there is a CRM based on ofbiz thru openstrageties. and most of the CRM abilities are already in Ver 4.0, just not centralized.
Case Torres sent the following on 1/17/2008 6:29 AM: > Yes, this is what my Sales Director is requesting. The sales team accesses > hundreds of contact/prospects from a day. There are at least 3?4? steps that > need to be taken to send an email. But, I believe this falls under > functionality pertaining to Contact Management. If I understand the state of > OFBiz correctly, the current Party Manager (Release 4) is not a contact > management app but there is a separate effort by dedicated individuals > creating a Contact Manager app for OFBiz?? > > Case Torres > [EMAIL PROTECTED] > > > >> -----Original Message----- >> From: BJ Freeman [mailto:[EMAIL PROTECTED] >> Sent: Wednesday, January 16, 2008 3:06 PM >> To: [email protected] >> Subject: Re: Is "Send Email" functional in Party profile >> >> on your user friendly side, how about changing the send Email >> to Create Email then put a Send button on the form that >> changes these statuses so the message will be sent. Over >> maybe just call the sendCommEventAsEmail >> >> Hans Bakker sent the following on 1/15/2008 7:33 PM: >>> Hi Case, >>> >>> you are lucky I am just installing these screens for my >> company here >>> and I will update these screens to be a bit more user >> friendly in the >>> next few weeks. >>> >>> An email is only send if you change the status to 'pending' >> and after >>> that to 'in progress' then the mail will be send if your >> parameters in >>> general.properties are correctly set. >>> >>> The note field on the communication event i think is for the >>> communication event, not for the party. >>> >>> Regards, >>> Hans >>> >>> >>> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote: >>>> I should mention that my Order Confirmation emails are >> being sent. So >>>> my mail configuration is, at least partially, setup right. >>>> >>>> Case Torres >>>> [EMAIL PROTECTED] >>>> >>>> >>>> >>>>> -----Original Message----- >>>>> From: Case Torres [mailto:[EMAIL PROTECTED] >>>>> Sent: Tuesday, January 15, 2008 10:52 AM >>>>> To: [email protected] >>>>> Subject: Is "Send Email" functional in Party profile >>>>> >>>>> Hi, >>>>> >>>>> Release 4, version: 602199 >>>>> Do I not have things configured properly or is "Send Email" >>>>> in Party Profile not functional? >>>>> I click on the "Send Email" button next to an email address for a >>>>> party. The form pops up and I fill in the fields and click "Save". >>>>> Should an email be sent? It's not being sent in my version. >>>>> Also, there is a "Note" field that I filled in thinking >> it would add >>>>> a note to the party profile but none was added. >>>>> >>>>> Appreciate and input. >>>>> >>>>> Thanks much, Case >>>>> >>>>> --- >>>>> Case Torres >>>>> Quantum Composers, Inc. >>>>> [EMAIL PROTECTED] >>>>> http://www.quantumcomposers.com >>>>> >>>>> > > > >
