<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>
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<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:part1.07030001.09040503@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 class="HOEnZb"><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>