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[Dolibarr-bugtrack] [Bug #1545] Client status trigger


From: Doliforge
Subject: [Dolibarr-bugtrack] [Bug #1545] Client status trigger
Date: Sun, 16 Nov 2014 17:06:58 +0100

Doliforge
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Client status trigger

Latest modifications

2014-11-16 17:06 (Europe/Paris)
Changes:
  • Detected in version: 
develop3.6.0

Answer now

Snapshot

 Details
Last Modified On:  2014-11-16 17:06 Submitted by:  Raphaël Doursenaud (rdoursenaud)
Submitted on:  2014-08-04 19:29 
Summary:  Client status trigger
Description:  A thirdparty has the client status added if a proposal is made.
This is far too soon for correct qualification.
The client status should only be added on proposal signature.

3.5.x is affected, don't know about 3.4
Step to reproduce bug:  Create a prospect thirdparty
Make a proposal.
The thirdparty is now prospect/client.
Detected in version:  3.6.0 Category:  Module: Proposals
Severity:  6 OS Type/Version:  
PHP version:   Database type and version:  
 Status
Status:  Open Assigned to:  None
Resolution:  None 

Comments

Raphaël Doursenaud 2014-08-16 22:26
@Laurent: Sounds reasonable to me.
Laurent Destailleur 2014-08-16 17:28
I suggest the following change:
- We change default behaviour to have prospect become prospect+customer when proposal is signed (and only signed).
- We add an option into proposal module setup to also change type like it does currently.
Raphaël Doursenaud 2014-08-07 14:25
Well, I always found this originality to be a good thing.
We use it to separate clients we have nothing to do with (commercially speaking) from clients where there are still opportunities for upselling (client/prospect).

This is not a good place do discuss it though, let's try to stick to the bug report topic.
Cedric GROSS 2014-08-07 13:19
I'm sorry, but I think you get status mixed up.
There are 4 status :
0= not customer, 1=customer, 2=prospect, 3=customer and prospect

I speak about the fourth (3). I ever understand how a third-party could be both a customer and a prospect.
Raphaël Doursenaud 2014-08-07 12:22
Let me politely disagree.
The actual feature is named prospect. I expect it to behave like it.

If you'd like to see a suspect feature come into play, please open a task for it (And feel free to CC me) but don't change the meaning of a feature we use daily for several years now.
Cedric GROSS 2014-08-07 11:36
Hi Raphael.
I'm agree with you. That's the point, may be we just need to rename 'prospect/customer' status to 'suspect'
Raphaël Doursenaud 2014-08-07 10:56
Invoicing is also a good time, maybe even better.
And no, Cédric, a customer (using client was a mistake) is a customer, nothing else.
If you need more granularity before selling, adding a suspect status could have meaning but this is another story.
Marcos García 2014-08-07 10:50
From my point of view, a potential client is a *client* when an invoice is done. Until that it remains being a prospect..
Cedric GROSS 2014-08-07 10:39
The big question is : What is the meaning of 'prospect/client' status ?
If it's: it's a prospect that could be become a client, setting this when proposal done is the good timing.


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