Joshua D. Drake wrote:
> Hello,
>
> One of the things we have decided to try and do for (likley) 1.3 is to
> have some basic customer relationship management. I have been thinking
> alot on this and have come up with some rough ideas on a model.
>
> company:
> ----------------+--------------------------+--------------------------------------------------------------
> id | integer | not null default
> nextval('company_id_seq'::regclass)
> name | character varying(150) | not null
> type_id | integer | not null
> status_id | integer | not null
> created | timestamp with time zone | not null
> referred_by_id | integer |
> nextval('company_initial_id_seq'::regclass)
> revision | integer | not null
> tgrm_index | tsvector |
>
>
> id is just an easy way to manipulate the record
>
> name is the primary key
>
> type_id refers to a company_type column such as vendor,customer,lead,etc...
>
> status_id refers to a company_status table, active, inactive, dead
>
> referred_by_id refers to another company or person from which the
> company was referred by (thus relationship)
>
> created date the record was created
>
> revision fairly optional but used if we want to track all changes to the
> record
>
> tgrm_index used for fast partial word searching instead of ~ or ILIKE
>
> company_alias
> -----------------------+--------------------------+--------------------------------------------------------------------
> id | integer | not null default
> nextval('company_alias_id_seq'::regclass)
> company_id | integer | not null
> company_alias | text | not null
> description | text | not null
> created | timestamp with time zone | not null
> revision | integer | not null
>
> company_id refers to the company record
>
> company_alias is an alias for the company. This comes from my own
> experience where a customer will call and have three different names. I
> know them as foo.com, accounting knows them as Acme Corp. That kind of
> thing.
>
> description is a short note about the company
>
>
> I have a ton more but thought I would throw this out there including
> people/contacts, addresses etc..
>
> Joshua D. Drake
>
Would it be worth considering how SugarCRM or vtiger deal with
relationships as these seem to be the more popular of the OSS CRMS and
there have been numerous requests for integration tips over the years of SL.
Just a thought :)
W
-------------------------------------------------------------------------
Take Surveys. Earn Cash. Influence the Future of IT
Join SourceForge.net's Techsay panel and you'll get the chance to share your
opinions on IT & business topics through brief surveys - and earn cash
http://www.techsay.com/default.php?page=join.php&p=sourceforge&CID=DEVDEV
_______________________________________________
Ledger-smb-devel mailing list
[email protected]
https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
