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"category": "Project Management",
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Responsible person is looked up on a "profiling" table based on Sales Team and Department.
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"Sales Teams" allow to define different target teams. Originally are ment for Sales people, but here are (re)used also for Service Teams handling Issues, Claims, Tasks, etc.
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Initially was ment to on Issues, but currently it's generic enough to work on any object: crm.case, crm.claim, project.task, etc.
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Initially was ment to on Issues, but currently it's generic enough to work on any object: crm.case, crm.claim, project.task, etc.
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This module doesn't even require for Project to be installed. The names used are project related for historic reasons.
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- Profiling rules are defined either on Department form or on User form.
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- User is assigned by a Server Action. Example using Project Issues: