The generic Open ERP Customer Relationship Management
system enables a group of people to intelligently and efficiently manage
leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc.
It manages key tasks such as communication, identification, prioritization,
assignment, resolution and notification.
Open ERP ensures that all cases are successfully tracked by users, customers and
suppliers. It can automatically send reminders, escalate the request, trigger
specific methods and lots of others actions based on your enterprise own rules.
The greatest thing about this system is that users don't need to do anything
special. They can just send email to the request tracker. Open ERP will take
care of thanking them for their message, automatically routing it to the
appropriate staff, and making sure all future correspondence gets to the right
The CRM module has a email gateway for the synchronisation interface
between mails and Open ERP.
The computation is made on all events that occured during this interval, the past X periods.
Max Partner ID processed, integer
Default (0=None), float
Default state of mind for period preceeding the ‘Max Interval’ computation. This is the starting state of mind by default if the partner has no event.
Criteria, one2many, required
Decrease (0>1), float
If the partner has not purchased (or bought) during a period, decrease the state of mind by this factor. It’s a multiplication
Execution Status, selection, readonly
Use The Sales Purchase Rules, boolean
Check if you want to use this tab as part of the segmentation rule. If not checked, the criteria beneath will be ignored
Check if the category is limited to partners that match the segmentation criterions. If checked, remove the category from partners that doesn’t match segmentation criterions
Partner Category, many2one, required
The partner category that will be added to partners that match the segmentation criterions after computation.
Days per Periode, integer
A period is the average number of days between two cycle of sale or purchase for this segmentation. It’s mainly used to detect if a partner has not purchased or buy for a too long time, so we suppose that his state of mind has decreased because he probably bought goods to another supplier. Use this functionality for recurring businesses.
Name, char, required
The name of the segmentation.
Object: Segmentation line (crm.segmentation.line)¶