[jira] Commented: (OFBIZ-2187) Account mgr should be included in SFA screens/dataset

["Pierre Smits (JIRA)" <ji...@apache.org>]

    [ https://issues.apache.org/jira/browse/OFBIZ-2187?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12762554#action_12762554 ] 

Pierre Smits commented on OFBIZ-2187:
-------------------------------------

Chirag,

Thanks for your reply.

As to your comments:
1) Preferably so, as the person logged in is the creator of the account. But, it should also be possible that the user can change the account manager to another person in the role of account manager.

2) See 1)

3) When a user goes to the SFA module it shows a standard welcome screen. For ease of use it should show the accounts and contacts/lead associated with the user so that the user would have to go through clicking multiple screens to see account details an/or add opportunities etdc.

4) My intention with this was that a user should always be able to search for accounts/contacts/leads associated with other persons in the role of account manager. Perhaps this is an open door.....

> 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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