new field in opportunities

[hans_bakker]

Hi everybody,
I propose to add a new date field in the entity "opportunity": nextStep date

This in order to list the opportunities in the find screen by the next
step date , i.e when the next action has to be taken,

Regards,
Hans

[Pierre Smits]

Hi Hans,

I think that is a good idea.

If you have a patch I will assist in testing.

Regards,

Pierre

2011/11/25 Hans Bakker <[hidden email]>

> Hi everybody,
> I propose to add a new date field in the entity "opportunity": nextStep
> date
>
> This in order to list the opportunities in the find screen by the next
> step date , i.e when the next action has to be taken,
>
> Regards,
> Hans
>

[Jacques Le Roux]

Sounds good to me, you mean SalesOpportunity, right?

Jacques

----- Original Message -----
From: "Hans Bakker" <[hidden email]>
To: <[hidden email]>
Sent: Friday, November 25, 2011 1:00 PM
Subject: new field in opportunities


> Hi everybody,
> I propose to add a new date field in the entity "opportunity": nextStep date
>
> This in order to list the opportunities in the find screen by the next
> step date , i.e when the next action has to be taken,
>
> Regards,
> Hans

[Erwan de FERRIERES]

Le 25/11/2011 13:00, Hans Bakker a écrit :

> Hi everybody,
> I propose to add a new date field in the entity "opportunity": nextStep
> date
>
> This in order to list the opportunities in the find screen by the next
> step date , i.e when the next action has to be taken,
>
> Regards,
> Hans
>

It would be nice to have a comment field associated to the next step, too

--
Erwan de FERRIERES
www.nereide.biz

[hans_bakker]

On 11/26/2011 01:21 AM, Erwan de FERRIERES wrote:

> Le 25/11/2011 13:00, Hans Bakker a écrit :
>> Hi everybody,
>> I propose to add a new date field in the entity "opportunity": nextStep
>> date
>>
>> This in order to list the opportunities in the find screen by the next
>> step date , i.e when the next action has to be taken,
>>
>> Regards,
>> Hans
>>
> It would be nice to have a comment field associated to the next step, too
>

That field is already there: nextStep description

Regards,
Hans

[hans_bakker]

Yes Sure.

On 11/25/2011 10:57 PM, Jacques Le Roux wrote:

> Sounds good to me, you mean SalesOpportunity, right?
>
> Jacques
>
> ----- Original Message ----- From: "Hans Bakker"
> <[hidden email]>
> To: <[hidden email]>
> Sent: Friday, November 25, 2011 1:00 PM
> Subject: new field in opportunities
>
>
>> Hi everybody,
>> I propose to add a new date field in the entity "opportunity":
>> nextStep date
>>
>> This in order to list the opportunities in the find screen by the
>> next step date , i.e when the next action has to be taken,
>>
>> Regards,
>> Hans

[Pierre Smits]

It would also be good if the probability would be set automatically based
on the stage and that a probability value would be shown based on
(estimated value)*(probability%).

Regards,

Pierre

2011/11/26 Hans Bakker <[hidden email]>

> Yes Sure.
>
>
> On 11/25/2011 10:57 PM, Jacques Le Roux wrote:
>
>> Sounds good to me, you mean SalesOpportunity, right?
>>
>> Jacques
>>
>> ----- Original Message ----- From: "Hans Bakker" <
>> [hidden email]**>
>> To: <[hidden email]>
>> Sent: Friday, November 25, 2011 1:00 PM
>> Subject: new field in opportunities
>>
>>
>>  Hi everybody,
>>> I propose to add a new date field in the entity "opportunity": nextStep
>>> date
>>>
>>> This in order to list the opportunities in the find screen by the next
>>> step date , i.e when the next action has to be taken,
>>>
>>> Regards,
>>> Hans
>>>
>>
>

[hans_bakker]

Thank you everybody for the comments,

Committed revision 1206676.

