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Posted to dev@ofbiz.apache.org by "Mridul Pathak (JIRA)" <ji...@apache.org> on 2008/05/14 08:07:55 UTC
[jira] Created: (OFBIZ-1792) Convert Lead to Contact/Accont
Convert Lead to Contact/Accont
------------------------------
Key: OFBIZ-1792
URL: https://issues.apache.org/jira/browse/OFBIZ-1792
Project: OFBiz
Issue Type: Sub-task
Components: marketing
Affects Versions: SVN trunk
Reporter: Mridul Pathak
Fix For: SVN trunk
Add the functionality to convert a lead person to a contact. Also add the ability for the user to opt for converting the associated group to an Account. To convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT. If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.
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[jira] Assigned: (OFBIZ-1792) Convert Lead to Contact/Accont
Posted by "Vikas Mayur (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Vikas Mayur reassigned OFBIZ-1792:
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Assignee: Vikas Mayur
> Convert Lead to Contact/Accont
> ------------------------------
>
> Key: OFBIZ-1792
> URL: https://issues.apache.org/jira/browse/OFBIZ-1792
> Project: OFBiz
> Issue Type: Sub-task
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Mridul Pathak
> Assignee: Vikas Mayur
> Fix For: SVN trunk
>
> Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact. Also add the ability for the user to opt for converting the associated group to an Account. To convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT. If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.
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[jira] Updated: (OFBIZ-1792) Convert Lead to Contact/Accont
Posted by "Jyotsna Rathore (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Jyotsna Rathore updated OFBIZ-1792:
-----------------------------------
Attachment: SfaConvertLead.patch
Implemented Convert Lead to Account/Contact functionality.
> Convert Lead to Contact/Accont
> ------------------------------
>
> Key: OFBIZ-1792
> URL: https://issues.apache.org/jira/browse/OFBIZ-1792
> Project: OFBiz
> Issue Type: Sub-task
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Mridul Pathak
> Fix For: SVN trunk
>
> Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact. Also add the ability for the user to opt for converting the associated group to an Account. To convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT. If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.
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[jira] Commented: (OFBIZ-1792) Convert Lead to Contact/Accont
Posted by "Anil K Patel (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12596638#action_12596638 ]
Anil K Patel commented on OFBIZ-1792:
-------------------------------------
Do we really need this issue. This convert to lead is defined in the requirement of 1643 itself.
> Convert Lead to Contact/Accont
> ------------------------------
>
> Key: OFBIZ-1792
> URL: https://issues.apache.org/jira/browse/OFBIZ-1792
> Project: OFBiz
> Issue Type: Sub-task
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Mridul Pathak
> Fix For: SVN trunk
>
>
> Add the functionality to convert a lead person to a contact. Also add the ability for the user to opt for converting the associated group to an Account. To convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT. If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.
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[jira] Commented: (OFBIZ-1792) Convert Lead to Contact/Accont
Posted by "Vikas Mayur (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12597086#action_12597086 ]
Vikas Mayur commented on OFBIZ-1792:
------------------------------------
Thanks Jyotsna,
Your patch is in trunk rev. r656583
- Vikas
> Convert Lead to Contact/Accont
> ------------------------------
>
> Key: OFBIZ-1792
> URL: https://issues.apache.org/jira/browse/OFBIZ-1792
> Project: OFBiz
> Issue Type: Sub-task
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Mridul Pathak
> Assignee: Vikas Mayur
> Fix For: SVN trunk
>
> Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact. Also add the ability for the user to opt for converting the associated group to an Account. To convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT. If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.
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[jira] Closed: (OFBIZ-1792) Convert Lead to Contact/Accont
Posted by "Vikas Mayur (JIRA)" <ji...@apache.org>.
[ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]
Vikas Mayur closed OFBIZ-1792.
------------------------------
Resolution: Fixed
All remaining issues can be added as a sub-task under https://issues.apache.org/jira/browse/OFBIZ-2363
> Convert Lead to Contact/Accont
> ------------------------------
>
> Key: OFBIZ-1792
> URL: https://issues.apache.org/jira/browse/OFBIZ-1792
> Project: OFBiz
> Issue Type: Sub-task
> Components: marketing
> Affects Versions: SVN trunk
> Reporter: Mridul Pathak
> Assignee: Vikas Mayur
> Fix For: SVN trunk
>
> Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact. Also add the ability for the user to opt for converting the associated group to an Account. To convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT. If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.
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