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Anil K Patel commented on OFBIZ-1643: ------------------------------------- PartyDataSource table links Party (Lead) to the DataSource (Lead Source). > Screens to manage Leads in SFA webapp > ------------------------------------- > > Key: OFBIZ-1643 > URL: https://issues.apache.org/jira/browse/OFBIZ-1643 > Project: OFBiz > Issue Type: New Feature > Reporter: Anil K Patel > Priority: Minor > > Lead is both a Person and PartyGroup (related by a PartyRelationship) because > much of the information in a lead translates directly into Account and > Contact information and this way the Lead records can either be duplicated, > or simply modified adding the Account and Contact roles. For the Person and > Party-Group parties will be in the Lead role. > The following are screens and details for them related to a lead. These may > be best as separate screens or as desired certain ones can be combined. > • Find Lead > • Accessed from the application/header level "Leads" tab > • Includes a search fields entry form and a search results display form > • All search results will be filtered by leads the current user is associated > with unless the user has permission to view all > • Like the normal Party Search except with a filter on > partyTypeId=PARTY_GROUP or PERSON and include a PartyRole record for the > "LEAD" roleTypeId; may also constrain by existing PartyRelationship to join > the Lead Group to the Lead Person. > • Includes a link to the Create/Edit Lead page with no "partyId" to identify > the account for the purpose of creating a new lead; note that for Edit Lead > the partyId can correspond to either the Group or Person > • Lead Home (Summary) > • This page will include summary information for the account including basic > lead fields plus other related information (to be defined....) > • Create/Edit Lead > • If a "partyId" parameter is passed in this page will act as an Edit Lead > page (the partyId can for the Group or Person), if not it will act as a > Create Lead page (both being very similar) > • Contact Mechs (Contact Info) > • Work Efforts (Activities/Events and Tasks) > • Opportunities > • Campaigns > • Teams (Team) > • Notes > • Convert Lead to Account/Contact > • Merge Leads > • Clone Lead > • Import Leads (formats?) > • Automatic Lead Assignment Rules (constraints?) > • Capture Leads from Web Site (ecommerce or other public facing) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online.