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Re: Working as designed?

by
Elmatica AS, Luis Alberto Panozzo
- 05/18/2015 06:13:09
Yes, thank you all for the pointers .....


Luis Panozzo (Lp)
Technology Manager
Elmatica AS
luis.panozzo@elmatica.com
Skype: luispanozzo

On 18 May 2015 at 11:15, Martin Trigaux <mat@odoo.com> wrote:
On 16/05/15 13:34, Luis Panozzo wrote:
> Each incoming email generates a lead.
> If it recognizes the email-sender, Odoo will associate it to the given
> customer.
> So far so good.
> But it does not assign the lead to the designated salesperson for the
> customer. 
> Is this a "feature" (working as designed -WAD) or is it a bug?
> Supposing it is the first one, is there of triggering the
> auto-assignment (short of programming, of course. Actions? Window Action?)
> Thank you in advance.
> Lp
> 
> PS: Odoo V8

Lead assignation is tricky and depends of many criteria. We currently do
not use the salesperson field for this purpose (so yes, working as
designed) but it could be changed with a server action.

but now I see Jeremy has already replied as well
https://www.odoo.com/forum/help-1/question/leads-with-partial-assignment-85512

-- 
Martin Trigaux
Odoo (Formerly OpenERP)
https://odoo.com
https://github.com/mart-e

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