Dolibarr ERP & CRM » Bugs » bug #1545 Client status triggerLatest modifications
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Snapshot| Details |
| Last Modified On: | 2014-08-16 22:26 | | 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: | develop | | 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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