| | 150 | == vtiger == |
| | 151 | |
| | 152 | === Basic Member Info === |
| | 153 | |
| | 154 | On the positive side - Only two postal addresses are allowed (one is primary). Contacts can be assigned to a login name. And - it took all of 10 seconds to figure out how to add my own custom fields to any of the screens. Very nice. |
| | 155 | |
| | 156 | On the negative side, ''on first run through'': only room for one email (you can opt out, but can't indicate that it is bad). I can't find anyway to indicate that an address or phone number is bad. Although I'm sure it's here somewhere, I don't easily see how I can track any kind of demographic data, indicate when the best time to reach people is (aside from using the generic description field), indicate what type of person it is (ally, member, etc), add voter data, or indicate what relationship they have to the organization. |
| | 157 | |
| | 158 | === Individual vs. Group/Household identity === |
| | 159 | |
| | 160 | Like SugarCRM, there are contacts and accounts. You can assign a contact to an account. Unlike SugarCRM there is no way to link an account to another account. |
| | 161 | |
| | 162 | No indication of household. |
| | 163 | |
| | 164 | === Interactions and Transactions === |
| | 165 | |
| | 166 | Like SugarCRM there is an endless list of potential transactions for each contact and each account - all geared out of the box for selling things to people. |
| | 167 | |
| | 168 | === General Reporting/Exporting === |
| | 169 | |
| | 170 | There is a generic export (and import) button. In addition, I much much prefer the search feature of vtiger to SugarCRM. The simple search is, well, a simple search. The advanced search allows you to select from every available field (including the custom one I added) and then indicate whether you want a boolean and/or search). |
| | 171 | |
| | 172 | In addition, they have a full on reports area with a list of built-in reports that can be viewed on screen, exported to a spread sheet or printed as PDF. And they have nice wizards allowing you to customize the input and output of the reports. |
| | 173 | |
| | 174 | === Access/Controls === |
| | 175 | |
| | 176 | The access control is amazingly granular. You have users and groups and roles and profiles. You can drill down to individual fields (including custom fields). I haven't really explored it carefully, but on first glance it looks extremely sophisticated. |
| | 177 | |
| | 178 | vtiger seems to be in the [http://www.google.com/search?q=vtiger%20mobile%20device same boat as SugarCRM] when it comes to access on mobile devices. |
| | 179 | |
| | 180 | === Membership metrics === |
| | 181 | |
| | 182 | Same as SugarCRM... |
| | 183 | |
| | 184 | === Usability === |
| | 185 | |
| | 186 | Not as elegant as SugarCRM - however, a reasonably easy to use interface nonetheless. |
| | 187 | |
| | 188 | === Developer/Code === |
| | 189 | |
| | 190 | Haven't looked under the hood yet. |
