accounts, contacts in SFA

[Pierre Smits]

Hi all,

After having build a set of account and contact data and having it uploaded
in OFBiz I noticed a few things

Sorting of accounts in the overview is based on de ID of the party and not
on the name of the party. The same goes for the contact. I haven't checked
the leads regarding this, but I assume it to be the same issue.

It seems to me that having these list sorted on name would be a better
solution. What do you think?

The other thing is that after going through the stored data I noticed also
that Accounts and Contacts that don't have contactmech details aren't shown
in the overviews although they are visible in Party Manager with correct
roles. I also noticed that when entering a new Contact through the Quick-Add
option without an email adress doesn't show up in the contacts list either.

My questions are:
Shouldn't Accounts and Contacts always show up in their designated SFA
overviews irrespect of having contact mech details or not?
Shouldn't the Quick-Add option not also have a manditory aspect for the
email address as well?

Regards,

Pierre

[Jacques Le Roux]

From: "Pierre Smits" <[hidden email]>

> Hi all,
>
> After having build a set of account and contact data and having it uploaded
> in OFBiz I noticed a few things
>
> Sorting of accounts in the overview is based on de ID of the party and not
> on the name of the party. The same goes for the contact. I haven't checked
> the leads regarding this, but I assume it to be the same issue.
>
> It seems to me that having these list sorted on name would be a better
> solution. What do you think?

Agreed
 

> The other thing is that after going through the stored data I noticed also
> that Accounts and Contacts that don't have contactmech details aren't shown
> in the overviews although they are visible in Party Manager with correct
> roles. I also noticed that when entering a new Contact through the Quick-Add
> option without an email adress doesn't show up in the contacts list either.
>
> My questions are:
> Shouldn't Accounts and Contacts always show up in their designated SFA
> overviews irrespect of having contact mech details or not?
> Shouldn't the Quick-Add option not also have a manditory aspect for the
> email address as well?

If your data are for test, could you please upload them to trunk demo to allow a quick review?

TIA

Jacques

> Regards,
>
> Pierre
>

[Pierre Smits]

Hi Jacques,

Unfortunately anonymizing my set of data to use as a test in demo is on
short terms not viable. However creating contacts and leads through
quick-add is an easy method to reproduce the issues.

I created in backend demo's of trunk and 9.04 a lead and an account (Pierre
Smits). In the demo version of the trunk both the contact and the lead
doesn't show up. But in 9.04 they do.

Regards,

Pierre

2010/6/11 Jacques Le Roux <[hidden email]>

> From: "Pierre Smits" <[hidden email]>
>
>  Hi all,
>>
>> After having build a set of account and contact data and having it
>> uploaded
>> in OFBiz I noticed a few things
>>
>> Sorting of accounts in the overview is based on de ID of the party and not
>> on the name of the party. The same goes for the contact. I haven't checked
>> the leads regarding this, but I assume it to be the same issue.
>>
>> It seems to me that having these list sorted on name would be a better
>> solution. What do you think?
>>
>
> Agreed
>
>
>  The other thing is that after going through the stored data I noticed also
>> that Accounts and Contacts that don't have contactmech details aren't
>> shown
>> in the overviews although they are visible in Party Manager with correct
>> roles. I also noticed that when entering a new Contact through the
>> Quick-Add
>> option without an email adress doesn't show up in the contacts list
>> either.
>>
>> My questions are:
>> Shouldn't Accounts and Contacts always show up in their designated SFA
>> overviews irrespect of having contact mech details or not?
>> Shouldn't the Quick-Add option not also have a manditory aspect for the
>> email address as well?
>>
>
> If your data are for test, could you please upload them to trunk demo to
> allow a quick review?
>
> TIA
>
> Jacques
>
>  Regards,
>>
>> Pierre
>>
>>
>

[Jacques Le Roux]

Thanks Pierre,

I will try to have a look today...

Jacques

From: "Pierre Smits" <[hidden email]>

> Hi Jacques,
>
> Unfortunately anonymizing my set of data to use as a test in demo is on
> short terms not viable. However creating contacts and leads through
> quick-add is an easy method to reproduce the issues.
>
> I created in backend demo's of trunk and 9.04 a lead and an account (Pierre
> Smits). In the demo version of the trunk both the contact and the lead
> doesn't show up. But in 9.04 they do.
>
> Regards,
>
> Pierre
>
> 2010/6/11 Jacques Le Roux <[hidden email]>
>
>> From: "Pierre Smits" <[hidden email]>
>>
>>  Hi all,
>>>
>>> After having build a set of account and contact data and having it
>>> uploaded
>>> in OFBiz I noticed a few things
>>>
>>> Sorting of accounts in the overview is based on de ID of the party and not
>>> on the name of the party. The same goes for the contact. I haven't checked
>>> the leads regarding this, but I assume it to be the same issue.
>>>
>>> It seems to me that having these list sorted on name would be a better
>>> solution. What do you think?
>>>
>>
>> Agreed
>>
>>
>>  The other thing is that after going through the stored data I noticed also
>>> that Accounts and Contacts that don't have contactmech details aren't
>>> shown
>>> in the overviews although they are visible in Party Manager with correct
>>> roles. I also noticed that when entering a new Contact through the
>>> Quick-Add
>>> option without an email adress doesn't show up in the contacts list
>>> either.
>>>
>>> My questions are:
>>> Shouldn't Accounts and Contacts always show up in their designated SFA
>>> overviews irrespect of having contact mech details or not?
>>> Shouldn't the Quick-Add option not also have a manditory aspect for the
>>> email address as well?
>>>
>>
>> If your data are for test, could you please upload them to trunk demo to
>> allow a quick review?
>>
>> TIA
>>
>> Jacques
>>
>>  Regards,
>>>
>>> Pierre
>>>
>>>
>>
>

[Jacques Le Roux]

Hi Pierre,

I can't see any reasons why a contact will show only if s/he have an email. Hence we would not need to make the email mandatory, it
could be blocking sometimes, ie when you have not (yet) the contact email...
Do you expect to contribute a patch for that?

