A Dijous, 27 de desembre de 2012 23:38:14, Cédric Krier va escriure: > 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.
Agreed with the code + sequence. What do you mean by "to be converted"? You mean to be converted from lead to opportunity? If so, I agree, too. -- 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
