|
|
| (5 intermediate revisions by 3 users not shown) |
| Line 1: |
Line 1: |
| − | Document all changes to Vtiger here
| + | while not an ERP, vtiger actually has a good database structure that could work well with it. what exactly are you trying to do/looking for? --[[User:Phalseid|Phalseid]] 05:24, 7 August 2007 (NZST) |
| − | for example:
| + | :Since the nodal model is moving far too slowly we need an online business organisation package. It needs to handle accounts/budgetting, stock, time management, workflow etc. WebERP does it, but is a really crappy interface, TinyERP does it too, but is too hard to install so we haven't been able to check it out properly yet. --[[User:Nad|Nad]] 10:14, 7 August 2007 (NZST) |
| − | */index.php got rid of logo
| + | ::I'll check out vTiger when I get it installed on our server - I'm trying to integrate it in the same way as the wikia. --[[User:Nad|Nad]] 10:32, 7 August 2007 (NZST) |
| − | | + | :::alrighty. be interested to see what you find, andrew and I are using the backend for ourselves, and have written (and are currently writing) quite a few "widgets" to facilitate work orders, product orders, time management, and project management. There is no "project management" ''per se'' in vtiger, but if you copy over the account module, and use that, it works quite well. you can use a new "account" for each project -which can be linked back to other projects (accounts), and then use the ticket system for tasks and time tracking. you can build invoices from that, but there is no link to accounting packages yet. I have a prospect who has expressed interest in that, so keep all that in mind.... --[[User:Phalseid|Phalseid]] 10:43, 7 August 2007 (NZST) |
| − | | + | ::::[http://www.osfinancials.org/ OSFinancials] looks like it may be pretty good too and recently is able to integrate into vTiger --[[User:Nad|Nad]] 11:29, 7 August 2007 (NZST) |
| − | | + | ::::Thanks for the info - what are the widgets you've made for vTiger? is there a place with info about all the addons like MW has? --[[User:Nad|Nad]] 17:02, 7 August 2007 (NZST) |
| − | *loaded a few hundred contacts from local area
| + | :::::The only working widget (out in the field, geting paid for each transaction) is what we call orderdot. I am currently working on timedot. the widgets are basically discrete tasks that do not require the full interface, or, the user is too dumb or just needs a simple interface to VT, if that makes sense. Here is a list of all the current modules (for better or worse) in vtiger: http://www.vtiger.com/products/crm/module-owners.html --[[User:Phalseid|Phalseid]] 04:20, 8 August 2007 (NZST) |
| − | *added tony and restricted his view to tickets/calendar etc. to make it easy
| |
| − | *loaded my clients from freshbooks, i think this will work for invoicing! :)
| |
| − | | |
| − | = Ticketing =
| |
| − | *loaded CRM module (/crm/portal) to test out ticketing system.
| |
| − | **Very limited ticketing system.
| |
| − | **Cannot email tickets in
| |
| − | **Must create each user and give them "portal" access to view their own tickets
| |
| − | **Cannot parse tickets based on rules
| |
| − | **the current installation did not send out registration emails, something wrong with vtiger config on this server, but I did not troubleshoot futher.
| |
| − | **the /portal extension may be a very good basis to do program invoicing where clients can log in and see their invoices and total. freshbooks has this part LICKED.
| |
| − | *adding a combo box to custom fields in ticket caused ticket module to crash
| |
| − | Fatal error: Call to undefined function: str_ireplace() in /home/sequoia/public_html/crm/include/utils/DetailViewUtils.php on line 129
| |
| − | | |
| − | *Conclusion: vtiger is not a good ticketing system at this point.
| |
| − | | |
| − | | |
| − | = Outlook =
| |
| − | *outlook extension synced calendar items fine
| |
| − | *crashed on tasks. i am running outlook on exchange, does it work standalone?
| |
| − | ::no, doesn't matter if it is exchange or standalone. synching is not currently workgint with vtiger 5.02 + outlook 2003 --[[User:Phalseid|Phalseid]] 08:33, 9 Nov 2006 (NZDT)
| |
| − | | |
| − | | |
| − | | |
| − | =====
| |
| − | | |
| − | So this is the major issue at hand. Some companies like SCC and the rental business have work orders that need to have calendaring and scheduling available to them.
| |
| − | | |
| − | Right now, the crms only show meetings and tasks on the calendar. I cannot use the purchase order or sales order to do work orders since both of those need products to be assigned at creation. A work order stays open until work is completed and charges are assigned. In the rental world the work order can be open for years and have accruing charges and periodic billing.
