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frappe / erpnext

Free and Open Source Enterprise Resource Planning (ERP)
https://erpnext.com
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[ Feature Request ] New DocType for Call and Appointment #10825

Closed giuseppelamatrice closed 2 years ago

giuseppelamatrice commented 7 years ago

"To do" is not best way to manage call and appointment.

I suggest to do this:

Call example: image

Appointment example: image

Customer example: image

joolsr commented 7 years ago

When you send an email. If you unclick, 'Send as Email' at the bottom, you will see that you can set Communication medium, and a lot of the functionality is (albeit quite hidden) here already

giuseppelamatrice commented 7 years ago

It is more convenient read all information on lead/customer in one page.

joolsr commented 7 years ago

Yes agreed. I was just pointing out that the functionality bis there but it needs significant reformatting to make it work as required

Julian

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On 20 Sep 2017, 12:07 pm, at 12:07 pm, Giuseppe Lamatrice notifications@github.com wrote:

It is more convenient read all information on lead/customer in one page.

-- You are receiving this because you commented. Reply to this email directly or view it on GitHub: https://github.com/frappe/erpnext/issues/10825#issuecomment-330819157

umairsy commented 7 years ago

Just checking, would providing an option to create Timesheet from Lead/Opportunity/Quotation help for tracking appointment?

giuseppelamatrice commented 7 years ago

I propose to add 2 fields on "to do" and "calendar" tool:

sbkolate commented 7 years ago

@giuseppelamatrice ToDo is working for us. On top of ToDo we developed feature to add interaction. If you think its generic, then I can send pull request.

Please check screenshot in following pdf.

https://drive.google.com/file/d/0B7hi3l0nL56dSHJ3SllQY2oxcjA/view?usp=sharing

giuseppelamatrice commented 7 years ago

@sbkolate Good. I think "to do" is generic tool.

I propose to add 2 fields on "to do" and "calendar" tool:

In this way we can use "to do" for all business process, not only CRM. In fact "CRM label" attached on this issue is not correct.

joolsr commented 7 years ago

@sbkolate great piece of work. I need to look at more carefully but I think this would be a great benefit to be added to core ;-)

joolsr commented 7 years ago

@sbkolate For the 'Type of Interaction', what types are available?

Also - small note - on the Message box that says 'Interaction Submited Successfully', please note that Submitted on your PDF is spelt wrongly. ie it should be submi_tt_ed not submi_t_ed

Great piece of work :-)

sbkolate commented 7 years ago

@joolsr @giuseppelamatrice Type of interaction we added Skype, Whatsapp, WebEx, call, Visit I will fix message.

We have added popup for interaction, its creating communication and ToDo, So ToDo will give reminder for next call/ interaction If expense claim is added then only it create expense claim.

@giuseppelamatrice Interaction is similar to your call doc, and for reminder we are using ToDo.

For adding core, I will work on mockup and feature request.

joolsr commented 7 years ago

@sbkolate I'm wondering if we should also add to the types of interaction 'Email'. Now I know this sounds counter intuitive as emails should be received into the Opportunity and history. But we have the situation occasionally that emails are received that may not be forwarded into ERPNext by a colleague and thus it could be useful to have this extra interaction type added.

That said, I appreciate this could be quite confusing for newcomers to ERPNext so if anyone has any further input on this I'd be pleased to hear it.

basdereus84 commented 6 years ago

That said, I appreciate this could be quite confusing for newcomers to ERPNext so if anyone has any further input on this I'd be pleased to hear it.

Maybe call it "Email outside ERPNext" ?

This would be a very useful feature. I've posted a feature request a couple of months ago to be able to set a follow up for a quotation and sales order as well, just the way it currently works with leads and opportunity. This would be a very nice addition/integration for that. I hope it makes it to the core.

sbkolate commented 6 years ago

Hello,

Is this generic request? We have one post on forum, to see all related communication.

https://discuss.erpnext.com/t/how-to-view-all-related-communication-with-a-contact-lead-customer-or-supplier/33421

If its generic, then I can send pull request to add Interaction/ Appointment/ Meeting Details It will also enable to add expense claim for meeting and reports to see all interaction.

Thanks, Sam

basdereus84 commented 6 years ago

Although I don't think your solution will allow us to see all related communication as I was asking for in my forum post, I do think it would be a very nice addition to the CRM module of ERPNext.

