What's with SalesOpportunity

[Al Byers <by...@automationgroups.com>]

A quick search on SalesOpportunity shows almost no functionality. Am I
missing something? Is this handled some other way? If not, I have a need and
am willing to code the basic admin screens. Any thoughts on what might be
needed more than that?

-Al

Re: CRM was What's with SalesOpportunity

[BJ Freeman <bj...@free-man.net>]

I am starting to sound like david, which I guess is a good thing.
I would like to see the CRM stick to the entities we already have.
it seems a major duplication of effort to have two copies of information
floating around.

Also that all function of the CRM stay in the folders that best support
them. Marketing, Orders, Party.
then in a CRM and/or SFA folder add UI that consolidate the screens in
the individual folders.
in the CRM and/or SFA folders you can add code for tickets (ContactMech
party and marketing) auto generation. this is done when a communications
events finds a email from a partyID  that is already in the database.

BJ Freeman sent the following on 4/3/2007 3:26 PM:
> Why not use the contact list for sales opportunities and put in marketing.
> 
> Al Byers sent the following on 4/3/2007 10:36 AM:
>> I am looking at the screens that could be attached to SO and, obviously,
>> the
>> ones for which there are entity relations are candidates. I noticed in
>> SugarCRM that they have "Activities" (ie. WorkEffort) as one of the
>> associated screens, but communications are not. Neither is there a relation
>> from SO to CommunicationEvent. Should all communications be attached to
>> WorkEfforts or Parties? Why not a relation directly to SalesOpportunity as
>> with WorkEffort?
>>
>> -Al
>>
>> On 4/3/07, Al Byers <by...@automationgroups.com> wrote:
>>> A quick search on SalesOpportunity shows almost no functionality. Am I
>>> missing something? Is this handled some other way? If not, I have a
>>> need and
>>> am willing to code the basic admin screens. Any thoughts on what might be
>>> needed more than that?
>>>
>>> -Al
>>>
>>>
>>>
> 
> 
> 

Re: What's with SalesOpportunity

[BJ Freeman <bj...@free-man.net>]

Why not use the contact list for sales opportunities and put in marketing.

Al Byers sent the following on 4/3/2007 10:36 AM:
> I am looking at the screens that could be attached to SO and, obviously,
> the
> ones for which there are entity relations are candidates. I noticed in
> SugarCRM that they have "Activities" (ie. WorkEffort) as one of the
> associated screens, but communications are not. Neither is there a relation
> from SO to CommunicationEvent. Should all communications be attached to
> WorkEfforts or Parties? Why not a relation directly to SalesOpportunity as
> with WorkEffort?
> 
> -Al
> 
> On 4/3/07, Al Byers <by...@automationgroups.com> wrote:
>>
>> A quick search on SalesOpportunity shows almost no functionality. Am I
>> missing something? Is this handled some other way? If not, I have a
>> need and
>> am willing to code the basic admin screens. Any thoughts on what might be
>> needed more than that?
>>
>> -Al
>>
>>
>>
> 

Re: What's with SalesOpportunity

[Al Byers <by...@automationgroups.com>]

I am looking at the screens that could be attached to SO and, obviously, the
ones for which there are entity relations are candidates. I noticed in
SugarCRM that they have "Activities" (ie. WorkEffort) as one of the
associated screens, but communications are not. Neither is there a relation
from SO to CommunicationEvent. Should all communications be attached to
WorkEfforts or Parties? Why not a relation directly to SalesOpportunity as
with WorkEffort?

-Al

On 4/3/07, Al Byers <by...@automationgroups.com> wrote:
>
> A quick search on SalesOpportunity shows almost no functionality. Am I
> missing something? Is this handled some other way? If not, I have a need and
> am willing to code the basic admin screens. Any thoughts on what might be
> needed more than that?
>
> -Al
>
>
>

Re: What's with SalesOpportunity

["David E. Jones" <jo...@hotwaxmedia.com>]

Is it CRM or SFA? By the broad definition ecommerce, ordermgr,  
partymgr, marketing, etc are all "CRM". I'd say this is sfa (sales  
force automation) stuff...

Where is the entity defined? That is where generic screens should go.  
In this case, that should be the order component and the ordermgr  
webapp.

-David


On Apr 3, 2007, at 2:07 PM, Anil Patel wrote:

> May be a CRM component in specialpurpose folder.
>
> Regards
> Anil
>
> On 4/3/07, Al Byers <by...@automationgroups.com> wrote:
>>
>> Where should SalesOpportunity screens go? Under Marketing or
>> Order?  Should
>> we start a CRM tab?
>>
>> -Al
>>
>>
>>
>> On 4/3/07, David E. Jones <jo...@hotwaxmedia.com> wrote:
>> >
>> >
>> > I'm guessing there isn't much for it in OFBiz because the stuff for
>> > it is in the crmsfa module from OpenSourceStrategies, ie it wasn't
>> > implemented as part of OFBiz.
>> >
>> > It would be great to have generic screens for it, so yeah, I'd  
>> say go
>> > for it. If you wanted to do screens more like SugarCRM or  
>> Goldmine or
>> > whatever you could do that too (ie if you need it or whatever).
>> >
>> > -David
>> >
>> >
>> > On Apr 3, 2007, at 11:17 AM, Al Byers wrote:
>> >
>> > > A quick search on SalesOpportunity shows almost no  
>> functionality. Am I
>> > > missing something? Is this handled some other way? If not, I  
>> have a
>> > > need and
>> > > am willing to code the basic admin screens. Any thoughts on what
>> > > might be
>> > > needed more than that?
>> > >
>> > > -Al
>> >
>> >
>> >
>>

Re: What's with SalesOpportunity

[Anil Patel <to...@gmail.com>]

May be a CRM component in specialpurpose folder.

