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Posted to user@ofbiz.apache.org by Case Torres <Ca...@casetorrestech.com> on 2008/01/15 19:52:27 UTC
Is "Send Email" functional in Party profile
Hi,
Release 4, version: 602199
Do I not have things configured properly or is "Send Email" in Party Profile
not functional?
I click on the "Send Email" button next to an email address for a party. The
form pops up and I fill in the fields and click "Save".
Should an email be sent? It's not being sent in my version.
Also, there is a "Note" field that I filled in thinking it would add a note
to the party profile but none was added.
Appreciate and input.
Thanks much, Case
---
Case Torres
Quantum Composers, Inc.
ctorres@quantumcomposers.com
http://www.quantumcomposers.com
Re: Is "Send Email" functional in Party profile
Posted by BJ Freeman <bj...@free-man.net>.
Not centralized, meaning not under a application folder.
Capabilities are like the entities and UI are available, but not in CRM
format.
Could do this by just using menus and widgets to pull like the
communication events based on different filters. Creating Customers, do
quotes, and sales.
Case Torres sent the following on 1/17/2008 12:15 PM:
> B.J.,
>
> I don't understand what you mean by not centralized?
> Where are most of those CRM abilities?
>
> Thanks much,
>
> Case Torres
> case@casetorrestech.com
>
>
>
>> -----Original Message-----
>> From: BJ Freeman [mailto:bjfree@free-man.net]
>> Sent: Thursday, January 17, 2008 9:53 AM
>> To: user@ofbiz.apache.org
>> Subject: Re: Is "Send Email" functional in Party profile
>>
>> there is a CRM based on ofbiz thru openstrageties.
>> and most of the CRM abilities are already in Ver 4.0, just
>> not centralized.
>>
>>
>> Case Torres sent the following on 1/17/2008 6:29 AM:
>>> Yes, this is what my Sales Director is requesting. The sales team
>>> accesses hundreds of contact/prospects from a day. There
>> are at least
>>> 3?4? steps that need to be taken to send an email. But, I
>> believe this
>>> falls under functionality pertaining to Contact Management. If I
>>> understand the state of OFBiz correctly, the current Party Manager
>>> (Release 4) is not a contact management app but there is a separate
>>> effort by dedicated individuals creating a Contact Manager
>> app for OFBiz??
>>> Case Torres
>>> case@casetorrestech.com
>>>
>>>
>>>
>>>> -----Original Message-----
>>>> From: BJ Freeman [mailto:bjfree@free-man.net]
>>>> Sent: Wednesday, January 16, 2008 3:06 PM
>>>> To: user@ofbiz.apache.org
>>>> Subject: Re: Is "Send Email" functional in Party profile
>>>>
>>>> on your user friendly side, how about changing the send Email to
>>>> Create Email then put a Send button on the form that changes these
>>>> statuses so the message will be sent. Over maybe just call the
>>>> sendCommEventAsEmail
>>>>
>>>> Hans Bakker sent the following on 1/15/2008 7:33 PM:
>>>>> Hi Case,
>>>>>
>>>>> you are lucky I am just installing these screens for my
>>>> company here
>>>>> and I will update these screens to be a bit more user
>>>> friendly in the
>>>>> next few weeks.
>>>>>
>>>>> An email is only send if you change the status to 'pending'
>>>> and after
>>>>> that to 'in progress' then the mail will be send if your
>>>> parameters in
>>>>> general.properties are correctly set.
>>>>>
>>>>> The note field on the communication event i think is for the
>>>>> communication event, not for the party.
>>>>>
>>>>> Regards,
>>>>> Hans
>>>>>
>>>>>
>>>>> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
>>>>>> I should mention that my Order Confirmation emails are
>>>> being sent. So
>>>>>> my mail configuration is, at least partially, setup right.
>>>>>>
>>>>>> Case Torres
>>>>>> case@casetorrestech.com
>>>>>>
>>>>>>
>>>>>>
>>>>>>> -----Original Message-----
>>>>>>> From: Case Torres [mailto:Case@casetorrestech.com]
>>>>>>> Sent: Tuesday, January 15, 2008 10:52 AM
>>>>>>> To: user@ofbiz.apache.org
>>>>>>> Subject: Is "Send Email" functional in Party profile
>>>>>>>
>>>>>>> Hi,
>>>>>>>
>>>>>>> Release 4, version: 602199
>>>>>>> Do I not have things configured properly or is "Send Email"
>>>>>>> in Party Profile not functional?
