Videos: Group Permissions, Forum Explorer, Task System & more

[jstanden]

Hey everyone!

Here are a couple quick videos we put together to give an idea of what we've been up to lately:

Group Restrictions:
http://www.jumpcut.com/fullscreen?id=7A341C06D63411DC9536000423CF0184&type=movie

Forum Explorer:
http://www.jumpcut.com/fullscreen?id=49C8EED2D63611DCB1DC000423CEF5F6&type=movie

Task System (WIP):
http://www.jumpcut.com/fullscreen?id=1F3F8726D63511DC8B68000423CF385C&type=movie

Quick Mail Filtering:
http://www.jumpcut.com/fullscreen?id=4638C656D63211DCAD76000423CEF5F6&type=movie

Super Spam Purge:
http://www.jumpcut.com/fullscreen?id=CE56D782D63511DCBFE4000423CF0184&type=movie

If there's something in particular you'd like us to explain in a video, feel free to post your ideas.

Thanks!

[neenach2002]

I'd love to see a video on the CRM plugin when you guys have a chance! :)

[todd999]

I would like to see CRM and Calls

Will we be able to turn a ticket in to a lead or opportunity? can we get a report to track lead follow up and the sales funnel of open opportunities?

will we be able to set a rule that any email to an address such as Voicemail@ is turned into a call? we get all voice mail as an email....

Thanks
Todd

[neenach2002]

Hey Todd,

You can turn tickets into opportunities by:

Opening a ticket

Clicking opportunities at the top

Clicking add Opportunity.

Then under CRM, click the new opportunity. You'll see a list of the tickets/outgoing mail from that user, along with Tasks on any tickets for that user (I believe). Not 100% sure, as I haven't done a lot of "playing around" with our system (as it's live).

[jstanden]

Will we be able to turn a ticket in to a lead or opportunity? can we get a report to track lead follow up and the sales funnel of open opportunities?

Yeah, neenach mentioned one way to log an opportunity from a ticket. We've made that pretty easy. You can also create new opportunities from any list, or import them in XML (and soon CSV).

We've been using the XML import to pull in opportunities form our Instant Evaluations area on our website, from our beta/announce mailing lists, from Salesforce, etc. Having those addresses associated with what else we know about people has been a major help.

For the report and sales funnel/pipeline, yeah -- by implementing your other request for Amount and Probability fields it would be really easy to show the probable sales by assignee ranging over the expected close dates (e.g. quarters).

will we be able to set a rule that any email to an address such as Voicemail@ is turned into a call? we get all voice mail as an email....

It doesn't do that at the moment, but there's no reason it would be a difficult thing to support. When we revamp mail rules for pre/post parser events, and allow other plugins to provide new rule actions options, this would be even easier.

[joegeck]

will we be able to set a rule that any email to an address such as Voicemail@ is turned into a call? we get all voice mail as an email....

It doesn't do that at the moment, but there's no reason it would be a difficult thing to support. When we revamp mail rules for pre/post parser events, and allow other plugins to provide new rule actions options, this would be even easier.


Hey Todd,

Not sure if "calls" were literally a new concept you wanted implemented, or if the already available "log message" option fits the bill. In any case I thought I'd put in a JIRA request for a calls plugin for our developers to evaluate when time permits. Since this is a rather unique concept, please leave lots of feedback on how "calls" might be implemented directly at the issue's tracking portal page:

http://www.wgmdev.com/jira/browse/CHD-806

Or more importantly if my interpretation wasn't what you intended, post that in the comments and we'll revise or delete this open issue.

Thanks!