This module is part of the OpenERP software, the leading Open Source
enterprise management system. If you want to discover OpenERP, check our
screencasts or download
OpenERP directly.
The generic OpenERP 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.
OpenERP 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. OpenERP 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
place.
The CRM module has a email gateway for the synchronisation interface
between mails and OpenERP.
The computation is made on all events that occurred during this interval, the past X periods.
partner_id:
Max Partner ID processed, integer
som_interval_default:
Default (0=None), float
Default state of mind for period preceding the ‘Max Interval’ computation. This is the starting state of mind by default if the partner has no event.
segmentation_line:
Criteria, one2many, required
som_interval_decrease:
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
state:
Execution Status, selection, readonly
sales_purchase_active:
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
exclusif:
Exclusive, boolean
Check if the category is limited to partners that match the segmentation criteria. If checked, remove the category from partners that doesn’t match segmentation criteria
categ_id:
Partner Category, many2one, required
The partner category that will be added to partners that match the segmentation criteria after computation.
som_interval:
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 bought for too long a time, so we suppose that their state of mind has changed because they probably bought goods from another supplier. Use this functionality for recurring businesses.
name:
Name, char, required
The name of the segmentation.
Object: Segmentation line (crm.segmentation.line)¶
expr_operator:
Operator, selection, required
expr_value:
Value, float, required
expr_name:
Control Variable, selection, required
segmentation_id:
Segmentation, many2one
operator:
Mandatory / Optional, selection, required
name:
Rule Name, char, required
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