Dolibarr ERP & CRM » Bugs » bug #1545 Client status triggerLatest modifications
Answer now
Snapshot| Details |
| Last Modified On: | 2014-08-07 10:39 | | 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: | Core Problem |
| Severity: | 5 - Major | | OS Type/Version: | |
| PHP version: | | | Database type and version: | |
| Status |
| Status: | Open | | Assigned to: | None |
| Resolution: | None | |
Comments- 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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