I see that there are To Dos that a user can create for him/herself. There are also Support Tickets generated by customer email or user-typed records in erpnext.
Consider making a more generalized solution of “Ticklers” or “Action Requests” or some other suitable name.
To Dos are in some fashion Support Tickets for a person from that same person.
Support Tickets should be broadened to not only include customers but also suppliers, employees, erpnext users, etc.
Such an “Action Request” would also allow linking to parties (Customer / Vendor / User / Employee / etc.) and maybe transaction (PO / Sales Invoice / Work Order / etc.). That way, an erpnext user can go to customer ABC Company and see all Action Requests associated with it. Doing so would reduce duplicate work, allow for better team coverage (vacations, departures, etc.), and give a top-level view of a given party / transaction – a mini-project management tool too.
Hi,
You can now use the “assign” feature in the right sidebar to assign any record → Support Ticket, Customers, Invoices etc. When you do this,
- A new to-do is made for the assignee
- The assignee gets a message (a floating message in the right bottom of the page if he / she is logged in) or a red box on the top toolbar for an alert.
- Activity feed gets updated
- When the todo is completed and the assignee removes it from his/her todo list, the assigner gets a message that the assignment is complete.
You can also use the comments section to add additional information:
we use this internally and works quite well!
best,
Rushabh
On 19-Mar-2012, at 3:38 PM, NN wrote:
I see that there are To Dos that a user can create for him/herself. There are also Support Tickets generated by customer email or user-typed records in erpnext.
Consider making a more generalized solution of “Ticklers” or “Action Requests” or some other suitable name.
To Dos are in some fashion Support Tickets for a person from that same person.
Support Tickets should be broadened to not only include customers but also suppliers, employees, erpnext users, etc.
Such an “Action Request” would also allow linking to parties (Customer / Vendor / User / Employee / etc.) and maybe transaction (PO / Sales Invoice / Work Order / etc.). That way, an erpnext user can go to customer ABC Company and see all Action Requests associated with it. Doing so would reduce duplicate work, allow for better team coverage (vacations, departures, etc.), and give a top-level view of a given party / transaction – a mini-project management tool too.
The assign feature is truely a very good thing the only thing missing in it is when we assign a thing to a user there should be the ability by the assigner to add notes or comments so the person comes to know what the assigner is talking about.
On Monday, March 19, 2012 3:43:17 PM UTC+5:30, Rushabh Mehta wrote:
Hi,You can now use the “assign” feature in the right sidebar to assign any record -> Support Ticket, Customers, Invoices etc. When you do this,
1. A new to-do is made for the assignee
2. The assignee gets a message (a floating message in the right bottom of the page if he / she is logged in) or a red box on the top toolbar for an alert.
3. Activity feed gets updated
4. When the todo is completed and the assignee removes it from his/her todo list, the assigner gets a message that the assignment is complete.You can also use the comments section to add additional information:
we use this internally and works quite well!
best,
Rushabh
On 19-Mar-2012, at 3:38 PM, NN wrote:> I see that there are To Dos that a user can create for him/herself. There are also Support Tickets generated by customer email or user-typed records in erpnext.
>
> Consider making a more generalized solution of “Ticklers” or “Action Requests” or some other suitable name.
>
> To Dos are in some fashion Support Tickets for a person from that same person.
>
> Support Tickets should be broadened to not only include customers but also suppliers, employees, erpnext users, etc.
>
> Such an “Action Request” would also allow linking to parties (Customer / Vendor / User / Employee / etc.) and maybe transaction (PO / Sales Invoice / Work Order / etc.). That way, an erpnext user can go to customer ABC Company and see all Action Requests associated with it. Doing so would reduce duplicate work, allow for better team coverage (vacations, departures, etc.), and give a top-level view of a given party / transaction – a mini-project management tool too.
>
ERPNext - Business Operating System
W: https://erpnext.com
T: @rushabh_mehta
The assign feature is truely a very good thing the only thing missing in it is when we assign a thing to a user there should be the ability by the assigner to add notes or comments so the person comes to know what the assigner is talking about.
