I am having a problem working out how to replicate our business methodology in OpenERP.
We create quotes and work orders for Customers (usually a Customer is a business). The Customer may have multiple Contacts, and we may need to assign some or all of these Contacts to a Job (Quote, Production work etc.).
In OpenERO, if I go use a drop-down menu to select a Customer when creating a quote I get each company and each contact so it is a very unwieldy list. Is there a way of just seeing Customers and not Contacts in drop downs?
Also we seem only to be able to assign one contact to any task. Is there a way of assigning multiple Contacts?
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 3/22/13, 1:39 PM|
|Seen: 1101 times|
|Last updated: 3/16/15, 8:10 AM|