3670-342-0900</a><br>
<b>e-mail:</b> <a href="mailto:holbok@gmail.com" target="_blank">holbok@gmail.com</a><br>
<b>SkyPe:</b> holboki<br>
<br>
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