Screens to manage Accounts in SFA webapp
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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)
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