Howto link communication events to requests

[GeoffG]

Hi,

I'm trialling the CRM component of Ofbiz and am having difficulty linking a
communication event to a customer request item. The scenario that I have is:

1. I created a party in Ofbiz representing my customer
2. I created a request for quote and linked it to the party
3. I created a quote and associated documentation outside Ofbiz but did not
create a quote inside Ofbiz
4. I used MS Outlook to email the quote and associated documents to my
customer
5. I saved the sent e-mail to disc so it could be uploaded into Ofbiz
6. I created a communication event in Ofbiz
7. I created a communication content item and uploaded the saved e-mail to
it, before linking it to the communication event

This is where I got stuck. How do I go about linking the communication event
to the customer request? I'm probably missing something simple but I just
can't see how to do it.

Any help would be most appreciated.

I am currently running Ofbiz 16.11.04.

Thanks in advance...Geoff



--
Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html

[Deepak Dixit-3]

Hi Geoff,

Are you using CustRequest entity to track customer request?

If yes you can use CustRequestCommEvent
<https://demo-trunk.ofbiz.apache.org:443/webtools/control/FindGeneric?entityName=CustRequestCommEvent>
to
associate Customer Request with communication events.
Also, you can store the customerPartyId in CommunicationEvent.partyIdTo
field.





Thanks & Regards
--
Deepak Dixit
www.hotwax.co

On Sun, May 27, 2018 at 10:28 AM, GeoffG <[hidden email]
> wrote:

> Hi,
>
> I'm trialling the CRM component of Ofbiz and am having difficulty linking a
> communication event to a customer request item. The scenario that I have
> is:
>
> 1. I created a party in Ofbiz representing my customer
> 2. I created a request for quote and linked it to the party
> 3. I created a quote and associated documentation outside Ofbiz but did not
> create a quote inside Ofbiz
> 4. I used MS Outlook to email the quote and associated documents to my
> customer
> 5. I saved the sent e-mail to disc so it could be uploaded into Ofbiz
> 6. I created a communication event in Ofbiz
> 7. I created a communication content item and uploaded the saved e-mail to
> it, before linking it to the communication event
>
> This is where I got stuck. How do I go about linking the communication
> event
> to the customer request? I'm probably missing something simple but I just
> can't see how to do it.
>
> Any help would be most appreciated.
>
> I am currently running Ofbiz 16.11.04.
>
> Thanks in advance...Geoff
>
>
>
> --
> Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html
>

[GeoffG]

Hi Deepak,

Thanks for your suggestion.

In answer to your question, I presume that I'm using the CustRequest entity
but as a general user of the system how would I know? I accept that what I'm
about to say is a bit cheeky, but as a user of the system I don't care what
the underlying entity is - I just want the system to provide an easily
accessible method for linking the two entities together.

I would have thought that the easiest option would be to provide a button
(or similar) on either the communication event page or the request page that
would allow me to select a communication and link it to a request.

The method that you proposed does that but it is not particularly obvious
nor is it easy to use without having to know the resource ID's for the two
entities. Given the extremely limited amount of documentation targeted at
users (that I've found so far anyway) I would never have found this solution
on my own.

I have done what you suggested and achieved the result that I desired. I've
added a bookmark in my browser so that I can use this again in the future.

Thanks again...Geoff



--
Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html