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https://issues.apache.org/jira/browse/OFBIZ-1641?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12593174#action_12593174
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Anil K Patel commented on OFBIZ-1641:
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Hans,
Mridul and Jyotsna have worked on other jira issues of SFA. In the process they
have suggestions for few cleanups in the code that you committed few days ago
in rev#651500. Is it ok if they post the patch here and I commit it? Santosh
Malviya has that patch ready.
Regards
Anil Patel
> 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_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)
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