ADempiere    

2008-07-21 23:29 Helpdesk Another suggestion to add into improving the CRM component would be to ensure not only can you view the relationship between business partners, but also the relationships between individuals regardless of business partner relationships. Also we need to simply recognises that a business partner and a contact can be the one and same entity for individuals and data entry for this should be simple as well.

2008-07-09 05:52 peter2000 Forgot to mention currently the phone format seems to only apply to the Location tab, the phone numbers on Contact/User are free text (at least different to Location tab).

2008-07-09 05:50 peter2000 It would be good to have the phone number tagged (user's choice) as mob, office, main, etc. Also, to allow more than just the two phone numbers. Wish the team well in being chosen and competing.

2008-07-04 09:45 red1 Hi HelpDesk, I have done some initial integration between Asterisk and our CRM Requst module and described in in our wiki at ADempiere. I also committed the source to our trunk/contributions/. Check this under the keyword 'Cli-CE'. It is abit old though. Leaving it to others to update and improve further. Regards red1

2008-06-28 14:30 Helpdesk Hi Carlos, If you are looking at something more adventurous then perhaps we could look at including the hooks for later CRM/telephone integration (e.g. Asterisk PABX). For this we need a lookup mechanism for phone numbers which is not quite as simple as it might first appear. 1) Lookup matching phone numbers (will probably require standardisation in format i.e international format +<countrycode><areacode><phonenumber> or some similar logic to match numbers without some components of number and knowing relationship to any local conventions) 2) If no match, offer a) closest match location of possible existing business partner (where businesses may have blocks of numbers for direct indial) and link to existing contact (where people might change phone numbers) b) option to add new contact to existing business partner with given phone number details c) option to add new business partner and new contact with with given phone number details Remember people could have multiple phone numbers from the same location if they utilise shared multi-lines which can complicate things. NB: PABX integration could also drive off an IVR captured account number but we may wish to extend with a unique contact ID as well. Hopefully this wouldn't expand the effort required too far .. it would be nice to have a stretch but not impossible to demonstrate the power and flexibility of the Adempiere product ;-) Cheers, Allan.

2008-06-27 19:39 Carlos Ruiz Thanks a lot for requesting this needed feature. Maybe we could elaborate a little more the idea here: Currently I see: - Adding MxN relationship between business partner and contacts/users - Adding phonetic name lookups I think we could add some more things to this - 24h from 3 programmers (72h) can cope with some more features. Maybe all of them related to enhance the BP+User part (CRM add-ons?)