I have not covered SFA to be specific however I envision for SFA and CRM buttons that can be used to establish relationships. and yes some would be done thru SECA that trigger on say the creation of of a new lead. the new lead UI would need to have a partyid field for who the lead was to be related to, so others could input the lead for someone else Like getting email or snail mails where a someone input these and assigns the Party that will be responsible.
snowch sent the following on 7/16/2009 12:44 PM: > Sorry BJ, I didn't word my question very well. > > Do users need to manually create party relationship records? Which ones > should a user create manually (through the party relationship screen), and > which ones are created automatically (e.g. adding a SFA lead through the > ofbiz UI creates a new party relationship)? > > > > BJ Freeman wrote: >> you can use the >> https://demo.ofbiz.org/webtools/control/ViewRelations?entityName=PartyRelationship >> click on the related entity to see what data is in each >> >> >> >> snowch sent the following on 7/13/2009 2:07 PM: >>> What are the ways in which PartyRelationship's affect other ofbiz >>> functionality? >>> >>> For example, a recent forum post suggests that PartyRelationship's can be >>> used to create an organisational hierarchy that effects how accounting >>> information is rolled up. >>> >> -- >> BJ Freeman >> http://www.businessesnetwork.com/automation >> http://bjfreeman.elance.com >> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >> Systems Integrator. >> >> >> > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator.
