Missing Functionalities in SugarCRM 4.0.0 OS Version for Campaign Management

[ravindram]

Hi All,
I am doing testing on the SugarCRM 4.0.0 OS version features. and I found the following things, hope this mey be useful to all:

Missing Functionalities in SugarCRM 4.0.0 OS Version for Campaign Management

1. Create Campaign:
a. Assigned To: It should be on role based, but at this time it is User based in the system.
b. Status: Based on the Start Date and End Date if it can change the Status Automatically it is more useful, But at the same time we need to give an option to End users to choose automatic change of status or not.
c. Budget, Expected Revenue, Actual Cost, Expected Cost: For all these fields after Text Box if we show the Currency Symbol which user selected in Admin Panel looks much better.
d. Tracker Link Text and Tracker URL: There is no meaning for these fields if the campaign type is not Email. So it should be visible only if we select the Campaign Type is Email.
2. Create Target List:
a. Assigned To: It should be on role based, but at this time it is User based in the system.
b. Type: If the system shows any help on the type field its good. If am expecting some thing like this. By moving the mouse pointer to Type it should tell
i. If type is Default all the targets in this list will receive the emails and Sugar will generate statistics for these targets activities.
ii. If type is Seed they are Campaign Preview Users who will receive the Campaign Email First and they need to accept the Campaign.
iii. If type is Test these targets will receive the Test Campaign Emails.
iv. If type is Suppression these targets will not receive the emails.
3. Campaigns: Send Emails
a. Accept Campaign: This feature is not included. Like Send Test there should be Accept Campaign option, which will use the Seed Target List.
b. View Status: It’s enabled only for Email Campaign, but it is necessary for Tele Sales Campaigns also.
c. Delete Test Entries: After removing the Test Entries also this button is enabled. Either need to Disable or Hide this if there is no test entries.
d. Add to Target List: For each record we need Selection Check Box here. At this time it’s adding all the Targets to a Target List from the Sub Panel. Some times we may need to add only few from the Sub Panel List.
e. Leads Created: If we convert a Target as Lead that activity is not showing here and in Campaign Log.
f. Contacts Created: If we convert a Target as Lead that activity is not showing here and in Campaign Log.
g. VCR Buttons: Its disappearing we come from Campaign  Detail View  Target List  Target Detail View. Even though a target list is having more than one Target its not showing the VCR Buttons.
h. Additional Details: It’s disappearing in Sub Panels. For Example Campaign Detail View has sub Panel of Target List, which is not showing the Additional Details.
4. Targets: Detail View:
a. Convert Target: Not Storing the Successful Campaign details. Campaign log also not showing this Activity.
b. Missing Activities: On targets also we need to store activities like when we called him last time and what is the out come. Many times when we try to call targets they may be in Voice Mail. So we need to store all these details in system.
5. Suppression List: If the system is having one suppression list even though its not added to the campaign the system is not sending mails to these people. But it should work based on campaign. Suppression list may vary from Campaign to Campaign.

[kickn]

I just noticed the 'convert target' problem which is critical to what I'm working on right now - did you get anything sorted?