Hi Geoff, Are you using CustRequest entity to track customer request?
If yes you can use CustRequestCommEvent <https://demo-trunk.ofbiz.apache.org:443/webtools/control/FindGeneric?entityName=CustRequestCommEvent> to associate Customer Request with communication events. Also, you can store the customerPartyId in CommunicationEvent.partyIdTo field. Thanks & Regards -- Deepak Dixit www.hotwax.co On Sun, May 27, 2018 at 10:28 AM, GeoffG <[email protected] > wrote: > Hi, > > I'm trialling the CRM component of Ofbiz and am having difficulty linking a > communication event to a customer request item. The scenario that I have > is: > > 1. I created a party in Ofbiz representing my customer > 2. I created a request for quote and linked it to the party > 3. I created a quote and associated documentation outside Ofbiz but did not > create a quote inside Ofbiz > 4. I used MS Outlook to email the quote and associated documents to my > customer > 5. I saved the sent e-mail to disc so it could be uploaded into Ofbiz > 6. I created a communication event in Ofbiz > 7. I created a communication content item and uploaded the saved e-mail to > it, before linking it to the communication event > > This is where I got stuck. How do I go about linking the communication > event > to the customer request? I'm probably missing something simple but I just > can't see how to do it. > > Any help would be most appreciated. > > I am currently running Ofbiz 16.11.04. > > Thanks in advance...Geoff > > > > -- > Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html >
