<html>
<head>
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
</head>
<body smarttemplateinserted="true" text="#000000" bgcolor="#FFFFFF">
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<br>
<br>
<div class="moz-signature">-- <br>
üdvözlettel:<br>
<br>
<b>Holbok István</b><br>
<br>
+3670-342-0900<br>
<b>e-mail:</b> <a class="moz-txt-link-abbreviated"
href="mailto:holbok@gmail.com">holbok@gmail.com</a><br>
<b>SkyPe:</b> holboki<br>
<br>
</div>
</body>
</html>