>>>>>>> I click on the "Send Email" button next to an email
>> address for a
>>>>>>> party. The form pops up and I fill in the fields and
>> click "Save".
>>>>>>> Should an email be sent? It's not being sent in my version.
>>>>>>> Also, there is a "Note" field that I filled in thinking
>>>> it would add
>>>>>>> a note to the party profile but none was added.
>>>>>>>
>>>>>>> Appreciate and input.
>>>>>>>
>>>>>>> Thanks much, Case
>>>>>>>
>>>>>>> ---
>>>>>>> Case Torres
>>>>>>> Quantum Composers, Inc.
>>>>>>> ctorres@quantumcomposers.com
>>>>>>> http://www.quantumcomposers.com
>>>>>>>
>>>>>>>
>>>
>>>
>>>
>
>
>
>
RE: Is "Send Email" functional in Party profile
Posted by Case Torres <Ca...@casetorrestech.com>.
B.J.,
I don't understand what you mean by not centralized?
Where are most of those CRM abilities?
Thanks much,
Case Torres
case@casetorrestech.com
> -----Original Message-----
> From: BJ Freeman [mailto:bjfree@free-man.net]
> Sent: Thursday, January 17, 2008 9:53 AM
> To: user@ofbiz.apache.org
> Subject: Re: Is "Send Email" functional in Party profile
>
> there is a CRM based on ofbiz thru openstrageties.
> and most of the CRM abilities are already in Ver 4.0, just
> not centralized.
>
>
> Case Torres sent the following on 1/17/2008 6:29 AM:
> > Yes, this is what my Sales Director is requesting. The sales team
> > accesses hundreds of contact/prospects from a day. There
> are at least
> > 3?4? steps that need to be taken to send an email. But, I
> believe this
> > falls under functionality pertaining to Contact Management. If I
> > understand the state of OFBiz correctly, the current Party Manager
> > (Release 4) is not a contact management app but there is a separate
> > effort by dedicated individuals creating a Contact Manager
> app for OFBiz??
> >
> > Case Torres
> > case@casetorrestech.com
> >
> >
> >
> >> -----Original Message-----
> >> From: BJ Freeman [mailto:bjfree@free-man.net]
> >> Sent: Wednesday, January 16, 2008 3:06 PM
> >> To: user@ofbiz.apache.org
> >> Subject: Re: Is "Send Email" functional in Party profile
> >>
> >> on your user friendly side, how about changing the send Email to
> >> Create Email then put a Send button on the form that changes these
> >> statuses so the message will be sent. Over maybe just call the
> >> sendCommEventAsEmail
> >>
> >> Hans Bakker sent the following on 1/15/2008 7:33 PM:
> >>> Hi Case,
> >>>
> >>> you are lucky I am just installing these screens for my
> >> company here
> >>> and I will update these screens to be a bit more user
> >> friendly in the
> >>> next few weeks.
> >>>
> >>> An email is only send if you change the status to 'pending'
> >> and after
> >>> that to 'in progress' then the mail will be send if your
> >> parameters in
> >>> general.properties are correctly set.
> >>>
> >>> The note field on the communication event i think is for the
> >>> communication event, not for the party.
> >>>
> >>> Regards,
> >>> Hans
> >>>
> >>>
> >>> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
> >>>> I should mention that my Order Confirmation emails are
> >> being sent. So
> >>>> my mail configuration is, at least partially, setup right.
> >>>>
> >>>> Case Torres
> >>>> case@casetorrestech.com
> >>>>
> >>>>
> >>>>
> >>>>> -----Original Message-----
> >>>>> From: Case Torres [mailto:Case@casetorrestech.com]
> >>>>> Sent: Tuesday, January 15, 2008 10:52 AM
> >>>>> To: user@ofbiz.apache.org
> >>>>> Subject: Is "Send Email" functional in Party profile
> >>>>>
> >>>>> Hi,
> >>>>>
> >>>>> Release 4, version: 602199
> >>>>> Do I not have things configured properly or is "Send Email"
> >>>>> in Party Profile not functional?
> >>>>> I click on the "Send Email" button next to an email
> address for a
> >>>>> party. The form pops up and I fill in the fields and
> click "Save".
> >>>>> Should an email be sent? It's not being sent in my version.
> >>>>> Also, there is a "Note" field that I filled in thinking
> >> it would add
> >>>>> a note to the party profile but none was added.
> >>>>>
> >>>>> Appreciate and input.