| |
| − | | |
| − | AHHHHHHHHHHHHHHHHHHHHHRRRRRRRRRRRRRRRRRRRRGGGGGGGGGGGGGGGGGGGGGG
| |
| − | | |
| − | [[User:Aregularjoe|Aregularjoe]] 08:09, 9 Nov 2006 (NZDT) | |
| − | | |
| − | | |
| − | ----
| |
| − | phalseide: im in...gotta leave at 7:00 sharp.!
| |
| − | GG720InTheBooks: hey
| |
| − | GG720InTheBooks: ok
| |
| − | GG720InTheBooks: I am looking at making the column count vary by block on the screen
| |
| − | GG720InTheBooks: fyi, terminoloy is
| |
| − | GG720InTheBooks: each page is a tab
| |
| − | GG720InTheBooks: so tabs have blocks and blocks have details(rows) and details have fields
| |
| − | GG720InTheBooks: all elements are explicitly defined in the database
| |
| − | GG720InTheBooks: woo hoo
| |
| − | GG720InTheBooks: so i plan to add a field to blocks called columncount to indicate how may columns of data to display
| |
| − | phalseide: got it.
| |
| − | GG720InTheBooks: not to sure how this affects tab order, i am investigating
| |
| − | phalseide: okay, i have found groups. i can assign a contact to either a user or a group. now, for example, should i assign "smart carpet care" to group Adeft or should we make groups like this: Adeft\Marketing Group Adeft\Sales Group Adeft\Team Selling?
| |
| − | GG720InTheBooks: i think os
| |
| − | GG720InTheBooks: so
| |
| − | GG720InTheBooks: lets do this
| |
| − | GG720InTheBooks: do a Adeft/sales
| |
| − | GG720InTheBooks: Adeft/Administrative
| |
| − | GG720InTheBooks: Adeft/Field Service
| |
| − | phalseide: okay. this is cool, we can assign levels of users, like all CEO's can see adeft.com
| |
| − | GG720InTheBooks: sure
| |
| − | phalseide: "ROLES"
| |
| − | phalseide: can we add roles?
| |
| − | GG720InTheBooks: remeber there is two options
| |
| − | GG720InTheBooks: yes
| |
| − | GG720InTheBooks: roles and groups
| |
| − | GG720InTheBooks: issue is you have to repeat a role
| |
| − | GG720InTheBooks: for every business
| |
| − | phalseide: right, so Sales
| |
| − | phalseide: has to be X\Sales
| |
| − | phalseide: right?
| |
| − | GG720InTheBooks: yes
| |
| − | phalseide: k
| |
| − | phalseide: np
| |
| − | GG720InTheBooks: hold one
| |
| − | phalseide: this is pretty slick then
| |
| − | GG720InTheBooks: on
| |
| − | GG720InTheBooks: let me see again
| |
| − | phalseide: k
| |
| − | GG720InTheBooks: i get confused
| |
| − | GG720InTheBooks: i am looking at various table css right now
| |
| − | GG720InTheBooks: http://icant.co.uk/csstablegallery/index.php?css=40#r40
| |
| − | phalseide: i think we need to modify orgization in roles, not the groups
| |
| − | GG720InTheBooks: right
| |
| − | phalseide: groups will be the "same"
| |
| − | GG720InTheBooks: i am relearning
| |
| − | phalseide: sales, marketing, etc
| |
| − | phalseide: right now you have the org set up with CEO\BLAH
| |
| − | GG720InTheBooks: this needs to be for us
| |
| − | GG720InTheBooks: something like
| |
| − | phalseide: i guess we have to duplicate in one or the other, the decision is which way...
| |
| − | phalseide: what impacts the calendar
| |
| − | GG720InTheBooks: Streamline Gurus
| |
| − | GG720InTheBooks: then businesses under that
| |
| − | phalseide: without looking, logic tells me we need to do it in roles.
| |
| − | GG720InTheBooks: then Adeft Administration
| |
| − | phalseide: okay, im gonna set up roles like that
| |
| − | GG720InTheBooks: Then Adeft Customer Support on the same level
| |
| − | GG720InTheBooks: yes roles looks like it
| |
| − | GG720InTheBooks: roles is people focused
| |
| − | GG720InTheBooks: profiles are software and module focused
| |
| − | GG720InTheBooks: roles and profiles meet up in groups
| |
| − | phalseide: yep
| |
| − | phalseide: what was the name you saw on that truck in denver?
| |
| − | GG720InTheBooks: i forgot
| |
| − | phalseide: crap!
| |
| − | GG720InTheBooks: something cool
| |
| − | phalseide: yeah...
| |
| − | phalseide: okay, so relating this to smart carpet care...
| |
| − | phalseide: in his franchise, he has complete control over the "groups". each franchise has to have the same "groups", which he dictates universally.
