<div dir="ltr">Thanks.</div><div class="gmail_extra"><br clear="all"><div><span style="border-collapse:collapse;font-family:arial,sans-serif;font-size:13px"><b>Connect with us on: </b><a href="http://twitter.com/vtigercrm" style="color:rgb(0,0,204)" target="_blank">Twitter</a> <b>I</b> <a href="http://www.facebook.com/pages/vtiger/226866697333578?sk=wall" style="color:rgb(0,0,204)" target="_blank">Facebook</a> <b>I</b> <a href="https://blogs.vtiger.com/" style="color:rgb(0,0,204)" target="_blank">Blog</a><b> I</b> <a href="http://wiki.vtiger.com/index.php/Main_Page" style="color:rgb(0,0,204)" target="_blank">Wiki</a> <b>I </b><a href="https://discussions.vtiger.com" style="color:rgb(0,0,204)" target="_blank">Forums </a><b>I</b> <a href="https://www.vtiger.com/" style="color:rgb(0,0,204)" target="_blank">Website</a></span></div>
<br><br><div class="gmail_quote">On Thu, Aug 21, 2014 at 3:58 PM, Holbok István <span dir="ltr"><<a href="mailto:holbok@gmail.com" target="_blank">holbok@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div text="#000000" bgcolor="#FFFFFF">
<div>Created:<br>
<br>
<a href="http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8187" target="_blank">http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8187</a><br>
<br>
<div>Regards: Istvan<br>
<br>
</div>
2014.08.21. 11:25 keltezéssel, Prasad írta:<br>
</div><div><div class="h5">
<blockquote type="cite">
<div dir="ltr">Istvan,
<div><br>
</div>
<div>We are close to development freeze on 6.1.0</div>
<div><br>
</div>
<div>
<div>Workflow could fall short in creating the list for
campaign automatically - there would be </div>
<div>several other factors involved and metrics to be
considered.</div>
</div>
<div><br>
</div>
<div>
<div>Please file the enhancement request on trac with
use-case, </div>
<div>so we can nail the requirements down and generalize.</div>
</div>
<div><br>
</div>
<div>
<div>Regards,</div>
<div>Prasad</div>
</div>
</div>
<div class="gmail_extra"><br clear="all">
<div><span style="border-collapse:collapse;font-family:arial,sans-serif;font-size:13px"><b>Connect
with us on: </b><a href="http://twitter.com/vtigercrm" style="color:rgb(0,0,204)" target="_blank">Twitter</a> <b>I</b> <a href="http://www.facebook.com/pages/vtiger/226866697333578?sk=wall" style="color:rgb(0,0,204)" target="_blank">Facebook</a> <b>I</b> <a href="https://blogs.vtiger.com/" style="color:rgb(0,0,204)" target="_blank">Blog</a><b> I</b> <a href="http://wiki.vtiger.com/index.php/Main_Page" style="color:rgb(0,0,204)" target="_blank">Wiki</a> <b>I </b><a href="https://discussions.vtiger.com" style="color:rgb(0,0,204)" target="_blank">Forums </a><b>I</b> <a href="https://www.vtiger.com/" style="color:rgb(0,0,204)" target="_blank">Website</a></span></div>
<br>
<br>
<div class="gmail_quote">On Thu, Aug 21, 2014 at 2:43 PM, Holbok
István <span dir="ltr"><<a href="mailto:holbok@gmail.com" target="_blank">holbok@gmail.com</a>></span>
wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div text="#000000" bgcolor="#FFFFFF"> Dear Prasad and
Rishab,<br>
<br>
I am curious to know your opinions about the letter below
and this.<br>
The issue is partly resolved in the new Workflow engine
that can use the related module data to create and do a
Task.<br>
But Workflow engine cannot create lists for example in the
Campaign module to use different marketing purpose.<br>
<br>
I know and used some time a SugarCRM 4.5 fork called
MarketingEngineer (it was developed by a Hungarian
marketing man and a programmer in 2008 - 2009).<br>
This MarketingEngineer was very very good on list creation
using related module data and other custom parameters,
using GUI similar to the todays vtiger 6.x Customview
creation GUI.<br>
And the List membership could be change by hand or by
automated action using Workflow engine.<br>
It means, for example, <b>sales state</b> or other field
was changed and the Contacts was removed from the List1 (=
Campaign 1) and added to the List2 (= Campaign 2) by
workflow.<br>
And this change also could trigger other workflows to run.<br>
Or the Contact purchased the Service X and this Contact
(after relating Service X to the Contact) was
automatically removed from Campaign to sale Service X and
was added to the Campaign to sale the next level of
services by workflow.<br>
<br>
vtiger now is not too far from this possibility.<br>
<br>
Kindest regards:<br>
Istvan<br>
<div><br>
<br>
-------- Eredeti üzenet --------
<table border="0" cellpadding="0" cellspacing="0">
<tbody>
<tr>
<th nowrap valign="BASELINE" align="RIGHT">Tárgy: </th>
<td>Missing possibility to create lists using
related modules data - vtiger 6.1 SVN 14212</td>
</tr>
<tr>
<th nowrap valign="BASELINE" align="RIGHT">Dátum: </th>
<td>Tue, 19 Aug 2014 14:10:25 +0200</td>
</tr>
<tr>
<th nowrap valign="BASELINE" align="RIGHT">Feladó: </th>
<td>Holbok István <a href="mailto:holbok@gmail.com" target="_blank"><holbok@gmail.com></a></td>
</tr>
<tr>
<th nowrap valign="BASELINE" align="RIGHT">Válaszcím: </th>
<td><a href="mailto:holbok@gmail.com" target="_blank">holbok@gmail.com</a></td>
</tr>
<tr>
<th nowrap valign="BASELINE" align="RIGHT">Címzett: </th>
<td><a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank">vtigercrm-developers@lists.vtigercrm.com</a>
<a href="mailto:vtigercrm-developers@lists.vtigercrm.com" target="_blank"><vtigercrm-developers@lists.vtigercrm.com></a></td>
</tr>
</tbody>
</table>
<br>
<br>
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:part12.09090506.05060405@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>
+3670-342-0900<br>
<b>e-mail:</b> <a href="mailto:holbok@gmail.com" target="_blank">holbok@gmail.com</a><br>
<b>SkyPe:</b> holboki<br>
<br>
</div>
<br>
</font></span></div>
<br>
<br>
</div>
</blockquote>
</div>
<br>
</div>
</blockquote>
<br>
<br>
</div></div></div>
</blockquote></div><br></div>