Hi Jacques ,
Nice to hear from you and the List ,
Once again i am on OFBiz for a different project this time and loving it !
nextStepDate is available when we create the sales opportunity.
Many a times the lead needs to be followed up before deciding to convert it
to a
account/contact combination or creating a sales opportunity.
I feel That workflow of followup cannot be captured with the current data
model.
Although i try my best to use existing models , but To deal with this i
created
a new Entity in a separate schema of my DB ( so as not to pollute ofbiz
entities)
\d contrib.lead_followup
Table "contrib.lead_followup"
Column | Type | Modifiers
----------------+--------------------------+------------------------
party_id | character varying(20) | not null
role_type_id | character varying(20) | not null
next_step | text | not null
next_step_date | timestamp with time zone | not null
from_date | timestamp with time zone | not null default now()
thru_date | timestamp with time zone |
Foreign-key constraints:
"lead_followup_party_id_fkey" FOREIGN KEY (party_id, role_type_id)
REFERENCES ofbiz.party_role(party_id, role_type_id)
This serves my current purpose .
regds
Rajesh Kumar Mallah.
redgrape.tech
On Tue, Feb 19, 2019 at 6:14 PM Jacques Le Roux <
[email protected]> wrote:
> Rajesh,
>
> nextStepDate ?
>
> Jacques
>
> Le 16/02/2019 à 17:24, Rajesh Mallah a écrit :
> > Hi List,
> >
> > Before creating a sales opportunity from a lead record in SFA we want to
> > store the information on the next followup date of a lead.
> >
> > Is there any related data model or entity for that ?
> >
> > *I am trying to follow
> >
> https://www.shellblack.com/whiteboard/overview-of-leads-account-and-contacts-the-salesforce-data-model/
> > <
> https://www.shellblack.com/whiteboard/overview-of-leads-account-and-contacts-the-salesforce-data-model/
> >
> > *
> >
> > regds
> > mallah.
> >
>
