B.J., I don't understand what you mean by not centralized? Where are most of those CRM abilities?
Thanks much, Case Torres [EMAIL PROTECTED] > -----Original Message----- > From: BJ Freeman [mailto:[EMAIL PROTECTED] > Sent: Thursday, January 17, 2008 9:53 AM > To: user@ofbiz.apache.org > Subject: Re: Is "Send Email" functional in Party profile > > there is a CRM based on ofbiz thru openstrageties. > and most of the CRM abilities are already in Ver 4.0, just > not centralized. > > > Case Torres sent the following on 1/17/2008 6:29 AM: > > Yes, this is what my Sales Director is requesting. The sales team > > accesses hundreds of contact/prospects from a day. There > are at least > > 3?4? steps that need to be taken to send an email. But, I > believe this > > falls under functionality pertaining to Contact Management. If I > > understand the state of OFBiz correctly, the current Party Manager > > (Release 4) is not a contact management app but there is a separate > > effort by dedicated individuals creating a Contact Manager > app for OFBiz?? > > > > Case Torres > > [EMAIL PROTECTED] > > > > > > > >> -----Original Message----- > >> From: BJ Freeman [mailto:[EMAIL PROTECTED] > >> Sent: Wednesday, January 16, 2008 3:06 PM > >> To: user@ofbiz.apache.org > >> Subject: Re: Is "Send Email" functional in Party profile > >> > >> on your user friendly side, how about changing the send Email to > >> Create Email then put a Send button on the form that changes these > >> statuses so the message will be sent. Over maybe just call the > >> sendCommEventAsEmail > >> > >> Hans Bakker sent the following on 1/15/2008 7:33 PM: > >>> Hi Case, > >>> > >>> you are lucky I am just installing these screens for my > >> company here > >>> and I will update these screens to be a bit more user > >> friendly in the > >>> next few weeks. > >>> > >>> An email is only send if you change the status to 'pending' > >> and after > >>> that to 'in progress' then the mail will be send if your > >> parameters in > >>> general.properties are correctly set. > >>> > >>> The note field on the communication event i think is for the > >>> communication event, not for the party. > >>> > >>> Regards, > >>> Hans > >>> > >>> > >>> On Tue, 2008-01-15 at 12:07 -0800, Case Torres wrote: > >>>> I should mention that my Order Confirmation emails are > >> being sent. So > >>>> my mail configuration is, at least partially, setup right. > >>>> > >>>> Case Torres > >>>> [EMAIL PROTECTED] > >>>> > >>>> > >>>> > >>>>> -----Original Message----- > >>>>> From: Case Torres [mailto:[EMAIL PROTECTED] > >>>>> Sent: Tuesday, January 15, 2008 10:52 AM > >>>>> To: user@ofbiz.apache.org > >>>>> Subject: Is "Send Email" functional in Party profile > >>>>> > >>>>> Hi, > >>>>> > >>>>> Release 4, version: 602199 > >>>>> Do I not have things configured properly or is "Send Email" > >>>>> in Party Profile not functional? > >>>>> I click on the "Send Email" button next to an email > address for a > >>>>> party. The form pops up and I fill in the fields and > click "Save". > >>>>> Should an email be sent? It's not being sent in my version. > >>>>> Also, there is a "Note" field that I filled in thinking > >> it would add > >>>>> a note to the party profile but none was added. > >>>>> > >>>>> Appreciate and input. > >>>>> > >>>>> Thanks much, Case > >>>>> > >>>>> --- > >>>>> Case Torres > >>>>> Quantum Composers, Inc. > >>>>> [EMAIL PROTECTED] > >>>>> http://www.quantumcomposers.com > >>>>> > >>>>> > > > > > > > > >
