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https://issues.apache.org/jira/browse/OFBIZ-2187?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12719568#action_12719568
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Chirag Manocha commented on OFBIZ-2187:
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Pierre,
1) Do you want to associate Account/Contact/Lead/Opportunity with the party in
the role of Account Mgr. that is logged in ?
2) When new Account/Contact/Lead/Opportunity is created then a party
relationship record should be created with Logged in user ?
3) What does a overview screen means ?
4) Also please clarify "And/or swith/search for parties assigned to another
user/employee"
Thanks and Regards
--
Chirag Manocha
> Account mgr should be included in SFA screens/dataset
> -----------------------------------------------------
>
> Key: OFBIZ-2187
> URL: https://issues.apache.org/jira/browse/OFBIZ-2187
> Project: OFBiz
> Issue Type: Improvement
> Components: marketing
> Affects Versions: SVN trunk
> Environment: All
> Reporter: Pierre Smits
> Priority: Critical
>
> Currently there is no association between an Account, Contact, Lead and
> Opportunity and a Party that is in the role of Account Mgr. Including that
> association in the screens in the SFA module would enhance the usability of
> the module.
> By default it should be set to the user that creates the party. It should
> also be possible to re-assign the party to another users (employee)
> In overview screens it should then be possible to show by default the parties
> that are associated with the user. And/or swith/search for parties assigned
> to another user/employee.
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