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Dolibarr / dolibarr

Dolibarr ERP CRM is a modern software package to manage your company or foundation's activity (contacts, suppliers, invoices, orders, stocks, agenda, accounting, ...). it's an open source Web application (written in PHP) designed for businesses of any sizes, foundations and freelancers.
https://www.dolibarr.org
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Wish: configuration option to set default notifications for every (new) thirdparty #28223

Open JonBendtsen opened 7 months ago

JonBendtsen commented 7 months ago

Feature Request

I wish that I somewhere could set the default notifications that always are enabled for any (new) thirdparty. I use 3, Customer proposal validated, Sales order validated and Customer invoice paid, but others might have a different selection of events they want to email thirdparty contact.

These would then show up on the notifications page of the Thirdparty.

my_automatic_notifications

Use case

Automation is always nice, and if you have to remember to send an email to the customer with proposal, order or invoice, then things are going to get delayed when you forget and customers usually likes to be in the know.

If you have a lot of thirdparties then it is bothersome to enable this manually for each and every thirdparty :-(

If you use Dolibarr on the mobile platform for a quick change because you are on the go and the customer phoned, emailed or you met them in person, then changes should possibly be emailed to customer showing that you are professional.

In my case I use Dolibarr as a dance class registration system with this flow:

  1. customer fills out my own online form that creates a draft proposal
  2. I show the customer the filled out form and they confirm which validates the proposal and creates a draft order
  4. step 3 was intentionally left blank because that is what new thirdparties would experience aka silence from me. Existing thirdparties where I have manually enabled notification for proposals would get an email
  5. when we have a spot in a dance class I (administrator+teacher) or one of other other teachers will validate the draft order
  6. some how thirdparty gets an email with order accepted and time to pay - either I send manually or the automatic notification system does that for me
  7. thirdparty pays for their dance class through stripe which creates a draft invoice, validates that invoice and sets it to paid.
  8. some how thirdparty gets an email with invoice paid - either I send manually or the automatic notification system does that for me

If I could only automate enabling of these notifications for each and every thirdparty I would be happy :-D

Suggested implementation

Somewhere in the notification module configuration I would have a segment where I can select which events I want a notification for. notification_on_events

As for who should be the recipient of those notifications, I would pick one (or more of)

  1. email on thirdparty
  2. first contact
  3. latest contact
  4. the contact(s) which is selected as the "Default contact/address for" any corresponding event
  5. fall back - if no contact is selected in step 4, then it could be step 1, 2 or 3 email address.

So in my case I might for proposal emails use:

if step 4. is chosen, and multiple contacts are marked as the default, I would simply just email all of them.

It would be nice if the same place would list the email templates used for the corresponding business event.

Suggested steps

automate configuration of sending emails to thirdparties and their contacts when some business event occurs.

JonBendtsen commented 7 months ago

default_contact_for_multiple

JonBendtsen commented 7 months ago

The commit #28823 is not a fix for this feature request, but the commit does make it less important because now I can automate creating notifications whenever I create a thirdparty.

What I actually wish for in this feature request is that setting individual notifications for each and every thirdparty is irrelevant because I want to centralized just define that my Dolibarr installation will always just email thirdparties on the event triggers that I choose in the configuration, no matter who the thirdparty is.

If the thirdparty has a defined notification for this particular event and that contact exists, then by all mean use that contact, else I want to use the default contact for that type of message for this thirdparty.

Or if there is no such default contact neither no specific contact then email one of:

 if no contact is selected in step 4, then it could be step 1, 2 or 3 email address.