[
https://issues.apache.org/jira/browse/OFBIZ-1643?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
]
Marco Risaliti updated OFBIZ-1643:
----------------------------------
Component/s: marketing
> Screens to manage Leads in SFA webapp
> -------------------------------------
>
> Key: OFBIZ-1643
> URL: https://issues.apache.org/jira/browse/OFBIZ-1643
> Project: OFBiz
> Issue Type: New Feature
> Components: marketing
> Reporter: Anil K Patel
> Assignee: Anil K Patel
> Priority: Minor
> Attachments: importLead.patch, Sfa_Lead_12-05-08.patch,
> Sfa_Lead_26-04-08.patch, SfaCloneLead.patch, SfaCloneLead.patch,
> SfaLead.patch, SfaLead.patch, SfaMergeLeads.patch
>
>
> Lead is both a Person and PartyGroup (related by a PartyRelationship) because
> much of the information in a lead translates directly into Account and
> Contact information and this way the Lead records can either be duplicated,
> or simply modified adding the Account and Contact roles. For the Person and
> Party-Group parties will be in the Lead role.
> The following are screens and details for them related to a lead. These may
> be best as separate screens or as desired certain ones can be combined.
> • Find Lead
> • Accessed from the application/header level "Leads" tab
> • Includes a search fields entry form and a search results display form
> • All search results will be filtered by leads 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 or PERSON and include a PartyRole record for the
> "LEAD" roleTypeId; may also constrain by existing PartyRelationship to join
> the Lead Group to the Lead Person.
> • Includes a link to the Create/Edit Lead page with no "partyId" to identify
> the account for the purpose of creating a new lead; note that for Edit Lead
> the partyId can correspond to either the Group or Person
> • Lead Home (Summary)
> • This page will include summary information for the account including basic
> lead fields plus other related information (to be defined....)
> • Create/Edit Lead
> • If a "partyId" parameter is passed in this page will act as an Edit Lead
> page (the partyId can for the Group or Person), if not it will act as a
> Create Lead page (both being very similar)
> • Contact Mechs (Contact Info)
> • Work Efforts (Activities/Events and Tasks)
> • Opportunities
> • Campaigns
> • Teams (Team)
> • Notes
> • Convert Lead to Account/Contact
> • Merge Leads
> • Clone Lead
> • Import Leads (formats?)
> • Automatic Lead Assignment Rules (constraints?)
> • Capture Leads from Web Site (ecommerce or other public facing)
--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.