Regards,
Hans


On 11/26/2011 06:21 AM, Hans Bakker wrote:

> Yes Sure.
>
> On 11/25/2011 10:57 PM, Jacques Le Roux wrote:
>> Sounds good to me, you mean SalesOpportunity, right?
>>
>> Jacques
>>
>> ----- Original Message ----- From: "Hans Bakker"
>> <[hidden email]>
>> To: <[hidden email]>
>> Sent: Friday, November 25, 2011 1:00 PM
>> Subject: new field in opportunities
>>
>>
>>> Hi everybody,
>>> I propose to add a new date field in the entity "opportunity":
>>> nextStep date
>>>
>>> This in order to list the opportunities in the find screen by the
>>> next step date , i.e when the next action has to be taken,
>>>
>>> Regards,
>>> Hans
>

[Adrian Crum-3]

Hans,

I know this suggestion is a little late, but I will make it anyway.

The way I handle this type of scenario is to create Work Efforts. "Next
Step"should be a TASK WorkEffort with a child EVENT WorkEffort (the date
of the next step). That way the task and event can be assigned to users
so they appear on their task lists and event calendars, user's calendar
clients can be set up to pop up reminders, etc.

-Adrian

On 11/27/2011 7:38 AM, Hans Bakker wrote:

> Thank you everybody for the comments,
>
> Committed revision 1206676.
>
> Regards,
> Hans
>
>
> On 11/26/2011 06:21 AM, Hans Bakker wrote:
>> Yes Sure.
>>
>> On 11/25/2011 10:57 PM, Jacques Le Roux wrote:
>>> Sounds good to me, you mean SalesOpportunity, right?
>>>
>>> Jacques
>>>
>>> ----- Original Message ----- From: "Hans Bakker"
>>> <[hidden email]>
>>> To: <[hidden email]>
>>> Sent: Friday, November 25, 2011 1:00 PM
>>> Subject: new field in opportunities
>>>
>>>
>>>> Hi everybody,
>>>> I propose to add a new date field in the entity "opportunity":
>>>> nextStep date
>>>>
>>>> This in order to list the opportunities in the find screen by the
>>>> next step date , i.e when the next action has to be taken,
>>>>
>>>> Regards,
>>>> Hans
>>
>

[hans_bakker]

Hi Adrian,

Sure this is a solution too especially for the larger shops, this
solution and the one you suggest do not exclude each other.

To illustrate i am with you you, we are developing a separate task
manager with which tasks can be generated on events happening in the system.

A pre-version can be tried on ofbizdemo.antwebsystems.com/taskmgr demo
system. (we are working on it.)

Regards,
Hans

On 11/27/2011 04:01 PM, Adrian Crum wrote:

> Hans,
>
> I know this suggestion is a little late, but I will make it anyway.
>
> The way I handle this type of scenario is to create Work Efforts.
> "Next Step"should be a TASK WorkEffort with a child EVENT WorkEffort
> (the date of the next step). That way the task and event can be
> assigned to users so they appear on their task lists and event
> calendars, user's calendar clients can be set up to pop up reminders,
> etc.
>
> -Adrian
>
> On 11/27/2011 7:38 AM, Hans Bakker wrote:
>> Thank you everybody for the comments,
>>
>> Committed revision 1206676.
>>
>> Regards,
>> Hans
>>
>>
>> On 11/26/2011 06:21 AM, Hans Bakker wrote:
>>> Yes Sure.
>>>
>>> On 11/25/2011 10:57 PM, Jacques Le Roux wrote:
>>>> Sounds good to me, you mean SalesOpportunity, right?
>>>>
>>>> Jacques
>>>>
>>>> ----- Original Message ----- From: "Hans Bakker"
>>>> <[hidden email]>
>>>> To: <[hidden email]>
>>>> Sent: Friday, November 25, 2011 1:00 PM
>>>> Subject: new field in opportunities
>>>>
>>>>
>>>>> Hi everybody,
>>>>> I propose to add a new date field in the entity "opportunity":
>>>>> nextStep date
>>>>>
>>>>> This in order to list the opportunities in the find screen by the
>>>>> next step date , i.e when the next action has to be taken,
>>>>>
>>>>> Regards,
>>>>> Hans
>>>
>>