[jira] Commented: (OFBIZ-1643) Screens to manage Leads in SFA webapp

["Sumit Pandit (JIRA)" <ji...@apache.org>]

    [ https://issues.apache.org/jira/browse/OFBIZ-1643?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12576457#action_12576457 ] 

Sumit Pandit commented on OFBIZ-1643:
-------------------------------------

Fields that should include in create / edit lead form : - 
1) Lead Source : Data source 
2) Lead Source Description : 
3) Lead Campaign : *******
4) Status : need to create data for it like :-
    StatusType statusTypeId="LEAD_STTS" description="lead"  
    StatusItem sequenceId="01" statusCode="NEW" statusId="LEAD_NEW" statusTypeId="LEAD_STTS" description="New" 
    StatusItem  sequenceId="02" statusCode="ASSIGNED" statusId="LEAD_ASSIGNED" statusTypeId="LEAD_STTS" description="Assigned"
    StatusItem sequenceId="03" statusCode="IN_PROCESS" statusId="LEAD_IN_PROCESS" statusTypeId="LEAD_STTS" description="In_Process"
    StatusItem sequenceId="04" statusCode="CONVERTED" statusId="LEAD_CONVERTED" statusTypeId="LEAD_STTS"  description="Converted"
    StatusItem sequenceId="05" statusCode="RECYCLED" statusId="LEAD_RECYCLED" statusTypeId="LEAD_STTS"  description="Recycled"
    StatusItem sequenceId="06" statusCode="DEAD" statusId="LEAD_DEAD" statusTypeId="LEAD_STTS"  description="Dead"

5) Status Description
6) Referred By : partyLookup
7) First name
8) Last name
9) Account Name
10) Department
11) Team
12) AssignTo : PartyLookup
13) phone : office            Country Code 	          Area Code 	          Phone Number 	          ext         Allow Solicitation?
14) Phone : Home          Country Code 	              Area Code 	       Phone Number           ext         Allow Solicitation?
15) Phone : Other           Country Code 	        Area Code 	         Phone Number           ext         Allow Solicitation?
16) Fax Number              Country Code 	        Area Code 	         Phone Number           ext         Allow Solicitation?
17) Email Address
18) Address :  Primary 
    Mailing/Shipping Address  	
    Address 1 	Required
    Address 2 	
    City 	Required
    State 	Required
    Zip/Postal Code 	Required
    Country 	Required
    Allow Address Solicitation?
19) Address : other
    Mailing/Shipping Address  	
    Address 1 	Required
    Address 2 	
    City 	Required
    State 	Required
    Zip/Postal Code 	Required
    Country 	Required
    Allow Address Solicitation?
    Steps for create/edit lead : 
20 ) Description Information.

There are all fields according to my view. Parimal has start working on it. Do some one suggest more fields. If yes it will be very help full for us.

Thanks.

> 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
>            Reporter: Anil K Patel
>            Priority: Minor
>
> 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)

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