[jira] Created: (OFBIZ-3066) SFA Module - Opportunities
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[jira] Created: (OFBIZ-3066) SFA Module - Opportunities
 
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SFA Module - Opportunities
-------------------------- Key: OFBIZ-3066 URL: https://issues.apache.org/jira/browse/OFBIZ-3066 Project: OFBiz Issue Type: Bug Components: marketing Affects Versions: Release Branch 9.04, SVN trunk Reporter: Pierre Smits Fix For: Release Branch 9.04, SVN trunk It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
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[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Pierre Smits updated OFBIZ-3066: -------------------------------- Description: It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. was: It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Bug > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Fix For: Release Branch 9.04, SVN trunk > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Pierre Smits updated OFBIZ-3066: -------------------------------- Attachment: PartyForms.patch This patch enhances the overview of opportunities in the Account module of SFA (view account). Fields shown has been extended. Plus the user can now click through to the opportunity. > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Bug > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Pierre Smits updated OFBIZ-3066: -------------------------------- Issue Type: Improvement (was: Bug) Setting it to Improvement, as nobody perceive the issues mentioned as bugs. > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Pierre Smits updated OFBIZ-3066: -------------------------------- Attachment: Screenshot of OPO (One Page Overview) of Account.jpg Including the incorporation of opportunities and forecasts > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, Screenshot of OPO (One Page Overview) of Account.jpg > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Updated: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Pierre Smits updated OFBIZ-3066: -------------------------------- Attachment: SFA-CommonScreens.patch PartyManager-Party-partymgr-css.patch Updates to partymgr.css to correctly show segments at the bottom of an Account profile Updates to CommonScreens.xml in SFA to correctly display Opportunities. > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Assigned: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ] Hans Bakker reassigned OFBIZ-3066: ---------------------------------- Assignee: Hans Bakker > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768252#action_12768252 ] Hans Bakker commented on OFBIZ-3066: ------------------------------------ Pierre, some good suggestions...let me see what we can do.... > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768276#action_12768276 ] Jacques Le Roux commented on OFBIZ-3066: ---------------------------------------- Hans, Pierre, Please don't forget to discuss the payment method removing issue before any actions Thanks > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768588#action_12768588 ] Hans Bakker commented on OFBIZ-3066: ------------------------------------ can you tell me where this was discussed? > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768590#action_12768590 ] Pierre Smits commented on OFBIZ-3066: ------------------------------------- Hans, When you look over the attached image you'll see that I have left out the update functionality for payment details. This is just in my development environment, not in the patch. In a mail thread with Jacques I pointed out that in my opionion I do not see the added value in having this here. Showing yes, but maintaining it no. The reason for that is that maintaining payment details is not something organisation would like to see fulfilled by SFA-officers, but rather by accounting-officers. Regards, Pierre > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768595#action_12768595 ] Hans Bakker commented on OFBIZ-3066: ------------------------------------ sounds pretty reasonable to me.....we could give it a special permission so the user can give the access to the people who need it... On the other hand, lets first get the SFA usable and then solve these details which can be adjusted easily anyway > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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My opinion exactly!
2009/10/22 Hans Bakker (JIRA) <[hidden email]> > > [ > https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768595#action_12768595] > > Hans Bakker commented on OFBIZ-3066: > ------------------------------------ > > sounds pretty reasonable to me.....we could give it a special permission so > the user can give the access to the people who need it... > On the other hand, lets first get the SFA usable and then solve these > details which can be adjusted easily anyway > > > > > SFA Module - Opportunities > > -------------------------- > > > > Key: OFBIZ-3066 > > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > > Project: OFBiz > > Issue Type: Improvement > > Components: marketing > > Affects Versions: Release Branch 9.04, SVN trunk > > Reporter: Pierre Smits > > Assignee: Hans Bakker > > Fix For: Release Branch 9.04, SVN trunk > > > > Attachments: PartyForms.patch, > PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) > of Account.jpg, SFA-CommonScreens.patch > > > > > > It is possible to enter/select a currency for the opportunity. But the > value chosen is not shown on the overview of the opportunity > > Also it is possible to enter/select a type of opportunity. But it shows > the key value, not the description. > > The probalibility % is also included in the datateset for opportunity > stages. However, changing the stage doesn't result in changing the > probability. > > -- > This message is automatically generated by JIRA. > - > You can reply to this