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 Reporter: Anil K Patel Priority: Minor 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.