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Below follows a description how OFBiz can be used to support activities in a project/service driven organization. We, in Antwebsystems started using OFBiz more than 3 years ago for basic accounting, email and the website. Now, since about three months we also use it for processing customer requests, timesheet registration, email and generation of invoices from timesheets. The main parties in these activities are customers and employees. For both these groups of people special screens were created in the 'myPagemyPortal' component which was added for this purpose. Employees can use email, timesheets and can assign tasks. A document libary function is planned.
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To Allow a customer to login to the system and see his customer requests and invoices, in the partymanager add a userlogin to his party record and assign this userLogin to the MYPAGEMYPORTAL_CUSTOMER permission group. If you want this customer to see a project overview and ganttchart, add this person to the projectmanager with the role client* and add this person to the project resources. If you want a number of people from the same company to see each other customer requests make sure they are all contacts of the same account. This can also be arranged in the partymanager under 'relationships'.
To allow a employee on the system, create for him/her a userlogin with the 'MYPAGEMYPORTAL_EMPLOYEE' or 'MYPAGEMYPORTAL_EMPL_NOEMAIL' permissiongroup to allow him to send email from the system or not. The employee can (re)assign tasks, see his profile, use the timesheet and see the company calendar.
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We receive customer requests either by email or directly as customer requests. When they come in per email there is a function in mypage myportal to create a customer request from the email. The customer will receive a notificaion the customer request is created. These new customer requests show up under the 'request' button in the project manager where the project administrtor can create or assign them to tasks in projects and optionally assign them to employees. Attachments on the email are copied over to the project task.
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