[Vtigercrm-developers] Handling Organisations for end customers

joe at tsolucio.com joe at tsolucio.com
Sun Apr 22 04:34:06 PDT 2012


You have to configure B2C.
Basically making organization field non-mandatory in the layout editor
https://wiki.vtiger.com/index.php/B2C_Model

Joe
TSolucio


On Sun, 22 Apr 2012 12:50:15 +0200, Röder & Miedaner GbR
<droeder at roeder-miedaner.de> wrote:
> Dear all,
> I'm evaluation vTiger currently and I'm still having one question about 
> the vitger conecept in general:
> When creating a new contact in the demo, I'm not forced to add an 
> organisation to this contact. When creating an invoice for this contact 
> afterwards it's asking me to assing an organisation to the invoice.
> As my company is also selling to private end customers, it's not sure 
> that all contacts are having an organisation.
> I tested it at http://demo.vtiger.com and also played around with 5.4RC.
> 
> I found in the wiki 
> (https://wiki.vtiger.com/index.php/Organizations_Module) the hint, that 
> organisations are auto generated when migration leads to Opportunity. 
> I'm expecting this is happing in the backend also when creating an 
> invoice for a contact?
> 
> How is it designed to handle these end customers? Do I have to create an

> organisation called "Private person" or can I anyhow change the 
> orgranisation from mandatory to optional?
> 
> Thanks in advance
> 
> Dirk
> _______________________________________________
> http://www.vtiger.com/


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