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Observations from using vtiger - Printable Version

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Observations from using vtiger - Nigel_R - 04-17-2014

Hi,

I've been using vtiger for 9 years now, so I've got a few (!) feature requests for you. Hopefully some will strike a chord with other users:

Telephony:
I can click to dial a customer, but not a vendor. We do phone both!

Assets / Trouble tickets / Service contracts:
These don’t automatically integrate. Most tickets relate to a specific asset. An asset field in the trouble ticket would be nice. It would be useful to be able to bring up a list of assets relating to an organisation to populate this field, in the same way as the vendors/products. If the organisation has a current service contract, it would be useful to see / add it on the ticket.
Don’t get me started on the subject of time….!

Ticket emails:
These are rubbish out of the box!
I’ve been using the patch at https://discussions.vtiger.com/index.php?p=/discussion/54681/vtiger-5-4-0-helpdesk-email-notification-module-bugs-correct/p1 which at least gives an opportunity to create a nice looking email. Ideally (from my point of view) the subject needs to also include the organisation name, and the body should include the asset and contract info.

Contacts vs organisations.
It would be nice to have a central configuration choice (radio button) of whether organisations or contacts will be the primary choice.

Integration:
From a personal point of view it would be nice to integrate assets with OCS Inventory - http://www.ocsinventory-ng.org/

Those are just a few which spring to mind immediately. <!-- s:roll: --><img src="{SMILIES_PATH}/icon_rolleyes.gif" alt=":roll:" title="Rolling Eyes" /><!-- s:roll: -->

Nigel


Re: Observations from using vtiger - joebordes - 04-17-2014

wow, 9 years!!

Received. Most of those issues are on my mind also, specially the ticket messages and I like the idea of the B2B/B2C switch.

I will organize and come back to answer this ticket as things happen.


Re: Observations from using vtiger - Nigel_R - 04-17-2014

https://discussions.vtiger.com/index.php?p=/profile/990/nigel_r
Yup, nine long, long years....
<!-- s:o --><img src="{SMILIES_PATH}/icon_e_surprised.gif" alt=":o" title="Surprised" /><!-- s:o -->

Thanks for taking these thoughts on board.


Re: Observations from using vtiger - saidmsl - 09-15-2014

Telephony:
I can click to dial a customer, but not a vendor. We do phone both!

run this sql :
update vtiger_field set uitype=11 WHERE tabid=18 and fieldname = 'phone'


Re: Observations from using vtiger - joebordes - 09-15-2014

I just added this change to coreBOS:

<!-- m --><a class="postlink" href="https://github.com/tsolucio/corebos/commit/f3a6ae31623e9b99380aeea76a19d41b9c943221">https://github.com/tsolucio/corebos/com ... 1b9c943221</a><!-- m -->