[OFBIZ-1641] Screens to manage Accounts in SFA webapp

• Type: New Feature
• Status: Closed
• Priority: Minor
• Resolution: Fixed
• Affects Version/s: Trunk
• Fix Version/s: Trunk
• Component/s: marketing
• Assignee: Anil K Patel
• Reporter: Anil K Patel
• Created: 15/Feb/08 01:27
• Updated: 28/Apr/09 10:23
• Resolved: 28/Apr/09 10:23

Description

The following are screens and details for them related to an account. These may be
best as separate screens or as desired certain ones can be combined.
• Find Account
• Accessed from the application/header level "Accounts" tab
• Includes a search fields entry form and a search results display form
• All search results will be filtered by accounts 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
and include a PartyRole record for the "ACCOUNT" roleTypeId
• Includes a link to the Create/Edit Account page with no "partyId" to identify the account
for the purpose of creating a new account
• Account and Contact Hierarchy View/Browse
• Account Home (Summary)
• This page will include summary information for the account including basic account
fields, contact mechanisms (addresses, phone numbers, etc) activities, opportunities,
contacts, cases, partners, contracts, account teams, and notes.
• Create/Edit Account
• If a "partyId" parameter is passed in this page will act as an Edit Account page, if
not it will act as a Create Account page (both being very similar)

Issue Links

• is part of: OFBIZ-1640 Develop Sales Force Automation webapp.