c2c-oerpscenario team mailing list archive

["David Mitchell \(www.novapointgroup.com\)" <david@xxxxxxxxxxxxxxxxxx>]

Edwin,

On another note - this is from the documentation.

"On the Communication & History tab in the Leads form, you can see a
complete history of all actions regarding this lead."
http://doc.openerp.com/v6.0/book/2/3_CRM_Contacts/leads.html

All actions = phone calls, meetings, emails, sms messages, etc  (I
believe this is what is intended). Not All actions = email only,
change in state of the lead, update of the stage, or addition of an
internal note.

Thanks,

On Mon, May 9, 2011 at 7:12 AM, Edwin Dsouza(OpenERP)
<777921@xxxxxxxxxxxxxxxxxx> wrote:
> Hello David
>
> I have checked your issue, but unfortunately the communication and history of a lead will only be updated by the following:
> 1. If you change the state.
> 2. If you update the stage.
> 3. If you send an e-mail.
> 4. If you add internal note.
>
> Phone call  is only the act window and it doesn't effect the current lead form.
> So I am closing this bug.
>
> Hope this will help for you.
>
> Thanks for the understanding!
>
> ** Changed in: openobject-addons
>       Status: New => Invalid
>
> --
> You received this bug notification because you are a direct subscriber
> of the bug.
> https://bugs.launchpad.net/bugs/777921
>
> Title:
>  Phone Call associated with lead doesn't populate lead history
>
> Status in OpenERP Modules (addons):
>  Invalid
>
> Bug description:
>  Server 6.0.2
>  Web Client 6.0.2
>
>  Description
>  From a lead - want to record an outbound phone call placed to the lead - and see the phone call show up in the Communication & History of the lead.
>
>  To recreate issue.
>  1) open an existing lead
>  2) click on the phone call link
>  3) enter phone call information - making sure opportunity field is populated
>  4) save the phone call
>  5) navigate back to the lead record and look in communication history - no entry for the phone call is made.
>
>  Expected result
>  Step 5 - phone call history is displayed in the communication history of the lead on an associated opportunity/lead
>
> To unsubscribe from this bug, go to:
> https://bugs.launchpad.net/openobject-addons/+bug/777921/+subscribe
>

-- 
You received this bug notification because you are a member of C2C
OERPScenario, which is subscribed to the OpenERP Project Group.
https://bugs.launchpad.net/bugs/777921

Title:
  Phone Call associated with lead doesn't populate lead history

Status in OpenERP Modules (addons):
  Invalid

Bug description:
  Server 6.0.2
  Web Client 6.0.2

  Description
  From a lead - want to record an outbound phone call placed to the lead - and see the phone call show up in the Communication & History of the lead.

  To recreate issue.
  1) open an existing lead
  2) click on the phone call link
  3) enter phone call information - making sure opportunity field is populated
  4) save the phone call
  5) navigate back to the lead record and look in communication history - no entry for the phone call is made.

  Expected result
  Step 5 - phone call history is displayed in the communication history of the lead on an associated opportunity/lead