[ https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Santosh Malviya updated OFBIZ-1641: ----------------------------------- Attachment: sfa_createAccount.patch Hello Mistakenly I forgot to remove form "AccountForms.xml" so this is latest patch. Regards Santosh Malviya > Screens to manage Accounts in SFA webapp > ---------------------------------------- > > Key: OFBIZ-1641 > URL: https://issues.apache.org/jira/browse/OFBIZ-1641 > Project: OFBiz > Issue Type: New Feature > Components: marketing > Affects Versions: SVN trunk > Reporter: Anil K Patel > Assignee: Anil K Patel > Priority: Minor > Fix For: SVN trunk > > Attachments: sfa_createAccount.patch, sfa_createAccount.patch, > sfa_createAccount.patch, sfa_createAccount.patch, sfa_createAccount.patch, > sfa_createAccount.patch, sfa_find_createAccount.patch, > sfa_find_createAccount.patch > > > The following are screens and details for them related to an account. These > may be > best as separate screens or as desired certain ones can be combined. > • Find Account > • Accessed from the application/header level "Accounts" tab > • Includes a search fields entry form and a search results display form > • All search results will be filtered by accounts 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 > and include a PartyRole record for the "ACCOUNT" roleTypeId > • Includes a link to the Create/Edit Account page with no "partyId" to > identify the account > for the purpose of creating a new account > • Account and Contact Hierarchy View/Browse > • Account Home (Summary) > • This page will include summary information for the account including basic > account > fields, contact mechanisms (addresses, phone numbers, etc) activities, > opportunities, > contacts, cases, partners, contracts, account teams, and notes. > • Create/Edit Account > • If a "partyId" parameter is passed in this page will act as an Edit Account > page, if > not it will act as a Create Account page (both being very similar) -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online.