Feature Requests Incident #17846

 


Summary
Project
INCDT - xTuple ERP
Incident Category
Features
Incident Number
17846
Visibility
public


Product Version
None
Fixed In Version
None


Summary
make parent-child relationship in CRM mean something


Description

It would be really nice if the Parent CRM Account inherited certain things from CRM accts defined as children. For example, in our current dogfood database, all of us are (properly) defined as CRM accounts ourselves (as well as Users, Employees, Vendors, etc.) ... But the application has no understanding that Contact "Ned Lilly", which is associated with CRM Account NED, should also be associated with CRM Account XTUPLE by inheritance. That one relationship would be a good place to start. In the future, it would be nice to see other things like Characteristics, Comments, History, etc., flow up the inheritance tree too (as they do with the CRMAcct/Customer relationship, for example).

As a minor tangible example of this, when I entered this issue, and put it under CRM Account XTUPLE, I wasn't able to select my Contact as the person reporting the issue (at least without going into the search contact widget, unchecking "search only XTUPLE", etc.)


Details
Reporter
ned
CRM Account
xTuple
Status
Confirmed
Assigned
None


Priority
Very High
Severity
None
Updated
11-18-13 14:57
Resolution
None



Comments

DateUsernameComment
06/14/12 12:05ned

It would be really nice if the Parent CRM Account inherited certain things from CRM accts defined as children. For example, in our current dogfood database, all of us are (properly) defined as CRM accounts ourselves (as well as Users, Employees, Vendors, etc.) ... But the application has no understanding that Contact "Ned Lilly", which is associated with CRM Account NED, should also be associated with CRM Account XTUPLE by inheritance. That one relationship would be a good place to start. In the future, it would be nice to see other things like Characteristics, Comments, History, etc., flow up the inheritance tree too (as they do with the CRMAcct/Customer relationship, for example).

As a minor tangible example of this, when I entered this issue, and put it under CRM Account XTUPLE, I wasn't able to select my Contact as the person reporting the issue (at least without going into the search contact widget, unchecking "search only XTUPLE", etc.)



Files

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Related Documents

TypeNumberDescriptionRelationshipRemove
ProjectXTUPLEAPPSPorted From Mantisx


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Incident History

DateUsernameFieldChange
06/14/12 12:05nedNewIncident Added
06/14/12 14:42ptylerStatusStatus Changed: New -> Confirmed
07/01/13 15:32jrogelstadCharacteristic Kickstart Added: "True"
07/01/13 15:32jrogelstadCharacteristic Time Estimate Added: "4"
11/18/13 14:57jrogelstadPriorityPriority Changed: -> Very High