hi Hans, This is exactly what I am looking for. Maybe a bit more in terms of forecasting, campaign management and other general CRM stuff. Not sure if Quotes/Proposals/Approvals is considered SFA in Ofbiz world but its something I would like to build. How much of whatÂ’s listed has been achieved so far? I see the following entities: Accounts, Contacts, Opportunities, Leads. I have a build based on the svn code I checked out a month ago. I would love to contribute some of my time and maybe one more persons time from my company for this effort. My level as far as ofbiz goes is pretty basic (completed Si Chens helloworld tutorials) at this point. I think this exercise should help me get beyond the basic level. I have over decade of CRM experience and technology experience and have worked with similar architectures/data model to that of ofbiz (infact something that attracts me to ofbiz over other stuff out there), so I should be able to contribute in some form. Is there a good place to see the design documents for the SFA stuff? Apologizes if this email starts a separate thread. I could not figure out how to respond to the old thread so if someone can clue me in on that front as well, I would appreciate it. -Milind
Re: new SFA system From: Hans Bakker <[EMAIL PROTECTED]> To: dev@ofbiz.apache.org Anil, My priority for this customer are the following entities and the related functions: leads contacts accounts opportunities activities requests In this order and then the rest. My customer is prepared to start with a basic system, and extend later....the list above would be enough for him for a first version. I am prepared to implement the functions according the general OFBiz principles which i also use in the projectmanager. Review we need to spread over the people who actually want to use it. For this customer i need the above functions in about 3 months. If you can commit for half of the hours (150) in 3 months we could have a deal. REgards, Hans On Tue, 2008-03-04 at 23:34 -0800, Anil Patel wrote: > Hans, > Development is progressing in SFA. At the same time we are also > working on AR, AP and HR app, so its going to remain slow progress in > each app for sometime. I am sure very soon it will pick up. > > It will be useful to know which part of development effort will you > like to contribute, "Analysis and defining requirement Spec", > Implementation, Review and Commit. Based on which part you are > interested in, I can switch resources to work other tasks. > > Also like David mentioned, I am also interested to know what your > plans look like for Project Management app. > > Regards > Anil Patel > > > On Mar 4, 2008, at 1:53 PM, David E Jones wrote: > > > > > Hans, > > > > It would be great to work together on this. Our goal right now is to > > create a generic Sales Force Automation (SFA) application that will > > add in to OFBiz. > > > > I did some analysis and design for this a long time ago and just > > cleaned up the document a little bit, and it is now posted here: > > > > http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan > > > > We plan to have some people working on this here and there in the > > near future, but any and all help and collaboration is of course > > welcome! > > > > BTW, this might be better in another thread, but we eventually want > > to pick up on the Project Management app and help with that some > > more too (we're working internally to do some analysis and define > > some specs and such right now). One of the things that we definitely > > want to do is create a separate webapp specifically for clients, and > > another specifically for non-manager employees and consultants. > > > > Anyway, yeah, let's move these along! > > > > -David > > > > > > On Mar 4, 2008, at 7:49 AM, Hans Bakker wrote: > > > >> Should we start a design document explaining the principles of the > >> system? like i did with project management? > >> > >> David, what are your ideas? > >> > >> On Tue, 2008-03-04 at 21:20 +0700, Hans Bakker wrote: > >>> David, Anil, Vikas and others > >>> I have a customer interested in the new SFA system using leads, > >>> contacts, accounts, activities, opportunities and communications. > >>> Currently they use an older version of CRMSFA as test however they > >>> are > >>> interested using the new SFA system as it is currently in Jira. > >>> > >>> Anybody else interested? We could build the system in the next 3 > >>> months. > >>> > >>> I see that the activities stopped....what are the plans for the > >>> next few > >>> months? > >>> > >>> I can contribute substancially, but cannot do it on my own. > >>> > >>> can we work together? > >>> > >>> Regards, > >>> Hans > >>> > >>> > >> -- > >> AntWebsystems.com: Quality OFBiz services for competitive rates..... > >> > > > > -- AntWebsystems.com: Quality OFBiz services for competitive rates.....
