Hello… And, Happy Holidays.
I’ve been lurking around OroCRM for a while now. And, I’m having some trouble penetrating the concepts around how this CRM is built. I’ve used Salesforce, Highrise, Act and few other CRMs over the years, so I ‘get’ the basic CRM concept. However, I haven’t conceptualized how OroCRM works – the nomenclature, etc. For example, how do ‘Channels’ and ‘Workflow’ and ‘Entities’ interact?
Another example, take first section of the User Guide: Workflows.
Workflow is a set of ordered actions that can be performed with the specific entity. Workflow allows the user to manage entities, update existing ones and create new. From the user’s POV workflow appears as a set of buttons which may open forms that allow to manipulate entity data.
Some feedback on this section:
- Where’s the general introduction for the user? It seems like diving into Workflows is a little premature.
- This section on Workflow is screaming for a visual aid
- What’s the definition of an ‘entity’?
- Last, give an example.
I realize OroCRM is in the early stages of development. And, I’d like to help the community (and myself). So, I propose some sort of working group to get better documentation together. I’m happy to devote time to learning and writing. Perhaps the OroCRM team can provide a little structure around how to get some better user documentation together.
Anyone else have ideas?
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