Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-08-03 Thread Chris Travers
On Wed, Jul 27, 2011 at 10:31 AM, wrote: > > LX-Office has it addressed the reverse invoice issues with > COGS/Sales/Inventory that is inherited from SL? The issue is a hard sell > to any company selling tangible goods and accept returns. Company needs a > way to account for products being retur

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-27 Thread lai
>> LX-Office is also a fork of SQL-Ledger. >> http://sourceforge.net/projects/lx-office/ >> >> There is a CRM extension available as well as a shop interface. >> I could imagine the interface works with OSC. >> http://sourceforge.net/projects/lx-office/files/ >> LX-Office has it addressed the reve

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-27 Thread Chris Travers
On Wed, Jul 27, 2011 at 2:56 AM, Ullmann d.o.o. wrote: > Hello @ all! > > LX-Office is also a fork of SQL-Ledger. > http://sourceforge.net/projects/lx-office/ > > There is a CRM extension available as well as a shop interface. > I could imagine the interface works with OSC. > http://sourceforge.ne

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-27 Thread Ullmann d.o.o.
Hello @ all! LX-Office is also a fork of SQL-Ledger. http://sourceforge.net/projects/lx-office/ There is a CRM extension available as well as a shop interface. I could imagine the interface works with OSC. http://sourceforge.net/projects/lx-office/files/ Sunny greetings Siegfried Am Saturday

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-25 Thread Chris Travers
A couple comments. On Mon, Jul 25, 2011 at 10:38 AM, Pete Houston wrote: > On Sat, Jul 23, 2011 at 01:52:25PM -0700, Chris Travers wrote: >> Pete:  Can you define ERP?  Does that include our order/quotations >> management side? > > I can't define it, and it will mean different things to different

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-25 Thread Pete Houston
On Sat, Jul 23, 2011 at 01:52:25PM -0700, Chris Travers wrote: > Pete: Can you define ERP? Does that include our order/quotations > management side? I can't define it, and it will mean different things to different people of course. A quick glance at openerp.com gives this list: * CRM *

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Chris Travers
On Sat, Jul 23, 2011 at 4:05 PM, Luke wrote: > I agree with using existing solutions as much as is practical, but however > it's done, we do need to do it.  If that ends up being wheel reinvention > in-house, instead of absorbing or linking to something from the broader > open source world, then

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Luke
Just an interesting aside to this. The last time I put a largish customer into one of these systems (it was SQL-Ledger, as this was soon after the fork), one of their first questions to me was: how can we do contact management and appointment tracking?--our sales guys really need that. My ans

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Luke
Seems useful.:) Luke On Sat, 23 Jul 2011, Chris Travers wrote: > Hi all; > > Back in 1999, I decided to learn PHP by writing a CRM program. > Naturally the codebase became unmanageable, and was not that much > better than the SQL-Ledger codebase. However, the program was based > on my experienc

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Chris Travers
On Sat, Jul 23, 2011 at 11:43 AM, Pete Houston wrote: > I would tend to agree with Bob on this one. If the development of LSMB > concentrates on making it the best at what it does (which is accountancy > first and foremost with hooks into inventory, PoS, etc.) and then builds > a solid, consistent

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Pete Houston
I would tend to agree with Bob on this one. If the development of LSMB concentrates on making it the best at what it does (which is accountancy first and foremost with hooks into inventory, PoS, etc.) and then builds a solid, consistent API on top of that then I would consider that as job done. Th

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Chris Travers
Hi Bob; On Sat, Jul 23, 2011 at 11:16 AM, Bob Miller wrote: > My last job before I became self-employed was a company that put some > resources into mixing sql-ledger and request-tracker.  They eventually > got it to work, but the accounting code was flaky after that, the system > was too unrelia

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Chris Travers
On Sat, Jul 23, 2011 at 9:43 AM, John Griessen wrote: > On 07/23/2011 10:48 AM, Chris Travers wrote: >> Any comments on the broad outlines? > > 3)  Time/labor/materials tracking > > There needs to be advertising and promoting tracking too.  Might > as well look at easy ways to hook in image databa

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Bob Miller
Hi Chris, > > 1) Nested tasks/support tickets/etc > 2) Appointments > 3) Time/labor/materials tracking > 4) Task queuing (i.e. so you can do some work on a task and queue it > for another team to pick up) > 5) Collaborative task tracking. >Basically my roadmap (not sure how much will make i

Re: [Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread John Griessen
On 07/23/2011 10:48 AM, Chris Travers wrote: > Any comments on the broad outlines? 3) Time/labor/materials tracking There needs to be advertising and promoting tracking too. Might as well look at easy ways to hook in image databases and version controlled engineering data on what you are making

[Ledger-smb-users] Request for comments: towards CRM functionality

2011-07-23 Thread Chris Travers
Hi all; Back in 1999, I decided to learn PHP by writing a CRM program. Naturally the codebase became unmanageable, and was not that much better than the SQL-Ledger codebase. However, the program was based on my experience using four higher-end CRM programs at Microsoft and I think the CRM side wa