I will create the JIRA and upload stuff. The payment method screenlet is just removed from CommonScreens.xml in Marketing. I was trying out some stuff in my development environment (where I created the image from.
In my opinion not everything related to parties should be shown in SFA. SFA officers should be focusing on registering sales, opportunities, request and such. Banking info should not be displayed to them, as I regard it a AR/AP/Accounting data element. Regards, Pierre 2009/10/21 Jacques Le Roux <jacques.le.r...@les7arts.com> > Pierre, > > OFBiz ML (and Apache at large) don't let attachment get through. > Fortunately I received an email copy with the screen copy. > It looks good to me, I suggest that you create a Jira, attache the screen > copy and a patch, but what did you do with the payment method screenlet ? > > Jacques > ----- Original Message ----- > From: Pierre Smits > To: user@ofbiz.apache.org ; Jacques Le Roux > Sent: Wednesday, October 21, 2009 9:41 AM > Subject: Re: Requests and Quotes & SFA Manager > > > For my own purposes I have rearranged the layout of the Account Profile a > bit. See attached image. > > > If this is liked and should be included in the application I can create > patched and upload them. > > > Regards, > > > Pierre > > > 2009/10/21 Pierre Smits <pierre.sm...@gmail.com> > > Keeping it simple often works. > > > I agree that clear requierements should be outlined before we start > heading of in any direction. > > > With regards to SugarCRM: they have kept it simple visavis their > overviews and actions. Having looked at openCRX (as Abdullah mentioned it > earlier) I would say that it looks a lot like SugarCRM (with some > complexities like OfBIZ). > > > So yeah. Bringing overviews of details together on the profile of an > account should be easy to do and enhance the workability for an SFA-officer. > I would like to see that the 'create new'-functions to a nemu section on > each SFA-screen (we already have quick add for contacts and leads). But > adding new accounts, opportunities and forecasts requires going to their > respective overviews. > > > > > I will look at the business process library. > > > Regards, > > > Pierre > > > 2009/10/21 Jacques Le Roux <jacques.le.r...@les7arts.com> > > > Hi Pierre, > > At this stage I wonder if we should not begin by providing clear > requirements using stories as it's done at > > http://docs.ofbiz.org/display/OFBREQDES/Universal+Business+Process+Library+Index. > At least having a look there should not hurt... > On the other hand, a simpler way would be to simply mimic SugarCRM UI. > I have done a quick analysis for such a work, it seems not > hard to do. IIRW, the only really missing things are the ticket > feature and graphics. Most of the work is about linking things together. > For instance tasks (workefforts), other accounts associated to an > account (we have already related contacts). Or tasks, contacts relates to an > opportunity (we have already lead but only one it seems), etc. > > Of course with its daslet feature SugarCRM is a bit easier to use than > our portlets, but it's not so far. > Also SugarCRM has some convenient lookups and actions on each screen. > For instance I found their information icon showing address, telephone > number, etc. on each line of a lookup result, interesting... > > My 2 cts > > > Jacques > > > From: "Pierre Smits" <pierre.sm...@gmail.com> > > Hi Jacques, > You are on the money there. I think that the ecommerce solution in > OfBIZ can > be regarded as Best in Class. And with a little effort the CRM/SFA > module > can be the same. Most of the functionalities, as you pointed out, > are > already in place. It is just bringing it together. Having that it > will drive > the acceptance of a good CRM/SFA solution for customers and can/will > lead to > having a better acceptance of OfBIZ as a whole (both from customer > and > developer (SI) point of view). > > Therefore I would also advice to split up the Marketing module in a > MARCOM > application (which is more about marketing and communication - with > their > own business processes) and a CRM application (which is by most > perceived as > SFA). > > In my opinion the CRM/SFA should be the starting point for getting > all the > info of an account/prospect/customer regarding: > Opportunities, > Request > Orders > Contacts > etc. > > When the page of an account is shown the focus should also be on how > to > contact the account (contact mechs) and the associated contacts > (showing > phone and email contact mechs). > > The SFA officials should be able to create, read, update and delete > from > there. > > But also security solutions should be up to specs. > > I also think that the starterpage of SFA should have some charts > showing the > pipeline of all account opportunities (maybe that is some > BI-functionality). > This functionality could then also be shown on the profile of the > account., > including showing total value of sales of YtD, and last year. > > It's the simple things that make it (life also) better to bear. > > Regards, > > Pierre > > PS Could you (and others) also comment on my email regarding Market > Segment > & Sales Segment? > > 2009/10/20 Jacques Le Roux <jacques.le.r...@les7arts.com> > > > Hi Pierre, > > Yes it sounds like a reasonnable requirement to me. Some of the > problems we > get when trying to convince prospects to use OFBiz is > that they want something like SugarCRM. Almost all is there, but > not as > easy as in SugarCRM... > I guess that's why Opentaps was created in the 1st place, because > Si > quickly identified the need and filled it. BTW, I think we miss > after sales features in OFBiz (like tokens in SugarCRM). This > could > certainly be implemented using what exists already in OFBiz (ie > we don't need much changes in the data model if any, using > workeffort for > instance) but has still to be done at the UI level. > > A prospective customer (French international enterprise of middle > size) > told me recently that he would prefer to have an easier to use > SFA/CRM than an accounting module, because he has already his own > accouting > system and do not want to change. > Also he wondered how much changes would be implied if ever he > would like to > change, because he think the accouting module is > formated to US practices. I don't think so (I think it's general > enough and > may be quickly adapted) but as I have not worked much > with the OFBiz accouting system yet, I had not much arguments to > expose, > and was not even quite sure of them. So I ask accouting > specialists : what > is your point of view on this aspect ? > > My 2cts > > Jacques > > From: "Pierre Smits" <pierre.sm...@gmail.com> > > Hi All, > > Shouldn't requests, quotes and the like be visible from the SFA > Manager? > And > should users be also able to create new requests, quotes e.a. > from there? > > Regards, > > Pierre > > > > > > > > > > > > > > >
