Can we create a poll for users to vote?

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  • JosNas
    Member
    • Sep 2021
    • 97

    Can we create a poll for users to vote?

    Hello,

    I was wondering if it is possible to to create a poll and share it with the CRM's users so they could vote for something. Is this doable?

    Thank you in advance.
  • harrytruman
    Member
    • Jun 2023
    • 98

    #2
    Great question. I'd love to see this too.

    Comment

    • rabii
      Active Community Member
      • Jun 2016
      • 1250

      #3
      Originally posted by JosNas
      Hello,

      I was wondering if it is possible to to create a poll and share it with the CRM's users so they could vote for something. Is this doable?

      Thank you in advance.
      Vote for what as example?
      Rabii
      Web Dev

      Comment


      • esforim
        esforim commented
        Editing a comment
        Chocolate or Strawberry cake for example. I guess it just a voting/polling feature.

      • rabii
        rabii commented
        Editing a comment
        lol definitely strawberry
    • harrytruman
      Member
      • Jun 2023
      • 98

      #4
      This might not be exactly what you're asking about, but I would like to create a way for users to rank records.

      -For example, a company record would have a field called "Openness to new business score."

      -User could rate a company as follows:

      1. Company is easy to work with, timely in communicating, open to new business partnerships.

      2. Company is average to work with.

      3. Company is difficult to work with, not responsive, very set in their ways and not open to new business partnerships.


      Each time a user ranks the records, their score is added to table. The average score of all user ratings is displayed in the field I mentioned earlier, called "Openness to new business score."

      Comment

      • JosNas
        Member
        • Sep 2021
        • 97

        #5
        Originally posted by rabii

        Vote for what as example?
        Basically let's say my CRM is for an organization. A user let's say creates a poll to pitch a new idea. Below are 2 examples:
        1) Who agrees to hold a dinner for the organization: Yes / No -> 30 users let's say vote 'Yes' and 20 users vote 'No'
        2) Voting inside the organization for a new President: Person 1, Person 2, Person 3 -> 10 users vote for Person 1, 15 users vote for Person 2, 25 users vote for Person 3.
        3) etc...

        Comment

        • harrytruman
          Member
          • Jun 2023
          • 98

          #6
          Here's an example plugin from SuiteCRM that allows a user to rate (1-5 stars) a specific record. Scoring and Rating field widget | SuiteCRM Module​

          Has anyone created a plugin or extension like this for EspoCRM? Would be happy to purchase it.

          Comment

          • abidoss
            Senior Member
            • Mar 2023
            • 228

            #7
            There is already an extension that is almost what you want, developed by @eymen-elkum

            Star rate field for EspoCRM,This extension extends the espocrm fields with a new type named "Rate".Support single or multiple cretiria and calculate the average of the rows rates.You also can check the video on our Youtube.

            Comment

            • harrytruman
              Member
              • Jun 2023
              • 98

              #8
              Originally posted by abidoss
              There is already an extension that is almost what you want, developed by @eymen-elkum

              https://www.eblasoft.com.tr/espocrm-...crm-rate-field
              You're exactly right. I just found it after posting my question. Thanks for the quick response.

              Comment

              • hamster
                Junior Member
                • Apr 2023
                • 17

                #9
                A simple Poll module (not for rating) would with the following features would be great:

                - adding a question
                - possible answers should be yes, no, abstention
                - adding contacts to the poll
                - send email notifications to the contacts
                - link the poll to accounts
                - overview about the answers per contact (like in the meeting module)
                (- available for portal users)

                The thing would be similar to the meeting module, where you can send invitation mails to the contacts with the possibility to answer. Simple and powerfull

                I am up to pay for something like this.

                Comment

                • hamster
                  Junior Member
                  • Apr 2023
                  • 17

                  #10
                  To beginn with, i think it would be enough to copy the meeting module with all its relations, rename it to "polls" and make it possible to install / run it as own module. Essential would be the possibility to send invitation email and to alter the email template (just like the meeting module). For further developement I would test it in a live environment.

                  While I am just a stupid user, with even more stupid ideas, I want to ask if this is even possible and how hard it would be to realize it.

                  Comment

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