[trunk][crm]No way by date to store info on Leads/Opportunities

[Julian Robbins]

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 !!!

[Julian Robbins (joolsr)]

Thanks Raphael. I only noticed I'd misfiled this after submitting ..

Its an important issue that needs work.

[Julian Robbins (joolsr)]

I still believe this is an important omission. How do you plan on recording general notes, faxes, anything that is tdate/time based but isnt by email ? Vers 5 allowed you to take notes in this manner, why not 6 ?

[Daniel Watkins (credativ) (daniel-watkins-credativ)]

I believe my lp:~daniel-watkins-credativ/openobject-addons/crm_fix branch (which is now related to the bug) fixes this problem. I'd appreciate reviews so we can move towards getting it merged.

[Daniel Watkins (credativ) (daniel-watkins-credativ)]

I'm not sure this should be considered wishlist, as it is a regression from the behaviour in 5.0, as described in the original bug report.

[Julian Robbins (joolsr)]

Yes, I would definitely agree. If the new much improved for CRM version 6 actually has less functionality in this area, you must consider it a regression, if only for the issue of upgrading CRM entries where notes are used from version 5 to version 6.

If you have info with a date in Leads / Opportunities in version 5, how will this info be upgraded to 6, surely it would just be lost without Daniel's branch ???

[Fabien (Open ERP) (fp-tinyerp)]

We are working to put the Communication history as read/write instead of readonly. The form will be improved according to the fact it's an email or not.

[Rucha (Open ERP) (rpa-openerp)]

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.

[Richard (John) Nopkins@Servosoft (richard-nopkins)]

Thanks Daniel and rpa(openerp).
my crm team would tupper happy.