> >>>>>
> >>>>> Thanks much, Case
> >>>>>
> >>>>> ---
> >>>>> Case Torres
> >>>>> Quantum Composers, Inc.
> >>>>> ctorres@quantumcomposers.com
> >>>>> http://www.quantumcomposers.com
> >>>>>
> >>>>>
> >
> >
> >
> >
>
Re: Is "Send Email" functional in Party profile
Posted by BJ Freeman <bj...@free-man.net>.
there is a CRM based on ofbiz thru openstrageties.
and most of the CRM abilities are already in Ver 4.0, just not centralized.
Case Torres sent the following on 1/17/2008 6:29 AM:
> Yes, this is what my Sales Director is requesting. The sales team accesses
> hundreds of contact/prospects from a day. There are at least 3?4? steps that
> need to be taken to send an email. But, I believe this falls under
> functionality pertaining to Contact Management. If I understand the state of
> OFBiz correctly, the current Party Manager (Release 4) is not a contact
> management app but there is a separate effort by dedicated individuals
> creating a Contact Manager app for OFBiz??
>
> Case Torres
> case@casetorrestech.com
>
>
>
>> -----Original Message-----
>> From: BJ Freeman [mailto:bjfree@free-man.net]
>> Sent: Wednesday, January 16, 2008 3:06 PM
>> To: user@ofbiz.apache.org
>> Subject: Re: Is "Send Email" functional in Party profile
>>
>> on your user friendly side, how about changing the send Email
>> to Create Email then put a Send button on the form that
>> changes these statuses so the message will be sent. Over
>> maybe just call the sendCommEventAsEmail
>>
>> Hans Bakker sent the following on 1/15/2008 7:33 PM:
>>> Hi Case,
>>>
>>> you are lucky I am just installing these screens for my
>> company here
>>> and I will update these screens to be a bit more user
>> friendly in the
>>> next few weeks.
>>>
>>> An email is only send if you change the status to 'pending'
>> and after
>>> that to 'in progress' then the mail will be send if your
>> parameters in
>>> general.properties are correctly set.
>>>
>>> The note field on the communication event i think is for the
>>> communication event, not for the party.
>>>
>>> Regards,
>>> Hans
>>>
>>>
>>> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
>>>> I should mention that my Order Confirmation emails are
>> being sent. So
>>>> my mail configuration is, at least partially, setup right.
>>>>
>>>> Case Torres
>>>> case@casetorrestech.com
>>>>
>>>>
>>>>
>>>>> -----Original Message-----
>>>>> From: Case Torres [mailto:Case@casetorrestech.com]
>>>>> Sent: Tuesday, January 15, 2008 10:52 AM
>>>>> To: user@ofbiz.apache.org
>>>>> Subject: Is "Send Email" functional in Party profile
>>>>>
>>>>> Hi,
>>>>>
>>>>> Release 4, version: 602199
>>>>> Do I not have things configured properly or is "Send Email"
>>>>> in Party Profile not functional?
>>>>> I click on the "Send Email" button next to an email address for a
>>>>> party. The form pops up and I fill in the fields and click "Save".
>>>>> Should an email be sent? It's not being sent in my version.
>>>>> Also, there is a "Note" field that I filled in thinking
>> it would add
>>>>> a note to the party profile but none was added.
>>>>>
>>>>> Appreciate and input.
>>>>>
>>>>> Thanks much, Case
>>>>>
>>>>> ---
>>>>> Case Torres
>>>>> Quantum Composers, Inc.
>>>>> ctorres@quantumcomposers.com
>>>>> http://www.quantumcomposers.com
>>>>>
>>>>>
>
>
>
>
RE: Is "Send Email" functional in Party profile
Posted by Case Torres <Ca...@casetorrestech.com>.
Yes, this is what my Sales Director is requesting. The sales team accesses
hundreds of contact/prospects from a day. There are at least 3?4? steps that
need to be taken to send an email. But, I believe this falls under
functionality pertaining to Contact Management. If I understand the state of
OFBiz correctly, the current Party Manager (Release 4) is not a contact
management app but there is a separate effort by dedicated individuals
creating a Contact Manager app for OFBiz??
Case Torres
case@casetorrestech.com
> -----Original Message-----
> From: BJ Freeman [mailto:bjfree@free-man.net]
> Sent: Wednesday, January 16, 2008 3:06 PM
> To: user@ofbiz.apache.org
> Subject: Re: Is "Send Email" functional in Party profile
>
> on your user friendly side, how about changing the send Email
> to Create Email then put a Send button on the form that
> changes these statuses so the message will be sent. Over
> maybe just call the sendCommEventAsEmail
>
> Hans Bakker sent the following on 1/15/2008 7:33 PM:
> > Hi Case,
> >
> > you are lucky I am just installing these screens for my
> company here
> > and I will update these screens to be a bit more user
> friendly in the
> > next few weeks.
