Hi Pierre, see replies inline...
On Wed, 2009-10-28 at 10:35 +0100, Pierre Smits wrote: > Hi Hans, > > Like I stated before I am more than happy to provide insights and submit > enhancements and patches. If appreciated I can submit an exerpt of a > requirement analysis I did a while back relating to CRM. It could help.... > sure why not..... > For the rest, see my inline comments > > 2009/10/28 Hans Bakker <[email protected]> > > > Hi Pierre, > > > > Let me first say hat we appreciate your efforts in this area but > > remember it is all voluntary unpaid work and does not have the top > > priority. Luckily David already answered a lot of your questions, saves > > me a lot of time :-) > > > > ... > > > > > > 1. leads/contacts/accounts (working on this one) > > We will rewrite the search/list functions and reusing as much as > > possible within these 3 functions implementing the all/my > > leads/contacts/accounts principle. Either all accounts in the system or > > all accounts assigned to me(logged in user). We will use the forms and > > the performfind service which is now standard practice in the ofbiz > > system > > We keep the current file organization and format which is shown in the > > sfa demo data. > > > > Enhancing search/list/filter features on start screens within SFA would > surely help user acceptance. Does the enhancement also include an easier way > to filter on Country/Account Manager/etc? if we have the performfind...extra selections are much easier to add then curently, perhaps initially not there we sure can add them later.... > > > > 2. Add a screenlet to the overview to show to whom the > > lead/contact/account is assigned. > > > > In the profile of a party in party manager there is a segment called > relations. Is that what we are looking for in SFA? > > Currently in the trunk an account is automatically related to the creator > with the creator being in the role of owner. Shouldn't the company be the > owner of the account and the creator the manager? If so, wouldn't this also > be applicable to contacts and leads? the problem with this is that existing parties do not show up......only new ones.... As we want to start simple and extend later we initially have a account/contact/lead assigned to an ownerparty as it is now.... > > > > > > 3. Events and calendar (add the existing portlet) > > > > 4. Create/assign/track activity/task related to an > > opportunity/lead/contact/account > > > > Does this imply that created/assigned task are also to be shown in the > events and calendar portlet (when dates are set)? > we sure could consider that.... > > > > > 5. Implementation of sales teams: open for discussion and probably need > > a customer assignment for this. > > > > Would this be like creating a team and assigning party members to it? With > the team members having all the rights to perform actions on the associated > account? Yes that is what we want however additionally with a sales manager who can assign and move accounts/contacts/leads between members... > > > > > > to be continued...... > > > > regards, > > Hans > > > > Antwebsystems.com: Quality OFBiz services for competitive rates > > > > > Regards, > > Pierre -- Antwebsystems.com: Quality OFBiz services for competitive rates
