Talk:VTiger

Document all changes to Vtiger here for example:

• /index.php got rid of logo

• loaded a few hundred contacts from local area
• 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 --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

Aregularjoe 08:09, 9 Nov 2006 (NZDT)

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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