Description
In OFBiz a Contact is a Person, which is a type of Party (the other main type being Party Group, which would correspond to an Account). For a more general description of the Party structure see the Accounts section above. Each contact will be in the Contact role. The following are screens and details for them related to a contact.
These may be best as separate screens or as desired certain ones can be combined.
Find Contact
• Accessed from the application/header level "Contacts" tab
• Includes a search fields entry form and a search results display form
• All search results will be filtered by Contacts the current user is associated with (PartyRelationship in relationship of type CONTACT_REL TO logged in user) 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 "CONTACT" roleTypeId.
• Includes a link to the Create/Edit Contact page with no "partyId" to identify the account for the purpose of creating a new Contact; note that for Edit Contact the partyId can correspond to either the Group or Person. After a contact is created, it should be setup in Relationship of type CONTACT_REL with logged in user.
• Contact Home (Summary)
• This page will include summary information for the account including basic Contact
fields plus other related information (to be defined....)
• Will have link to and information about Account associated with contact; since this
is modeled as a PartyRelationship can theoretically have multiple Accounts but the
UI will limit the setup of a single Account per Contact.
• Create/Edit Contact
• If a "partyId" parameter is passed in this page will act as an Edit Contact page (the
partyId can for the Group
Attachments
Attachments
Issue Links
- is depended upon by
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OFBIZ-1649 Create a Contact from vCard
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- Closed
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- Closed
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- is part of
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OFBIZ-1640 Develop Sales Force Automation webapp.
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- Closed
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