Forum OpenACS Development: Re: CRM-like package and project-manager

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2: Re: CRM-like package and project-manager (response to 1)
Posted by Jade Rubick on 06/25/04 07:21 PM
Just to clarify: project-manager does link in customers to projects.

However, the organizations package does not link in things like phone numbers, addresses, etc... It wasn't even designed to have a UI, and I probably should have put the UI in a separate package. It was designed to provide a standards-compliant (I forget what the actual standard was) data model for organizations.

So what I would do, is break out the organizations UI into a package called organizations-ui.

Then link in organizations-ui with telecom-number (for phone numbers), and itu-codes (I think it is), which is for addresses. Then you'll have a very simple contact manager.

I don't really have any plans in this area, so you want to take this on, that's great!

The only thing I want to insist on is not creating something completely outside of the organizations package. Ignoring that would make my life more difficult.

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3: Re: CRM-like package and project-manager (response to 2)
Posted by Jeroen van Dongen on 06/25/04 09:25 PM
<blockquote>> Just to clarify: project-manager does link in customers to >> projects.
</blockquote>

Ah - now I see. Sorry, it was some err on my side that it did not work as expected. Perhaps I shouldn't try things out at 3 in the morning (either that, or restart my caffeine habbit again :)

Anyway - sounds ok. WRT to the organisations package I've one 'problem' with it - and that is the organisation type stuff.

I don't see this as a feature of the organisations package - imo an organisation-object should just represent the basic demographics about that organisation and nothing else.

All that context-related stuff like in what category an organisation falls should be dealt with outside the org package. The type stuff for instance could also (and perhaps better) be implemented by integrating with 'categories'. May be it can be arranged that on package install time a special categorie tree gets created, pre-populated and mapped?

BTW - how much fait should I have in acs-persons? Looks like a usefull package as well in this regard, but the current version does seem to have some issues?

However, I'll work on a decent design proposal and post it here for comments.

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4: Re: CRM-like package and project-manager (response to 3)
Posted by Jade Rubick on 06/28/04 07:17 PM
As long as there is an upgrade script, I think the idea of changing organizations to use categories is a good one.

Good idea to pre-populate the package.

I don't know anything about acs-persons.

I'm looking forward to the design proposal!