Thanks

Jacques

From: "Jacques Le Roux" <[hidden email]>

> Thanks Pierre,
>
> I will try to have a look today...
>
> Jacques
>
> From: "Pierre Smits" <[hidden email]>
>> Hi Jacques,
>>
>> Unfortunately anonymizing my set of data to use as a test in demo is on
>> short terms not viable. However creating contacts and leads through
>> quick-add is an easy method to reproduce the issues.
>>
>> I created in backend demo's of trunk and 9.04 a lead and an account (Pierre
>> Smits). In the demo version of the trunk both the contact and the lead
>> doesn't show up. But in 9.04 they do.
>>
>> Regards,
>>
>> Pierre
>>
>> 2010/6/11 Jacques Le Roux <[hidden email]>
>>
>>> From: "Pierre Smits" <[hidden email]>
>>>
>>>  Hi all,
>>>>
>>>> After having build a set of account and contact data and having it
>>>> uploaded
>>>> in OFBiz I noticed a few things
>>>>
>>>> Sorting of accounts in the overview is based on de ID of the party and not
>>>> on the name of the party. The same goes for the contact. I haven't checked
>>>> the leads regarding this, but I assume it to be the same issue.
>>>>
>>>> It seems to me that having these list sorted on name would be a better
>>>> solution. What do you think?
>>>>
>>>
>>> Agreed
>>>
>>>
>>>  The other thing is that after going through the stored data I noticed also
>>>> that Accounts and Contacts that don't have contactmech details aren't
>>>> shown
>>>> in the overviews although they are visible in Party Manager with correct
>>>> roles. I also noticed that when entering a new Contact through the
>>>> Quick-Add
>>>> option without an email adress doesn't show up in the contacts list
>>>> either.
>>>>
>>>> My questions are:
>>>> Shouldn't Accounts and Contacts always show up in their designated SFA
>>>> overviews irrespect of having contact mech details or not?
>>>> Shouldn't the Quick-Add option not also have a manditory aspect for the
>>>> email address as well?
>>>>
>>>
>>> If your data are for test, could you please upload them to trunk demo to
>>> allow a quick review?
>>>
>>> TIA
>>>
>>> Jacques
>>>
>>>  Regards,
>>>>
>>>> Pierre
>>>>
>>>>
>>>
>>
>

[Pierre Smits]

Hi Jacques,

I have created the appropriate JIRA's and will work on patches.

Regards,

Pierre

2010/6/12 Jacques Le Roux <[hidden email]>

> Hi Pierre,
>
> I can't see any reasons why a contact will show only if s/he have an email.
> Hence we would not need to make the email mandatory, it could be blocking
> sometimes, ie when you have not (yet) the contact email...
> Do you expect to contribute a patch for that?
>
> Thanks
>
> Jacques
>
> From: "Jacques Le Roux" <[hidden email]>
>
>  Thanks Pierre,
>>
>> I will try to have a look today...
>>
>> Jacques
>>
>> From: "Pierre Smits" <[hidden email]>
>>
>>> Hi Jacques,
>>>
>>> Unfortunately anonymizing my set of data to use as a test in demo is on
>>> short terms not viable. However creating contacts and leads through
>>> quick-add is an easy method to reproduce the issues.
>>>
>>> I created in backend demo's of trunk and 9.04 a lead and an account
>>> (Pierre
>>> Smits). In the demo version of the trunk both the contact and the lead
>>> doesn't show up. But in 9.04 they do.
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>> 2010/6/11 Jacques Le Roux <[hidden email]>
>>>
>>>  From: "Pierre Smits" <[hidden email]>
>>>>
>>>>  Hi all,
>>>>
>>>>>
>>>>> After having build a set of account and contact data and having it
>>>>> uploaded
>>>>> in OFBiz I noticed a few things
>>>>>
>>>>> Sorting of accounts in the overview is based on de ID of the party and
>>>>> not
>>>>> on the name of the party. The same goes for the contact. I haven't
>>>>> checked
>>>>> the leads regarding this, but I assume it to be the same issue.
>>>>>
>>>>> It seems to me that having these list sorted on name would be a better
>>>>> solution. What do you think?
>>>>>
>>>>>
>>>> Agreed
>>>>
>>>>
>>>>  The other thing is that after going through the stored data I noticed
>>>> also
>>>>
>>>>> that Accounts and Contacts that don't have contactmech details aren't
>>>>> shown
>>>>> in the overviews although they are visible in Party Manager with
>>>>> correct
>>>>> roles. I also noticed that when entering a new Contact through the
>>>>> Quick-Add
>>>>> option without an email adress doesn't show up in the contacts list
>>>>> either.
>>>>>
>>>>> My questions are:
>>>>> Shouldn't Accounts and Contacts always show up in their designated SFA
>>>>> overviews irrespect of having contact mech details or not?
>>>>> Shouldn't the Quick-Add option not also have a manditory aspect for the
>>>>> email address as well?
>>>>>
>>>>>
>>>> If your data are for test, could you please upload them to trunk demo to
>>>> allow a quick review?
>>>>
>>>> TIA
>>>>
>>>> Jacques
>>>>
>>>>  Regards,
>>>>
>>>>>
>>>>> Pierre
>>>>>
>>>>>
>>>>>
>>>>
>>>
>>
>
>