Re: SugarCRM?
Olivier Hallot <[email protected]>
| Newsgroups | gmane.comp.cms.opengroupware.discuss.general |
|---|---|
| Message-ID | <[email protected]> |
Adam Tauno Williams escreveu: >>>Just being able to link a person and an enterprise would be very useful. >>> >>> >>Isn't this already implemented since the very begining? I can link >>several contacts into the same enterprise. There is a contact view in >>the enterprise panel that gathers all persons linked to it. Did I miss >>something? >> >> > >But things get a little mixed up. We create an Enterprise object XYZ >and associate Person objects that are employees (or somehow members) of >XYZ with the Enterprise object. > >But to associate a sales person, who works for us, with an enterprise is >a very specific type of relationship. To mix them together does get >quite confusing and is not KISS from the user perspective, since an >Enterprise can have dozens of contacts associated with it. > > > there is a field in the enterprise form named contact. Contact is a OGo account and is unique per enterprise record. I think in the past I asked to have this field available in the advanced search tab. If implemented, we can have all enterprise that has a given OGo account as contact. Saving the advanced search with a new tab and you get it handy (= sales territory). >It is possible to create a Sales project for each sales person and >associate all the enterprises for which they are responsible to that >project. The sales person can easily add that project to their favorite >projects list and the Sales Manager can have edit access. This model >works very nicely, especially since the project now shows up under that >Enterprise as well. But I don't know if people would consider this >'straight forward'. > > > The same idea as above could be implemented in projects. For example, lets implement an advanced search on projects, gathering info on project managers (or others in the access list) as well as extended attributes and save as a new project tab. Diferent from the favorites, this approach is a bit more automated. The more I look into , the more I think OGo is close to. -- Olivier Hallot Scinergy Consulting Tel (021) 8822-8812 Rio de Janeiro, Brasil http://www.scinergy.com.br -- OpenGroupware.org Discussion [email protected] http://mail.opengroupware.org/mailman/listinfo/discuss