c2c-oerpscenario team mailing list archive

["rpa \(Open ERP\)" <612625@xxxxxxxxxxxxxxxxxx>]

Thanks Daniel for providing good feature of "Add Note" wizard,
It has been already merged in trunk with some improvements,
Thanks to all for sharing their views.

** Changed in: openobject-addons
       Status: In Progress => Fix Released

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[trunk][crm]No way by date to store info on Leads/Opportunities
https://bugs.launchpad.net/bugs/612625
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Status in OpenObject Addons Modules: Fix Released

Bug description:
In Version 5, you could store an email, a meeting or phone call details or just a piece of text via the Historise button in CRM. To send this info to Partner you would 'Send Partner and Historize'. The Historize button would allow you to save a text note, with State of Mind, channel, with the date and user who had just made this action.

But in Version 6 trunk (as of 2nd Aug 2010), there is now no way to store pieces of just text info in CRM as there is no Historise or equivalent button. 

This is really important to have a means to store info in CRM, ie Leads/Opportunities, that is not represented by an email, or a call or meeting. For example, a fax or a decision made internally needs to be stored on each 'case' along with which salesman made it and what date and time this was added to the case. 

We need this info for our CRM, and will have to implement ourselves, but I am amazed that this now does not appear in the new much improved CRM in vers6. 

Not all info is sent or made by email !!!