On Monday, March 19, 2012 3:43:17 PM UTC+5:30, Rushabh Mehta wrote:Hi,You can now use the "assign" feature in the right sidebar to assign any record -> Support Ticket, Customers, Invoices etc. When you do this,
1. A new to-do is made for the assignee
2. The assignee gets a message (a floating message in the right bottom of the page if he / she is logged in) or a red box on the top toolbar for an alert.
3. Activity feed gets updated
4. When the todo is completed and the assignee removes it from his/her todo list, the assigner gets a message that the assignment is complete.You can also use the comments section to add additional information:
we use this internally and works quite well!
best,
Rushabh
On 19-Mar-2012, at 3:38 PM, NN wrote:> I see that there are To Dos that a user can create for him/herself. There are also Support Tickets generated by customer email or user-typed records in erpnext.
>
> Consider making a more generalized solution of "Ticklers" or "Action Requests" or some other suitable name.
>
> To Dos are in some fashion Support Tickets for a person from that same person.
>
> Support Tickets should be broadened to not only include customers but also suppliers, employees, erpnext users, etc.
>
> Such an "Action Request" would also allow linking to parties (Customer / Vendor / User / Employee / etc.) and maybe transaction (PO / Sales Invoice / Work Order / etc.). That way, an erpnext user can go to customer ABC Company and see all Action Requests associated with it. Doing so would reduce duplicate work, allow for better team coverage (vacations, departures, etc.), and give a top-level view of a given party / transaction -- a mini-project management tool too.
>
Hi,
Hi Aditya,You can use the "comments" feature in the sidebar for the exact purpose.best,Rushabh-----------------------------------------------------
ERPNext - Business Operating System
W: https://erpnext.com
T: @rushabh_mehtaOn 21-Mar-2012, at 11:45 PM, Aditya Duggal wrote:The assign feature is truely a very good thing the only thing missing in it is when we assign a thing to a user there should be the ability by the assigner to add notes or comments so the person comes to know what the assigner is talking about.
On Monday, March 19, 2012 3:43:17 PM UTC+5:30, Rushabh Mehta wrote:Hi,You can now use the "assign" feature in the right sidebar to assign any record -> Support Ticket, Customers, Invoices etc. When you do this,
1. A new to-do is made for the assignee
2. The assignee gets a message (a floating message in the right bottom of the page if he / she is logged in) or a red box on the top toolbar for an alert.
3. Activity feed gets updated
4. When the todo is completed and the assignee removes it from his/her todo list, the assigner gets a message that the assignment is complete.You can also use the comments section to add additional information:
we use this internally and works quite well!
best,
Rushabh
On 19-Mar-2012, at 3:38 PM, NN wrote:> I see that there are To Dos that a user can create for him/herself. There are also Support Tickets generated by customer email or user-typed records in erpnext.
>
> Consider making a more generalized solution of "Ticklers" or "Action Requests" or some other suitable name.
>
> To Dos are in some fashion Support Tickets for a person from that same person.
>
> Support Tickets should be broadened to not only include customers but also suppliers, employees, erpnext users, etc.
>
> Such an "Action Request" would also allow linking to parties (Customer / Vendor / User / Employee / etc.) and maybe transaction (PO / Sales Invoice / Work Order / etc.). That way, an erpnext user can go to customer ABC Company and see all Action Requests associated with it. Doing so would reduce duplicate work, allow for better team coverage (vacations, departures, etc.), and give a top-level view of a given party / transaction -- a mini-project management tool too.
>
Great,
I see that the new changes are much better off and now we can add some comments to the task assignment.
On Monday, March 19, 2012 3:38:46 PM UTC+5:30, NN wrote:
I see that there are To Dos that a user can create for him/herself. There are also Support Tickets generated by customer email or user-typed records in erpnext.
Consider making a more generalized solution of “Ticklers” or “Action Requests” or some other suitable name.
To Dos are in some fashion Support Tickets for a person from that same person.
Support Tickets should be broadened to not only include customers but also suppliers, employees, erpnext users, etc.
Such an “Action Request” would also allow linking to parties (Customer / Vendor / User / Employee / etc.) and maybe transaction (PO / Sales Invoice / Work Order / etc.). That way, an erpnext user can go to customer ABC Company and see all Action Requests associated with it. Doing so would reduce duplicate work, allow for better team coverage (vacations, departures, etc.), and give a top-level view of a given party / transaction – a mini-project management tool too.