[trunk][crm]No way by date to store info on Leads/Opportunities
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Odoo Addons (MOVED TO GITHUB) |
Fix Released
|
Wishlist
|
Unassigned |
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/Opportuni
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 !!!
Related branches
- Olivier Dony (Odoo): Approve
-
Diff: 217 lines (+120/-7)8 files modifiedcrm/__openerp__.py (+1/-0)
crm/crm_lead_view.xml (+6/-2)
crm/crm_opportunity_view.xml (+6/-2)
crm/crm_view.xml (+6/-2)
crm/wizard/__init__.py (+1/-0)
crm/wizard/crm_add_note.py (+58/-0)
crm/wizard/crm_add_note_view.xml (+37/-0)
crm/wizard/crm_send_email.py (+5/-1)
summary: |
- No way by date to store info on Leads/Opportunities + [trunk][crm]No way by date to store info on Leads/Opportunities |
affects: | openobject-client-web → openobject-addons |
Changed in openobject-addons: | |
milestone: | none → 6.0 |
milestone: | 6.0 → none |
Changed in openobject-addons: | |
status: | New → Confirmed |
Changed in openobject-addons: | |
importance: | Undecided → Wishlist |
Changed in openobject-addons: | |
milestone: | none → 6.0 |
Thanks Raphael. I only noticed I'd misfiled this after submitting ..
Its an important issue that needs work.