c2c-oerpscenario team mailing list archive

["Jay \(OpenERP\)" <jvo@xxxxxxxxxxx>]

** Changed in: openobject-addons
    Milestone: None => 6.0

-- 
[trunk][crm]No way by date to store info on Leads/Opportunities
https://bugs.launchpad.net/bugs/612625
You received this bug notification because you are a member of C2C
OERPScenario, which is subscribed to OpenERP OpenObject.

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 !!!