A Dijous, 27 de desembre de 2012 21:50:07, Cédric Krier va escriure: > On 24/12/12 09:19 +0100, Albert Cervera i Areny wrote: > > In sale_opportunity module party is a required field and in the blueprint > > [1] nothing is said about the management of unqualified leads. In many > > cases, at the beginning the lead cannot have a party either because you > > don't know if the lead is in your target audience or because you don't > > even know its name (you may have an e-mail, a telephone...). > > > > Was the management of unqualified leads alread discussed? If so, how was > > that designed? > > I don't find it is a design issue. You must be able to identify the > party of the lead. So it will be a mistake to duplicate such information > that is already design on party. > But I agree that the name of the party should not be required as the > code already is.
People usually only create the party when they know that lead is actually of the company's target, so in a way you try to keep the party as clean as possible until you have enough information and you qualify it: that is, at least you know it's name and you know of its interest. I'd say that users will consider it possible to have duplicated leads because the information may be so bad at times, but once qualified you should be able to recognize it is an existing party if it is the case. I think it is better to have a subject in the lead that lets you "recognize it" such as "The cousing of customer A" and not force the creation of the party with only that information. I don't think it make sense to have a party with only that text in the notes. -- Albert Cervera i Areny http://www.NaN-tic.com Tel: +34 93 553 18 03 http://twitter.com/albertnan http://www.nan-tic.com/blog -- -- [email protected] mailing list