| |
| − | phalseide: for roles, he can see that for all of his different franchieese, right?
| |
| − | GG720InTheBooks: right
| |
| − | phalseide: so if he adds denver, it goes into roles
| |
| − | GG720InTheBooks: so Franchisor >>>Franchisee>>>Business Administration
| |
| − | phalseide: if he adds "carpet cleaner"
| |
| − | phalseide: it goes into groups
| |
| − | phalseide: got it.
| |
| − | phalseide: yep
| |
| − | | |
| − | GG720InTheBooks: and Field Tech in that same level
| |
| − | phalseide: okay. let me create some more stuff for us
| |
| − | GG720InTheBooks: hey
| |
| − | phalseide: and then i will play with some events and the calenar to make sure that what we see is what we want
| |
| − | GG720InTheBooks: one more level
| |
| − | phalseide: yeah?
| |
| − | GG720InTheBooks: under Franchisor
| |
| − | GG720InTheBooks: there needs to be regional mgmt
| |
| − | phalseide: right.
| |
| − | phalseide: like if he has a "super franchise"
| |
| − | phalseide: well, this looks pretty well thought out and extensible.
| |
| − | GG720InTheBooks: no he plans on having regional people to oversee a region of franchisees
| |
| − | phalseide: back to work/.
| |
| − | phalseide: ok
| |
| − | GG720InTheBooks: the regional people report to him
| |
| − | phalseide: yt
| |
| − | phalseide: ?
| |
| − | GG720InTheBooks: yep
| |
| − | phalseide: how do you add a module?
| |
| − | GG720InTheBooks: painfully
| |
| − | phalseide: yikes.
| |
| − | GG720InTheBooks: doable
| |
| − | GG720InTheBooks: we dont want to do that soon do we
| |
| − | phalseide: not a biggy now,
| |
| − | GG720InTheBooks: good
| |
| − | phalseide: no, i just was wishin;
| |
| − | GG720InTheBooks: we will need to later
| |
| − | phalseide: i can see how modules tie into display
| |
| − | phalseide: so yeah
| |
| − | phalseide: lets wait till someobody at tiger pays us to do it
| |
| − | GG720InTheBooks: right
| |
| − | phalseide:
| |
| − | GG720InTheBooks: they are working on making it easier
| |
| − | phalseide: the error messages need a lot of help. looks like bhaskar at 7-11 wrote most of them
| |
| − | GG720InTheBooks: he did
| |
| − | phalseide: i guess language files are a big deal in the works?
| |
| − | GG720InTheBooks: french and german done
| |
| − | GG720InTheBooks: i read that
| |
| − | phalseide: when will they finish english?
| |
| − | phalseide: ;)
| |
| − | phalseide: so they got hindi and punjabi nailed
| |
| − | GG720InTheBooks: when we finish evolving it
| |
| − | phalseide: maliallam is next
| |
| − | phalseide: then catoneses, then madarin
| |
| − | GG720InTheBooks: so english is behind the 100 plus dialects in india
| |
| − | phalseide: im sur
| |
| − | phalseide: sure
| |
| − | GG720InTheBooks: i'll work on the pig latin
| |
| − | phalseide: okay, help me build a test case...
| |
| − | phalseide: i want to create an event for adeft
| |
| − | GG720InTheBooks: or maybe the navajo
| |
| − | phalseide: sorry, a sales order
| |
| − | phalseide: in adeft
| |
| − | phalseide: that sequoiais cant see
| |
| − | phalseide: right?
| |
| − | phalseide: but that admin can see
| |
| − | GG720InTheBooks: right
| |
| − | GG720InTheBooks: right
| |
| − | phalseide: same for an event in the calendar?
| |
| − | GG720InTheBooks: yes
| |
| − | phalseide: and then for fun see if maxpc can see it
| |
| − | phalseide: (shared on purpose with that role)
| |
| − | phalseide: ?
| |
| − | phalseide: okay, im gonna create a bunch of users with different privelanges.
| |
| − | phalseide: im not gonna be much help more than a go or no on how easy this is.
| |
| − | phalseide: we can chat on the phone about pricing
| |
| − | phalseide: after i do this test
| |
| − | GG720InTheBooks: ok
| |
| − | phalseide: ah! revenue stream for robert and us....
| |
| − | phalseide: we create the franchises's website!
| |
| − | phalseide: ("optional")
| |
| − | GG720InTheBooks: he has already asked about his
| |
| − | GG720InTheBooks: i put it off
| |
| − | phalseide: good.
| |
| − | phalseide: we should get someone in there and work in parallel.