> >
> > An email is only send if you change the status to 'pending'
> and after
> > that to 'in progress' then the mail will be send if your
> parameters in
> > general.properties are correctly set.
> >
> > The note field on the communication event i think is for the
> > communication event, not for the party.
> >
> > Regards,
> > Hans
> >
> >
> > On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
> >> I should mention that my Order Confirmation emails are
> being sent. So
> >> my mail configuration is, at least partially, setup right.
> >>
> >> Case Torres
> >> case@casetorrestech.com
> >>
> >>
> >>
> >>> -----Original Message-----
> >>> From: Case Torres [mailto:Case@casetorrestech.com]
> >>> Sent: Tuesday, January 15, 2008 10:52 AM
> >>> To: user@ofbiz.apache.org
> >>> Subject: Is "Send Email" functional in Party profile
> >>>
> >>> Hi,
> >>>
> >>> Release 4, version: 602199
> >>> Do I not have things configured properly or is "Send Email"
> >>> in Party Profile not functional?
> >>> I click on the "Send Email" button next to an email address for a
> >>> party. The form pops up and I fill in the fields and click "Save".
> >>> Should an email be sent? It's not being sent in my version.
> >>> Also, there is a "Note" field that I filled in thinking
> it would add
> >>> a note to the party profile but none was added.
> >>>
> >>> Appreciate and input.
> >>>
> >>> Thanks much, Case
> >>>
> >>> ---
> >>> Case Torres
> >>> Quantum Composers, Inc.
> >>> ctorres@quantumcomposers.com
> >>> http://www.quantumcomposers.com
> >>>
> >>>
> >>
>
Re: Is "Send Email" functional in Party profile
Posted by BJ Freeman <bj...@free-man.net>.
on your user friendly side, how about changing the send Email to Create
Email then put a Send button on the form that changes these statuses so
the message will be sent. Over maybe just call the sendCommEventAsEmail
Hans Bakker sent the following on 1/15/2008 7:33 PM:
> Hi Case,
>
> you are lucky I am just installing these screens for my company here and
> I will update these screens to be a bit more user friendly in the next
> few weeks.
>
> An email is only send if you change the status to 'pending' and after
> that to 'in progress' then the mail will be send if your
> parameters in general.properties are correctly set.
>
> The note field on the communication event i think is for the
> communication event, not for the party.
>
> Regards,
> Hans
>
>
> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
>> I should mention that my Order Confirmation emails are being sent. So my
>> mail configuration is, at least partially, setup right.
>>
>> Case Torres
>> case@casetorrestech.com
>>
>>
>>
>>> -----Original Message-----
>>> From: Case Torres [mailto:Case@casetorrestech.com]
>>> Sent: Tuesday, January 15, 2008 10:52 AM
>>> To: user@ofbiz.apache.org
>>> Subject: Is "Send Email" functional in Party profile
>>>
>>> Hi,
>>>
>>> Release 4, version: 602199
>>> Do I not have things configured properly or is "Send Email"
>>> in Party Profile not functional?
>>> I click on the "Send Email" button next to an email address
>>> for a party. The form pops up and I fill in the fields and
>>> click "Save".
>>> Should an email be sent? It's not being sent in my version.
>>> Also, there is a "Note" field that I filled in thinking it
>>> would add a note to the party profile but none was added.
>>>
>>> Appreciate and input.
>>>
>>> Thanks much, Case
>>>
>>> ---
>>> Case Torres
>>> Quantum Composers, Inc.
>>> ctorres@quantumcomposers.com
>>> http://www.quantumcomposers.com
>>>
>>>
>>
RE: Is "Send Email" functional in Party profile [Resolved]
Posted by Case Torres <Ca...@casetorrestech.com>.
Hans,
Really appreciate your feedback. After following your directions, it's
working!!
Case Torres
case@casetorrestech.com
> -----Original Message-----
> From: Hans Bakker [mailto:mailinglist@antwebsystems.com]
> Sent: Tuesday, January 15, 2008 7:33 PM
> To: user@ofbiz.apache.org
> Subject: RE: Is "Send Email" functional in Party profile
>
> Hi Case,
>
> you are lucky I am just installing these screens for my
> company here and I will update these screens to be a bit more
> user friendly in the next few weeks.
