In the customer view exists a history tab, that is invisible by default. Here is what the documentation wrote about it:
"the History tab (visible if you install other modules like crm) contains the history of all the events that the partner has been involved in. These events are created automatically by different system documents: invoices, orders, support requests and so on, from a list that can be configured in the system. These give you a rapid view of the partner's history on a single screen." (//doc.openerp.com/7.0/book/1/1_2_Guided_Tour/1_2_Guided_Tour_connect_openerp/#managing-partners)
Well, I installed crm and no history tab appeared in customer view. So how can a manage to show invoices, orders, calls and so on in the history tab? Where is the "list that can be configured in the system"?
Hello, Install crm_claim module. Then you can view history tab in customer. In that you can get other fields by installing 'project_task','event','marketing_campaign' as 'History' tab contains value of this modules.
I already tried this. You're correct: history tab appears when installing crm_claim module. Nevertheless only information about claims are shown. So where are the mentioned information about invoices, orders and so on?
You want to display sale orders & invoices for particular customer?
After reading the documentation, I expected an overview about all events the customer has been involved in, especially the mentioned invoices and orders. So yeah, I want to display sale orders & invoices for a particular customer, but (in the current case) meetings, calls and opportunities, too. I want to show all these information in one view. I thought the history tab would offer this.
I have another question related with history tab. I just wann'a know how need to in history put all information about events,orders or so on. Because on my openerp database pushing button "history" I just see tasks.
@Egle you need to create a record for specific customer in particular object. Like to view record in 'Claim' yo need to enter data in crm_claim for customer. In Sales -> After-sale Service create a record & give value in 'Partner'(In Claim Description tab). You can then view a record in Claim for that customer you selected. Do same for all other like 'event','project'.
If you can give any example? Because I not really can imagine what thats looks like. Or maybe something is missing to me. :O
Go to Project -> Tasks Create a task. In 'Extra Info' tab you can view 'Customer', Assign a customer(I taken 'Agrolait'). Then save a record. In 'Extra Info' tab now 'Agrolait' become a link. click on it. It will open 'Agrolait' detail. Go to 'History' tab. You can find you task there. Hope it help you. :)
I try, it works. And I have another question to you :). I don't know how to say, but i wann'a that in tab history be more 'tables'. Example in openerp v6 when I click Sales--->Address Book--->Client I chose a company. And then i can see all information about every company. And when i push history there are more then one table: tasks, meetings,calls and other. Now back to my question: In openerp v7 when i click this button "history" i just can write task, but i wanna in history see all meetings with that person, or calls. If it possible to do? :)
Yes it's possible. But it need some customize code as I have written in the answer.
Very thanks :)