[Vtigercrm-developers] Why only "Add Task" on Quotes?

Alan Lord (News) alanslists at gmail.com
Mon Aug 18 11:07:59 GMT 2014


On 18/08/14 11:44, Prasad wrote:
> We can argue that Events can be linked to any records - but that would
> just make the Calendar more filled up. Events are generally linked with
> (Contacts, Leads, Organization, Opportunies) for now.
>
> In case of Invoice... setting Valid "Due Date" would help you to filer
> on ListView for followup.
> The same can be added on the Calendar too (see Activity Types).
>
> Enabling Quotes as one of the Activity Type is an option - but on which
> date column should the anchor be on?

The big issue for us is reminders...

This particular customer wants to use the Quote as their main working 
entity in the CRM and they'd like to be able to assign events to it so 
they can be reminded that they said they'd contact the customer, or 
update the quote or whatever... And who am I to say that's wrong?

I don't understand why there should be a seemingly arbitrary decision to 
limit Events to only certain modules when there is no reminder function 
on Tasks. Every business we deal with is different and they all want to 
work in different ways. This kind of arbitrary/hard-coded restriction is 
simply limiting the flexibility of the platform.


Cheers


Al



-- 
Libertus Solutions
http://www.libertus.co.uk



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