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https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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awdesh parihar updated OFBIZ-1641:
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Attachment: sfa_find_createAccount.patch
Hello all
Please go through this issue and suggest any improvement if needed.
In this we made a Create form and Find form and Perform update operation
related to Account tab.
There is a problem in search criteria that the search can not be made by using
"first name and last name".
We are performing search by the following fields :
1.PartyId
2.First Name
3. Last Name
4. Address1
5. Address2
6.City
7.State Province GeoId
8.Postal Code
9.Info String
10. Country Code
11. Area Code
12. Contact Number
Thanks and Regards
Developed by :
Awdesh Parihar
Ravindra Mandre
Supported by :
Sumit Pandit
Brajesh Patel
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: Hans Bakker
> Priority: Minor
> Fix For: SVN trunk
>
> Attachments: sfa_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)
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