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https://issues.apache.org/jira/browse/OFBIZ-2373?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Parimal Gain updated OFBIZ-2373:
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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.
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