[Closed]Tickets - Alerts & Add-ons to Companies - OLD Forum of Users and Developers of Epesi BIM

[Closed]Tickets - Alerts & Add-ons to Companies

rapidpage

Hi,
-would it be possible to have an alert for tickets?
-would it be possible to have "tickets' in the add-ons list where "emails", "sales opportunities", "projects" ("tickets"), "sales opportunities" are?
Thanks,
Nicholas
RapidPage

jasiek

Nicholas,

Yes it is possible. Everything is possible. Unfortunately we have very limited resources. Look at examples how it is implemented in other modules and you can probably do it yourself. Frankly speaking - I have no desire to put very valuable time of EPESI team to work on such unproductive work.

Try to think outside the box. e-mail is dead. Read this: http://www.cmswire.com/cms/social-busin ... 019142.php

Why would you support a culture - implementing new system - to magnify the e-mail problem instead of solving it? If a user gets the notification about a task in EPESI he needs to go there anyway. EPESI Dashboard gives you a lot more information than Inbox in Outlook - trust me.

Instead of reading an e-mail I rely on a Watchdog. We don't alert each other and don't want to have a mass of e-mail alerts about something that I can glance on the Dashboard and see for example that someone started or stopped working on something. What requires my attention.

Instead of tons of e-mails in my Inbox from my co-workers, combined with alerts from a CRM system (I love the idea !) to get alerts from a calendar, projects, tasks, tickets, and what? When someone adds a contact or company? You see - all of this is handled automatically in EPESI by a watchdog process. You can observe individual records and entire categories. You are automatically watching records created by you (this can be changed in preferences on category by category basis) and those to you were added - for example if someone will add you to a taks or ticket. You will see all changes in one place. Watchog will even notify you that an e-mail came to a person you are observing. Someone else will e-mail that person and you will know about it via watchdog.

rapidpage

hmm...
very interesting, and your supporting article makes sense too, the only issue i see with it is everyone has to be on the same system, inside, outside, prospects.
I guess being the old school guy that i am i look to solve problems with the tools at hand...email, instant messaging or some single point of entry that is reliable and everyone can access. I cannot train the entire world to a new system nor can i get clients to do things "my way" so until another form of communication arrives that is universally accepted i have no choice but to use email.
I guess ultimately i could even use facebook to run my business as well.
I will close out this request and i thank-you very much to enlightening me to changes in the industry!
Nicholas Hughes

jasiek

Nicholas,

You don't need to change the world immediately nor convince "everyone has to be on the same system, inside, outside, prospects".
For communication with the "outside" you will still use e-mail - but because of integration of Roundcube with EPESI you will also cut down on forwarding e-mails to co-workers. Instead you archive e-mail, attach it to a task, ticket, etc.

Internally - there is no need to use e-mail at all, but in reality you will use it from time to time.

As for communication with the "outside" world - look at this quick video "tutorial" - http://www.youtube.com/watch?v=mapPKOD5bZE
This Sales and Change Order reporting tool was built in EPESI - outside users login, report their sales quota, generate up to date reports on the fly, etc.
"Outsiders" are limited to the sales report form and reports (thank's to EPESI's Advanced Permission System). It is used by close to 300 users from approximately 75 different companies.

The old system was e-mail based:
- participants e-mailed their sales
- someone was entering them manually into Excel
- report was e-mailed to all participants on a weekly basis
how inefficient and time consuming.

rapidpage

Hi,
Your suggestion threw me off so much i went out looking for a new CRM...Dolibarr, X2CRM, however none of these offer seemless integration with email like EPSI does.
I am a virtual company, all of my clients, contractors and vendors are connected with me only by email or telephone, so i need this integration that EPSI offers.

In a perfect world i would like:
-my contractors to login to EPESI (through a notification) and see their projects, tasks and tickets, where they could upload files and make notes, this way i could then reduce emails.
-my clients to login to EPESI (through a notification) and see the images of the projects, make their comments, this way i could reduce emails
-my clients to login (through a notification) and see and pay their outstanding invoices (i know that this module is not available)

For my single person virtual business the challenges are:
-single point of entry (one method to retreiving information, ie: EPESI) (tracking managing emails, telephone calls, appointments to drive sales forward and receivables up)
-Opportunities Management, Task Management (by client/project/ticket), Document Management (by client/project/ticket), Note Management (by client/project/ticket), Invoice Management (receivables are everything to a small business)

My issues at hand:
-EPESI manages emails very efficiently (sometime it is a bit slow, but i think that is my server)
-EPESI manages Tasks very well with EPESI, alerts work very well
-EPESI manages Tickets OK, but because of no alert system sometimes i forget to look at them to prioritize them
-EPESI manages Telephone calls and Meetings very well, alerts work very well
-EPESI manages Notes very well, and the ability within notes to have links and documents it very efficent to use
-EPESI manages opportunities very well, alerts work very well
-because Quotes is a missing EPESI module this requires managing two simultaneous systems of client lists and and reminders
-because Invoices is a missing EPESI module this requires managing two simultaneous systems of client lists and and reminders

Thanks for listening!

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