>
> An email is only send if you change the status to 'pending'
> and after that to 'in progress' then the mail will be send if
> your parameters in general.properties are correctly set.
>
> The note field on the communication event i think is for the
> communication event, not for the party.
>
> Regards,
> Hans
>
>
> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
> > I should mention that my Order Confirmation emails are
> being sent. So
> > my mail configuration is, at least partially, setup right.
> >
> > Case Torres
> > case@casetorrestech.com
> >
> >
> >
> > > -----Original Message-----
> > > From: Case Torres [mailto:Case@casetorrestech.com]
> > > Sent: Tuesday, January 15, 2008 10:52 AM
> > > To: user@ofbiz.apache.org
> > > Subject: Is "Send Email" functional in Party profile
> > >
> > > Hi,
> > >
> > > Release 4, version: 602199
> > > Do I not have things configured properly or is "Send Email"
> > > in Party Profile not functional?
> > > I click on the "Send Email" button next to an email address for a
> > > party. The form pops up and I fill in the fields and click "Save".
> > > Should an email be sent? It's not being sent in my version.
> > > Also, there is a "Note" field that I filled in thinking
> it would add
> > > a note to the party profile but none was added.
> > >
> > > Appreciate and input.
> > >
> > > Thanks much, Case
> > >
> > > ---
> > > Case Torres
> > > Quantum Composers, Inc.
> > > ctorres@quantumcomposers.com
> > > http://www.quantumcomposers.com
> > >
> > >
> >
> >
> --
> Antwebsystems.com: Quality OFBiz services for competative rates.
>
RE: Is "Send Email" functional in Party profile
Posted by Hans Bakker <ma...@antwebsystems.com>.
Hi Case,
you are lucky I am just installing these screens for my company here and
I will update these screens to be a bit more user friendly in the next
few weeks.
An email is only send if you change the status to 'pending' and after
that to 'in progress' then the mail will be send if your
parameters in general.properties are correctly set.
The note field on the communication event i think is for the
communication event, not for the party.
Regards,
Hans
On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote:
> I should mention that my Order Confirmation emails are being sent. So my
> mail configuration is, at least partially, setup right.
>
> Case Torres
> case@casetorrestech.com
>
>
>
> > -----Original Message-----
> > From: Case Torres [mailto:Case@casetorrestech.com]
> > Sent: Tuesday, January 15, 2008 10:52 AM
> > To: user@ofbiz.apache.org
> > Subject: Is "Send Email" functional in Party profile
> >
> > Hi,
> >
> > Release 4, version: 602199
> > Do I not have things configured properly or is "Send Email"
> > in Party Profile not functional?
> > I click on the "Send Email" button next to an email address
> > for a party. The form pops up and I fill in the fields and
> > click "Save".
> > Should an email be sent? It's not being sent in my version.
> > Also, there is a "Note" field that I filled in thinking it
> > would add a note to the party profile but none was added.
> >
> > Appreciate and input.
> >
> > Thanks much, Case
> >
> > ---
> > Case Torres
> > Quantum Composers, Inc.
> > ctorres@quantumcomposers.com
> > http://www.quantumcomposers.com
> >
> >
>
>
--
Antwebsystems.com: Quality OFBiz services for competative rates.
RE: Is "Send Email" functional in Party profile
Posted by Case Torres <Ca...@casetorrestech.com>.
I should mention that my Order Confirmation emails are being sent. So my
mail configuration is, at least partially, setup right.
Case Torres
case@casetorrestech.com
> -----Original Message-----
> From: Case Torres [mailto:Case@casetorrestech.com]
> Sent: Tuesday, January 15, 2008 10:52 AM
> To: user@ofbiz.apache.org
> Subject: Is "Send Email" functional in Party profile
>
> Hi,
>
> Release 4, version: 602199
> Do I not have things configured properly or is "Send Email"
> in Party Profile not functional?
> I click on the "Send Email" button next to an email address
> for a party. The form pops up and I fill in the fields and
> click "Save".
> Should an email be sent? It's not being sent in my version.
> Also, there is a "Note" field that I filled in thinking it
> would add a note to the party profile but none was added.
>
> Appreciate and input.
>
> Thanks much, Case
>
> ---
> Case Torres
> Quantum Composers, Inc.
> ctorres@quantumcomposers.com
> http://www.quantumcomposers.com
>
>