| |
| − | GG720InTheBooks: i mentioned that he needs to work through his identity first
| |
| − | phalseide: yeah
| |
| − | GG720InTheBooks: i told him I have a marketing company out of state that i work with
| |
| − | GG720InTheBooks: i explained that we can do web development
| |
| − | GG720InTheBooks: but that is not design
| |
| − | GG720InTheBooks: and that he needs to nail the image and identity, then design
| |
| − | GG720InTheBooks: then we code
| |
| − | GG720InTheBooks: he got it
| |
| − | GG720InTheBooks: again....
| |
| − | GG720InTheBooks: if I had a worksheet that explained that in very few words
| |
| − | GG720InTheBooks: we would have another person selling us
| |
| − | GG720InTheBooks: he could pass the sheet on to someone saying , you need to talk to these guys
| |
| − | GG720InTheBooks: looks like multiple column css tables is going to suck for making it variable
| |
| − | GG720InTheBooks: i have not given up
| |
| − | GG720InTheBooks: but ie is blowing it
| |
| − | GG720InTheBooks: we mandate Firefox
| |
| − | phalseide: YEAH!
| |
| − | phalseide: W3C baby
| |
| − | GG720InTheBooks: i don't want to spend my life troubleshooting css for ie
| |
| − | phalseide: so, there is a char limit to username....boo hiss
| |
| − | GG720InTheBooks: also
| |
| − | GG720InTheBooks: you cannot repeat a role name
| |
| − | phalseide: that makes sense
| |
| − | GG720InTheBooks: you have to put Adeft Managment
| |
| − | GG720InTheBooks: and MaxPc Management
| |
| − | phalseide: so we have to do it in both places.
| |
| − | phalseide: crap.
| |
| − | phalseide: but i understand that
| |
| − | phalseide: i guess
| |
| − | phalseide: a role is interchangeable
| |
| − | phalseide: and should only be filled by one person at a time
| |
| − | phalseide: people are interchangeable
| |
| − | phalseide: roles are not
| |
| − | GG720InTheBooks: right
| |
| − | GG720InTheBooks: and person may assume multiple roles
| |
| − | phalseide: right.
| |
| − | phalseide: yeah, mandate FF
| |
| − | phalseide: franchise requirement
| |
| − | phalseide: then we won't be fighting axtivex crap and updates, and we could even write some cool greasemonkey extensions
| |
| − | GG720InTheBooks: i have spent too many hours making layouts ie compatable to even give it thought for our projects
| |
| − | phalseide: AMEN
| |
| − | phalseide: you sound like the guys at wikiexpert
| |
| − | phalseide: they are always bitcing about IE.
| |
| − | phalseide: the js is even worse
| |
| − | GG720InTheBooks: its a waste
| |
| − | phalseide: i couldn't get any xpath stuff to work
| |
| − | phalseide: and i HAD to have that for what i did
| |
| − | GG720InTheBooks: i had a $800 project go negative because i had to fight ie compliance
| |
| − | GG720InTheBooks: load of crap
| |
| − | phalseide: man.
| |
| − | phalseide: btw,
| |
| − | phalseide: back to work
| |
| − | phalseide: i mean
| |
| − | phalseide: crap, phalseid/adeft.com can see all leads...
| |
| − | phalseide: adeft.com/phalseid i should say....
| |
| − | GG720InTheBooks: you need to resrict the data
| |
| − | GG720InTheBooks: under the user account
| |
| − | GG720InTheBooks: if i sounds like i know what i am talking about, its because i thought i say that
| |
| − | GG720InTheBooks: not sure
| |
| − | GG720InTheBooks: everyone is saying tabular data belongs in tables
| |
| − | GG720InTheBooks: not css
| |
| − | GG720InTheBooks: crap
| |
| − | GG720InTheBooks: should make it easier though
| |
| − | phalseide: okay.
| |
| − | phalseide: another thing you can do for pay...
| |
| − | phalseide: where do i limit users?
| |
| − | GG720InTheBooks: go to the user
| |
| − | GG720InTheBooks: edit ti
| |
| − | GG720InTheBooks: it
| |
| − | GG720InTheBooks: then somewhere in there
| |
| − | GG720InTheBooks: nope
| |
| − | GG720InTheBooks: crap
| |
| − | GG720InTheBooks: somewhere i saw data ownership
| |
| − | GG720InTheBooks: hey
| |
| − | GG720InTheBooks: under settings>>>Sharing Access
| |
| − | GG720InTheBooks: yeah ha
| |
| − | GG720InTheBooks: hope it works
| |
| − | phalseide: crap. im outta time.
| |
| − | phalseide: dang. maybe late tonight, after i attend to my poor wife
| |
| − | phalseide: sharing access works, but i don't see how to make specific information work with one of the specific roles that i made
| |
