Hi Michael,
On Mon, Jun 29, 2015 at 1:07 AM, Michael Richardson <..hidden..> wrote:
I understand that in 1.4, all contacts (vendors, suppliers, employees)
are managed through "Contacts".
That's correct. There are two types of contacts: "Companies"(legal entities) and "Persons"(natural persons)
I see two button at the top of Add Contact: Company/Person.
That's how it should be. Extra tabs will be offered after you save the Company or Person.
But, even selecting "Company", under Class, I only see "Employee"
That's incomplete. I'm seeing (in https://demo.cloud.efficito.com/erp/1.4/): Vendor, Customer, Employee, Contact, Referral, Hot lead,
Cold lead.
Apparently, something went wrong, but it's hard to imagine what...
If you create a new company database, are all the other types listed?
If I go ahead and try to create a company, I'm asked on the next page
for all sorts of person-related info.
Given that the selection was Employee, that's to be expected, I guess. It's a bug though, because I can't imagine "Employee" to be a
role to be fulfilled by a legal entity.
I suspect that this is a missing migration that would have added the
additional classes.
The other classes are created in the same SQL statement in Pg-database.sql as the other classes. Can you send the content of the table
"entity_class"? If it contains the result of:
INSERT INTO entity_class (id,class)
VALUES (1,'Vendor'),
(2,'Customer'),
(3,'Employee'),
(4,'Contact'),
(5,'Lead'),
(6,'Referral'),
(7,'Hot Lead'),
(8,'Cold Lead');
Then something else is wrong...
--
Bye,
Erik.
http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.