Hi Alan,<br><br>I would suggest to rename Potentials as Opportunities in vtiger and<br>develop a new module Enquiries using the vtlib API.<br><br>Regards,<br>Prasad<br><br><div><span class="gmail_quote">On 2/11/10, <b class="gmail_sendername">Alan Lord (News)</b> <<a href="mailto:alanslists@gmail.com">alanslists@gmail.com</a>> wrote:</span><blockquote class="gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0pt 0pt 0pt 0.8ex; padding-left: 1ex;">
We were doing some training for a customer yesterday. They are a<br> consulting/engineering company.<br> <br> The use the Potentials module to actually track real projects. i.e. that<br> is once there is a definite proposal for their customer and work to be<br>
done.<br> <br> As they do development/engineering/consulting this fits nicely. Each<br> Potential gets assigned a custom number (ENxxxx) which ties the whole<br> project together amongst other aspects of their business processes and<br>
systems.<br> <br> We have renamed the Potentials module throughout vtiger to be known as<br> Enquiries (Hence the EN number).<br> <br> However, they would also like to be able to track opportunities that are<br> not yet definite jobs. This is how I guess most of us use the Potentials<br>
module.<br> <br> So, I was wondering about different methods of achieving this.<br> <br> 1st is to add some custom fields to the Potentials module to identify if<br> it is a pre-project opportunity or a real project (with an EN number).<br>
But I think this requires us to manually change the potential ID to an<br> EN# when a potential gets the go ahead. This ideally needs to be<br> automatic and EN numbers assigned sequentially.<br> <br> 2nd would be to create a second Potentials module. And then have some<br>
kind of "convert this to an Enquiry" function (and get an EN #) when the<br> opportunity becomes a real project.<br> <br> I think the key aspects are:<br> <br> * Both 'types' of potential need similar features that are available in<br>
the existing Potentials module.<br> <br> * we need to be able to transition from the initial pre "EN Number"<br> stage to the EN stage (as and when their customers agree to start a<br> project) and retain the existing data.<br>
<br> Anyone else got any ideas as to how we could achieve this?<br> <br> TIA<br> <br> Alan<br> <br><br> <br> --<br> The Open Learning Centre<br> <a href="http://www.theopenlearningcentre.com">http://www.theopenlearningcentre.com</a><br>
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