crm - No E-Mail ID Found for the Responsible user !

[Ferdinand]

even if the person has an email in all associated records this error occurs

FIX:
Must add company AND address in "Administration/Users"

the error message is not helpful (enough)

[Ferdinand (office-chricar)]

Additionally it does not take the users email address but the address-email address

IMHO the email address must be taken from hr_employees (work email)

if not the CRM is not multi user as all replies go to the ONE account mentionend in the address of the partner.

[anp(Open ERP) (anp-openerp)]

Hello,

As of now, its not a bug,
If you suggest this for improvement, we prefer you to create a blueprint for this.

Thanks.

[Ferdinand (office-chricar)]

the message is "No E-Mail ID Found for the Responsible user !!!"

NO one can solve this problem without trial and error

If it says "No E-Mail ID Found for the Company Address" people would look at the right place.

It's just very misleading and the concept is simply wrong and makes crm mailgate function almost unusable.
and it's 3 lines of code to read the work email from the employee.

[Ferdinand (office-chricar)]

grep -n "No E" crm.py
559: _("No E-Mail ID Found for the Responsible user !"))
629: _("No E-Mail ID Found for the Responsible user !"))
702: _("No E-Mail ID Found for the Responsible user !"))

shows 3 times the same message but should be

(1) No E-Mail ID Found for your Company address or missing reply address in section
(2) No E-Mail ID Found for the Responsible Partner or missing reply address in section
(3) No E-Mail ID Found for your Company address

[Jay Vora (Serpent Consulting Services) (jayvora)]

Corrected in revision 2322.

Many thanks.

[Ferdinand (office-chricar)]

sorry - not usable yet
as workaround until the work_email is taken form hr_employee
I created a second "contact" address with the users email which I selected as "Partner Contact" (!!!)
the program does not take this one, but the deliberately "non existing" email form the default address.

I strongly suggest to fix this correctly as it is not possible to assign the email of the responsible as of now

branch-server 1735
branch-addons 2323

[Ferdinand (office-chricar)]

BTW
selection of "Partner Contact" does not show the "Partner Contact" but a list of addresses which is actually not usable for this purpose

IMHO needs a havy rewrite for use with base_contact.

[Julian Robbins (joolsr)]

Any progress on this ? In Progress since last October seems a long time

[Anup(SerpentCS) (anup-serpent)]

Hello Guys,

   We have created a module for this. Which solves the issue of the partner_contact in the crm view after installing the base_contact.
   Would you please test it and notify.

Thanks.

[Ferdinand (office-chricar)]

Sorry to say it works only "half" way

now after selecting a partner I see one (the first) odf the contacts , but I am not able to choose any other contact.
the search button of the m2o widget is "dead"

[Anup(SerpentCS) (anup-serpent)]

Hello Ferdinand,

It was an error concerned with domain of the view. Would you please test the module attached ?

Thanks.

[Ferdinand (office-chricar)]

Am Freitag 16 April 2010 07:43:03 schrieben Sie:
> Hello Ferdinand,
>
> It was an error concerned with domain of the view. Would you please test
> the module attached ?
>
> Thanks.
>
> ** Attachment added: "base_contact_crm.tar.gz"
> http://launchpadlibrarian.net/44395256/base_contact_crm.tar.gz
it is now possible to select a contact, but the contact's EMail is not copied
to the Partner EMail field - the Email of the auto filled contact remains
there.

IMHO it should first test the partner_funtion email , if not found then
partner_contact email

--
Best Regards

ChriCar Beteiligungs- und Beratungs- GmbH
http://www.chricar.at/ChriCar/index.html
Dr. Ferdinand Gassauer
Official Tiny Partner

[Anup(SerpentCS) (anup-serpent)]

Hello Dr Ferdinand,

  I have kept the priorities as first the partner_function email then the contact email and if they both don't exist then the partner_address email will be taken. I am attaching the updated module .Would you please check it and notify us.

Thanks.

[Ferdinand (office-chricar)]

Thanks looks fine for me now

BTW IMHO it would be helpful to search also for first names in contacts as first names are widely used in many companies in communication - sometimes people even do not know the last names.

[Ferdinand (office-chricar)]

another question

How to make sure that this module is installed if crm and base_contact are both installed ?

[Bruno Hostalery (istf)]

Not sure that can help you, but if you use crm_configuration, seems to work on half (a lot of views are added).

i join a module use in my company to add on all views in base_configuration (it's a fork of one module i had in training in openerp for crm) and some adds to have contact even in sale and purchase.

Need to be test in general case (not only in my company) and surely split to have one module for sale and one module for purchase.

Just some remarks :
in crm_configuration, use of replace and string for label, so i need to replace partner_address_id (and not just change in .py)
in crm_configuration phonecall view, use of partner_address_id without call of onchange (it's a bug, but no time to create all)

Have a nice day.

[ceg (ceg)]

Isn't there a generic solution instead of patching all modules? Can't you make the address fields (that are not used with base_contact) point to contact fields?

Since base_contact is explicitly featured in the docs and books, it's sure a very disappointing bug IMHO to experience base_contact is not usable.

[ceg (ceg)]

> How to make sure that this module is installed if crm and base_contact are both installed ?

Maybe it shouldn't be an extra module, but the crm, sale etc. modules should be updated, so that they would check if contacts (or cities or some other usefull table) is used to store information in relational manner, instead of the old monolithic basic records?

Do installed modules prevent the creation of old obsolete fields in new databeses, i.e. so that the address table will not be created with fields for a person's names and email address (or have them migrated and removed) when base_contact is installed?

[Jay Vora (Serpent Consulting Services) (jayvora)]

It has been fixed in trunk,in a good manner.
Thanks.