In previous version (6.1 and 6.0) opportunities had a "company" and a "contact" so you were able to know which specific person inside the customer company should be contacted.
In OpenERP 7 opportunities only has a related company, it is not possible to know which person is the responsible in the customer side. This looks like an important feature as the customer company might have hundreds of employees and you won't know who to send the opportunities emails or calls, or with whom to book a meeting.
Would somebody help me better understand how this should be handled in OpenERP 7?
Andres Calle TRESCLOUD
OpenERP 7.0 allows you to select a COMPANY, a CONTACT at a COMPANY, or a CONTACT:
Delta PC = company
Demo User = contact (not a great example, but an example!)
Delta PC, Richard Ellis = contact at company
This may not be possible with 'early' versions of 7.0 because I know there has been a lot of work done to address some issues with the way the model for partners changed between version 6.1 and 7.0.
I know it has been possible in the more recent builds to select all three combinations - and confirmed it works this way with today's build of 7.0.
When did you install 7.0? Have you updated?
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|Asked: 4/20/13, 5:10 PM|
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|Last updated: 3/16/15, 8:10 AM|