[ https://issues.apache.org/jira/browse/OFBIZ-2373?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Parimal Gain updated OFBIZ-2373: -------------------------------- Attachment: SfaLeadImprovements.patch Implemented the functionality of lead. > Improvements in "Lead" Screens > ------------------------------ > > Key: OFBIZ-2373 > URL: https://issues.apache.org/jira/browse/OFBIZ-2373 > Project: OFBiz > Issue Type: Sub-task > Components: marketing > Affects Versions: SVN trunk > Reporter: Ashish Vijaywargiya > Priority: Minor > Fix For: SVN trunk > > Attachments: SfaLeadImprovements.patch > > > Lead should be treated as combination of both Person & PartyGroup. (Related > by PartyRelationship). Lead can be directly converted to Accounts & Contacts. > This can be done either Duplicating the existing record or by adding > "Account" & "Contact" role in the "PartyRole" entity. > Left Navigation Section : There will be following link / section present in > left side.There will be two block in the left section similar to catalog. > 1) Shortcuts > 2) Quick Add Lead > Shorcuts block contains following link : > - Create Lead - Exists, modification required. > - Create Lead from vCard - Exists. > - Find Lead - Exists, Modification required. > Quick Add Lead block will be used as it is. > Right side will be the content area (body section). > Implementation Details : > 1) Modification in Create Lead : > a) Add Few more fields.The sequence of the fields will be (R - Required) : > Fields from Person Entity : First Name (R), Last Name (R), Gender, Birth > Date, Social Security Number, Occupation. > Fields from Party Group Entity : Group Name(R) (Use "Company Name") , Office > Site Name (Use "Website" on GUI), Annual Revenue, Number of Employees, Ticker > Symbol. > Remove the fields from Existing form : Suffix, Title. > Lets do one more thing here. Provide Check Box titled "Existing Company Name" > (Default Unchecked) and provide all the fields from the Party Group as it is. > And if user select that check box then use the existing Party Group record. > Provide the Party Group lookup to search the existing group. > b) Modify the Lead Source Field : > Create few records in Data Source Entity by type "LEAD_SOURCE" (or something > similar) and use them here in combo box instead of existing text field. The > IDs for the record can be Cold Call, Existing Customer, Self Generated, > Employee, Partner, Public Relations, Direct Mail, Conference, Trade Show, Web > Site, Word of Mouth, Email, Campaign, Other etc. Handling of this field in > Service Implementation should be improved accordingly. > c) Modification in General Correspondence address : Remove the field Address > Field 2 from the form. Instead of this use Separate Block to have "Other > Correspondence Address" block and provide all the fields there. (Similar > thing that we do in Ecommerce application for Billing & Shipping Address). > d) Inside "Quick Add Lead" block make the "Group Name" field as the required > one. > 2) Modification in Find Lead Screen : > a) For now search is happening on the basis of partyTypeId = "PERSON". But we > should improve this search. In the modified version the search will be based > on either partyTypeId="PARTY_GROUP" or partyTypeId ="PERSON". And all the > records will be returned that will have roleTypeId = "LEAD" (Applies on Party > record when we create lead) or "ACCOUNT_LEAD" (Applies on Party_Group record > when we create lead).We can also provide constraint to check > PartyRelationShip record to join "ACCOUNT_LEAD" (Party_Group) with "LEAD" and > then return the result accordingly. > b) The search result form will contain one more field titled "Email Address" > 3) Modification on Summary Section : > a) If you are looking record of partyTypeId ="Person" then associated > Party_Group will be shown with that. > b) But if you are looking record for partyTypeId ="Party_Group" then > associated party record will be shown below in tabular form and we should > provide option to update each record. > c) The list of all the Work Efforts(Activities/ Event & Tasks) associated > with the Party.Provide option to associate the existing work effort record > with the party. Create/Update & Delete form. > 4) Merge Leads functionality is broken. Please check it and fix it. > Rest of the functionality should be tested. -- This message is automatically generated by JIRA. - You can reply to this email to add a comment to the issue online.