Hello everyone, hello @rmehta,
steadily growing into ERPNext we are looking to use the Event feature to later sync all our Calendars towards other software like phones and thunderbird outlook etc.
I have found several different approaches inside ERPNext how such events are handeln.
- Calenderviews being overviews for any DocType with a date field.
- Events being calls, e-mails, meeting etc. (these can be activated when creating custom DocTypes)
- Todos (which seem to be a kind of combination of 1. 2.)
- Appointsments which is a fairly new DocType to be used for leads or customers to schedule appointments with sales people
Can some one give some information on what is really used for which purpose?
I am asking, because I am wondering why the “allow events in time line” can only be turned on at admin-level and why this is not implemented in e.g. task. My idea is, that a projects task can also require several meetings and/or calls which can be planed and documented from within the task DocType. My conclusion is then, why not use this also in Issue, Opportunity, Quotation, etc. to use these as reminders, project calendars, or for other planning purposes?
I am looking forward to hearing from you all!