Regards
Anil

On 4/3/07, Al Byers <by...@automationgroups.com> wrote:
>
> Where should SalesOpportunity screens go? Under Marketing or
> Order?  Should
> we start a CRM tab?
>
> -Al
>
>
>
> On 4/3/07, David E. Jones <jo...@hotwaxmedia.com> wrote:
> >
> >
> > I'm guessing there isn't much for it in OFBiz because the stuff for
> > it is in the crmsfa module from OpenSourceStrategies, ie it wasn't
> > implemented as part of OFBiz.
> >
> > It would be great to have generic screens for it, so yeah, I'd say go
> > for it. If you wanted to do screens more like SugarCRM or Goldmine or
> > whatever you could do that too (ie if you need it or whatever).
> >
> > -David
> >
> >
> > On Apr 3, 2007, at 11:17 AM, Al Byers wrote:
> >
> > > A quick search on SalesOpportunity shows almost no functionality. Am I
> > > missing something? Is this handled some other way? If not, I have a
> > > need and
> > > am willing to code the basic admin screens. Any thoughts on what
> > > might be
> > > needed more than that?
> > >
> > > -Al
> >
> >
> >
>

Re: What's with SalesOpportunity

[Al Byers <by...@automationgroups.com>]

Where should SalesOpportunity screens go? Under Marketing or Order?  Should
we start a CRM tab?

-Al



On 4/3/07, David E. Jones <jo...@hotwaxmedia.com> wrote:
>
>
> I'm guessing there isn't much for it in OFBiz because the stuff for
> it is in the crmsfa module from OpenSourceStrategies, ie it wasn't
> implemented as part of OFBiz.
>
> It would be great to have generic screens for it, so yeah, I'd say go
> for it. If you wanted to do screens more like SugarCRM or Goldmine or
> whatever you could do that too (ie if you need it or whatever).
>
> -David
>
>
> On Apr 3, 2007, at 11:17 AM, Al Byers wrote:
>
> > A quick search on SalesOpportunity shows almost no functionality. Am I
> > missing something? Is this handled some other way? If not, I have a
> > need and
> > am willing to code the basic admin screens. Any thoughts on what
> > might be
> > needed more than that?
> >
> > -Al
>
>
>

Re: What's with SalesOpportunity

[Al Byers <by...@automationgroups.com>]

Thanks, David.

I see that SalesOpportunity is not in "Data Model Resource Book". I have a
question about the SalesOpportunityStage. Per SugarCRM a stage is something
like "Qualification", "Closing", etc. There is a one-to-one relationship
between SalesOpportunity and SalesOpportunityStage. What happens when the
stage changes? Is that SalesOpportunity spun off as a
SalesOpportunityHistory and a new salesOpportunityStageId value saved in
SalesOpportunity?

-Al

On 4/3/07, David E. Jones <jo...@hotwaxmedia.com> wrote:
>
>
> I'm guessing there isn't much for it in OFBiz because the stuff for
> it is in the crmsfa module from OpenSourceStrategies, ie it wasn't
> implemented as part of OFBiz.
>
> It would be great to have generic screens for it, so yeah, I'd say go
> for it. If you wanted to do screens more like SugarCRM or Goldmine or
> whatever you could do that too (ie if you need it or whatever).
>
> -David
>
>
> On Apr 3, 2007, at 11:17 AM, Al Byers wrote:
>
> > A quick search on SalesOpportunity shows almost no functionality. Am I
> > missing something? Is this handled some other way? If not, I have a
> > need and
> > am willing to code the basic admin screens. Any thoughts on what
> > might be
> > needed more than that?
> >
> > -Al
>
>
>

Re: What's with SalesOpportunity

["David E. Jones" <jo...@hotwaxmedia.com>]

I'm guessing there isn't much for it in OFBiz because the stuff for  
it is in the crmsfa module from OpenSourceStrategies, ie it wasn't  
implemented as part of OFBiz.

It would be great to have generic screens for it, so yeah, I'd say go  
for it. If you wanted to do screens more like SugarCRM or Goldmine or  
whatever you could do that too (ie if you need it or whatever).

-David


On Apr 3, 2007, at 11:17 AM, Al Byers wrote:

> A quick search on SalesOpportunity shows almost no functionality. Am I
> missing something? Is this handled some other way? If not, I have a  
> need and
> am willing to code the basic admin screens. Any thoughts on what  
> might be
> needed more than that?
>
> -Al