On 27/12/12 23:21 +0100, Albert Cervera i Areny wrote: > 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.
So ok to drop the required on party but then opportunity must have a code filled by a sequence and party must become required to be converted. -- Cédric Krier B2CK SPRL Rue de Rotterdam, 4 4000 Liège Belgium Tel: +32 472 54 46 59 Email/Jabber: [email protected] Website: http://www.b2ck.com/
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