I did some playing around with Odoo 11 and the ability to schedule and view calls, meetings etc. with contacts seems to be far better integrated into Odoo. I think your solution is good step to get this same type of integration into ERPNext.

joolsr commented 6 years ago

As I mentioned before a few times there IS a somewhat hidden feature with everything you want. The ability to add phone calls, messages, etc is there but its really, really hidden. See video below:-

peek 2018-02-05 16-06

I think this functionality in terms of the underlying capabilities is fine, but its a far better method to show Phone messages and different forms of Communications. Its almost as is it was hidden on purpose ...

But the Doctype supports some of what you need so we should improve upon the GUI to start with so its far more obvious to use rather than adding to the infrastructure IMHO ..

basdereus84 commented 6 years ago

@joolsr I agree with you that the function to log a call or visit is ridiculously hidden away in the send email window. I think that this solution presented by @giuseppelamatrice adds more than only a way to log a phone call. I see it as a way to easily log but also to schedule calls, meetings etc. If you look at this video from Odoo 11: https://www.youtube.com/watch?v=r1Wq2ka1DMU You'll see that you can schedule events from a record.

We have the similar ability by using the "Assign to" function but it's very limited. You can only add one todo for each user. If you change the message inside the ToDo record it's not trackable from within the record from which you created the todo in the first place. It's also not possible to get an overview of the scheduled events for a certain record.

joolsr commented 6 years ago

@basdereus84 Just a note to say that you obviously feel strongly about improving CRM and email facilities. Why don't you join the ERPNext Community CRM/Email group of which I'm a member so you can add your voice and help improve the application ? We will meet virtually tomorrow at 7.30am GMT

I cant remember how you join as such but you need to speak with Antonius Tara who is mainly heading things for now

joolsr commented 6 years ago

If you want to join us for the meet tomorrow, let me know and I'll add you to the group

basdereus84 commented 6 years ago

I would like to but unfortunately, I've got other obligations I have to attend. Will the session be recorded?

sbkolate commented 6 years ago

@basdereus84 We have another doctype as interaction, it will enable so see all communication and reminders to users to take follow ups with communication.

chdecultot commented 6 years ago

Hi guys,

I just pushed a PR to Frappe to provide the basis for this feature. I have also added a new DocType called "Call" in ERPNext. Some proposed fields are still missing because I wait for Frappe's validation before going further.

Please don't hesitate to review this proposal and give some feedbacks.

Thanks!

joolsr commented 6 years ago

Hi @chdecultot Many thanks for your PR! I think this is well overdue and many thanks again for actually getting something proposed and coded. I am not developer but I am happy to test and offer suggestions.

I presume this is too late now for v11 but as it would be so useful I hope it wont have to wait another 9 months till v12? Perhaps we can get it into v11.1 in a couple of months time

chdecultot commented 6 years ago

Hi Joolsr,

Thanks for your kind words. I am still working on it and actually based on the first feedbacks I have received, I have changed my mind regarding creating new Doctypes for Call and Appointment.

Whereas I do think that it could be better managed by having its own documents, the current design of Frappe/ERPNext would not allow a user to see all his events/calls/appointments in a single calendar. Which is a huge UX problem.

It is already an issue experienced with the ToDo/Event doctypes and I think we should be careful about introducing further siloed information.

Therefore, I am currently trying to tweak the Event doctype to allow the creation of categories (Call, Meeting,...) and improve the general experience with this doctype.

The general design of Frappe's PR https://github.com/frappe/frappe/pull/6113 is still similar as what you can see in the Gifs.

If you have any comment, proposition regarding how we could enhance the UX of the integration between events/interactions in the CRM please don't hesitate !

And yes, let's hope it could be rapidly merged into the core once it is finalized.

Have a nice day!

joolsr commented 6 years ago

Hi again Charles Henri @chdecultot

Yes, its obvious you've got a good handle on this. I wasn't aware of the issues of viewing different types of date related doctypes on the same calendar for one user but it did occur to me that a calendar view is kind of essential and expected. I'll keep an eye on your updates and if you have a staging server I can access to try your branch I'm happy to. I think you've linked to the wrong issue number above BTW I couldn't see that it was related .. ;-)

stale[bot] commented 2 years ago

This issue has been automatically marked as inactive because it has not had recent activity and it wasn't validated by maintainer team. It will be closed within a week if no further activity occurs.