c2c-oerpscenario team mailing list archive

["Ivan Mojsilovic \(E-75\)" <777921@xxxxxxxxxxxxxxxxxx>]

Hi,

this is not good to have this is MUST have. We already lost two business
opportunities for selling OpenERP because of the lack of basic features
in CRM modules.

When you log a phone call from opportunity with existing partner you DO
log a phone call. So you are logging the calls within the partner.

Here is the basic scenario for any CRM tool.
1. you enter the lead
2. log calls and emails
3. convert lead to
    a) opportunity
    b) partner
    c) partners contact

This is pretty basic sales need and without it, usage of the OpenERP CRM
is, well, almost useless.

How can we hurry up this item on the wishlist?

-- 
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):
  Confirmed

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