Hi Hans, Thanks for the response and making me feel welcome. I read the jira issues/design doc and got a basic feeling for the functionality desired in the SFA module(if thats the correct ofbiz term). I would be comfortable working on any of the issues and would like to start with simpler issues first.
I think "1653-Develop a Create Maketing Campaign Process wizard" looks like a good one to start with. Right now I am trying to have my environment setup and trying to understand how patch files, eclipse and subclipse work (if anyone has any pointers, please share). I will either email some questions if I get stuck or if I get lucky, maybe a patch. -Milind > > Sure Milind, > we can always use help. > Please have a look at the Jira issues and the design document. > > The links are on the sfa homepage: > https://localhost:8443/sfa > > Please let us know where you want to be working on.... > > Regards, > Hans > > On Wed, 2008-07-09 at 15:45 -0600, [EMAIL PROTECTED] wrote: >> 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 whatâs 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..... >> > >> >> > > >> > >> > > >
