09-16-2016, 08:35 AM
I agree that copying fields from one module to another is a requirement, it is on our roadmap and even something we have dedicated time to but it is more complex than it may seem and something very easy to do in code so we always end up just hard-coding it. We will get to this.
But I see a problem with your request and the problem already solved so I don't really understand what your issue is. Let me try to explain.
If you have only one field on the Leads module to summarize if a Lead has read an email or not but you have many emails, which email was read? I mean even if this field says 6, for example, 6 what? were 6 emails opened, if so which ones? or was one email opened 6 times? it is not the same at all because if he opened one email 6 times there is definitely interest in something...
Instead if you go to the email related list of that lead right now as the application is you see a list of each email with the number of opens of each one, you can quickly see what is happening. If you go to the emails module or reporting you can get even more information.... so I don't understand where the problem is.
In any case, I saw yout email on the vtiger crm developer's list, thank you very much for the mention. If you are seriously thinking of using coreBOS for your clients you should consider getting a subscription. It is 100 euros a year and it gives you access to many modules but specially it gives you access to coreBOSCRM. coreBOSCRM has a bunch of enhancements which we cannot distribute due to license restrictions. The biggest enhancement is in the integration, specially sendgrid integration which will solve your problem of email templates and knowing what is happening with your emails, that integration tells you everything: if it bounced, if it was opened, how many times, if they clicked on any of the links inside the email, .... all that information gets directly in to coreBOS so you can act on it through workflows.
Keep asking....
But I see a problem with your request and the problem already solved so I don't really understand what your issue is. Let me try to explain.
If you have only one field on the Leads module to summarize if a Lead has read an email or not but you have many emails, which email was read? I mean even if this field says 6, for example, 6 what? were 6 emails opened, if so which ones? or was one email opened 6 times? it is not the same at all because if he opened one email 6 times there is definitely interest in something...
Instead if you go to the email related list of that lead right now as the application is you see a list of each email with the number of opens of each one, you can quickly see what is happening. If you go to the emails module or reporting you can get even more information.... so I don't understand where the problem is.
In any case, I saw yout email on the vtiger crm developer's list, thank you very much for the mention. If you are seriously thinking of using coreBOS for your clients you should consider getting a subscription. It is 100 euros a year and it gives you access to many modules but specially it gives you access to coreBOSCRM. coreBOSCRM has a bunch of enhancements which we cannot distribute due to license restrictions. The biggest enhancement is in the integration, specially sendgrid integration which will solve your problem of email templates and knowing what is happening with your emails, that integration tells you everything: if it bounced, if it was opened, how many times, if they clicked on any of the links inside the email, .... all that information gets directly in to coreBOS so you can act on it through workflows.
Keep asking....
Joe
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TSolucio