email to add a comment to the issue online. > > |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768597#action_12768597 ] Pierre Smits commented on OFBIZ-3066: ------------------------------------- Hans, Could you sum up what is meant by 'getting the SFA usable'. Or point to a document that state requirements and/or a gap-analysis? Regards, Pierre > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768606#action_12768606 ] Hans Bakker commented on OFBIZ-3066: ------------------------------------ have a look at http://docs.ofbiz.org/download/attachments/4008/IfCrmPlanEstimate.pdf?version=1 usable i mean: 1. be able to use the existing information in party manager and remain compatible between sfa/partymgr 2. If we could use leads and migrate to contacts/accounts 3. As you already mentioned show all relevant account (=company)/contacts/accounts in one screen 4. fully use the in/outgoing communicationevents (email) in all screens. 5. Be able to create/assign/track tasks more for the larger companies: 1. maintain sales teams and being able to move leads/contacts/accounts between them Regards, Hans > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12768611#action_12768611 ] Pierre Smits commented on OFBIZ-3066: ------------------------------------- Hans, If you would have the patches included above evaluated you will find that item 3 on your list is already partly resolved. The patches brings an overview of opportunities to the account screen. Regards, Pierre > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770459#action_12770459 ] Pierre Smits commented on OFBIZ-3066: ------------------------------------- Are we going to do something with this? > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770466#action_12770466 ] Jacques Le Roux commented on OFBIZ-3066: ---------------------------------------- Certainly, but at short term on my side it mostly depends on prospect answer... And I'd far prefer to have (even a fast) review by the person or group who did the 1st implementation than have to revert it because they don't agree (I think mostly about the payment method thing, but there are maybe others) > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
Re: [jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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Hi Jacques,
See my comment that i put in the JIRA on 22/Oct/09 07:28 AM. Leaving out the payment segment is *not* in the patch... So you don't have to worry about that. But you are right. Reviewing patches is always good. If people are reviewing it, that's ok. And I expect to hear/read from them soon with their comments/plan of action. However, we both (and others) agree that the SFA module needs more than some love to become a best in class solution. We have a ancient document that outlines in a high level where the application should go. But are the stated requirements still valid? And are these then complete? And... Requirements are not a devleopment roadmap. Meaning that they are the input for a road to go. Functional design/technical design detail that more. That why JIRA items are created, I guess. I can submit my insights and deliver patches. My insights are yust one point of view and may be disregarded by project members. I am happy with that. It are just opinions. But when I submit patches to improve OfBIZ for the greater good of OfBiz I expect something to be done with them in a timely fashion. If not handled that way I could easily refrain from helping and go about my way.... If there are constraints regarding time available from people involved in handling submitted patches I would suggest get more involvement on that level. Regards, Pierre 2009/10/27 Jacques Le Roux (JIRA) <[hidden email]> > > [ > https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770466#action_12770466] > > Jacques Le Roux commented on OFBIZ-3066: > ---------------------------------------- > > Certainly, but at short term on my side it mostly depends on prospect > answer... > And I'd far prefer to have (even a fast) review by the person or group who > did the 1st implementation than have to revert it because they don't agree > (I think mostly about the payment method thing, but there are maybe others) > > > > |
[jira] Commented: (OFBIZ-3066) SFA Module - Opportunities
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In reply to this post by Nicolas Malin (Jira)
[ https://issues.apache.org/jira/browse/OFBIZ-3066?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12770476#action_12770476 ] Hans Bakker commented on OFBIZ-3066: ------------------------------------ Dear Pierre.... Your tone is not nice....if you like to push this issue....give an assignment to my company.....if not then there is no other way then to wait until i will return from a business travel tomorrow.... We are working on reorganizing the SFA component in general anyway....... Regards, Hans > SFA Module - Opportunities > -------------------------- > > Key: OFBIZ-3066 > URL: https://issues.apache.org/jira/browse/OFBIZ-3066 > Project: OFBiz > Issue Type: Improvement > Components: marketing > Affects Versions: Release Branch 9.04, SVN trunk > Reporter: Pierre Smits > Assignee: Hans Bakker > Fix For: Release Branch 9.04, SVN trunk > > Attachments: PartyForms.patch, PartyManager-Party-partymgr-css.patch, Screenshot of OPO (One Page Overview) of Account.jpg, SFA-CommonScreens.patch > > > It is possible to enter/select a currency for the opportunity. But the value chosen is not shown on the overview of the opportunity > Also it is possible to enter/select a type of opportunity. But it shows the key value, not the description. > The probalibility % is also included in the datateset for opportunity stages. However, changing the stage doesn't result in changing the probability. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online. |
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