OFBiz
  1. OFBiz
  2. OFBIZ-1643

Screens to manage Leads in SFA webapp

    Details

    • Type: New Feature New Feature
    • Status: Closed
    • Priority: Minor Minor
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: SVN trunk
    • Component/s: marketing
    • Labels:
      None

      Description

      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)

      1. importLead.patch
        11 kB
        Jyotsna Rathore
      2. SfaMergeLeads.patch
        24 kB
        Jyotsna Rathore
      3. SfaCloneLead.patch
        26 kB
        Jyotsna Rathore
      4. SfaCloneLead.patch
        24 kB
        Jyotsna Rathore
      5. Sfa_Lead_12-05-08.patch
        4 kB
        Jyotsna Rathore
      6. Sfa_Lead_26-04-08.patch
        44 kB
        Mridul Pathak
      7. SfaLead.patch
        46 kB
        Parimal Gain
      8. SfaLead.patch
        18 kB
        Parimal Gain

        Issue Links

          Activity

          Hide
          Vikas Mayur added a comment -

          All remaining issues can be added as a sub-task under https://issues.apache.org/jira/browse/OFBIZ-2363

          Show
          Vikas Mayur added a comment - All remaining issues can be added as a sub-task under https://issues.apache.org/jira/browse/OFBIZ-2363
          Hide
          Vikas Mayur added a comment -

          Thanks Jyotsna and others,

          Patch (importLead.patch) is in trunk rev. 659489.

          • Vikas
          Show
          Vikas Mayur added a comment - Thanks Jyotsna and others, Patch (importLead.patch) is in trunk rev. 659489. Vikas
          Hide
          Jyotsna Rathore added a comment -

          Uploaded patch (importLead.patch) for implementation of import Lead from vCard.

          Show
          Jyotsna Rathore added a comment - Uploaded patch (importLead.patch) for implementation of import Lead from vCard.
          Hide
          Vikas Mayur added a comment -

          Thanks Jyotsna,

          Your patch for Merge Lead functionality is in trunk rev. 658118

          • Vikas
          Show
          Vikas Mayur added a comment - Thanks Jyotsna, Your patch for Merge Lead functionality is in trunk rev. 658118 Vikas
          Hide
          Jyotsna Rathore added a comment -

          This patch contains implementation of Merge Lead for SFA Lead.
          Also created data for lead statuses and modified create lead service and convert lead service accordingly.

          Mridul thanks for your help.

          Show
          Jyotsna Rathore added a comment - This patch contains implementation of Merge Lead for SFA Lead. Also created data for lead statuses and modified create lead service and convert lead service accordingly. Mridul thanks for your help.
          Hide
          Vikas Mayur added a comment -

          Thanks Jyotsna,

          Your patch for Clone Lead Functionality is in trunk rev. 657104

          • Vikas
          Show
          Vikas Mayur added a comment - Thanks Jyotsna, Your patch for Clone Lead Functionality is in trunk rev. 657104 Vikas
          Hide
          Jyotsna Rathore added a comment -

          This patch is for Clone Lead functionality for SFA Lead.
          It also includes some bug fixes.

          Show
          Jyotsna Rathore added a comment - This patch is for Clone Lead functionality for SFA Lead. It also includes some bug fixes.
          Hide
          Vikas Mayur added a comment -

          Thanks Jyotsna,

          Your patch is in trunk rev.655499

          -
          Vikas

          Show
          Vikas Mayur added a comment - Thanks Jyotsna, Your patch is in trunk rev.655499 - Vikas
          Hide
          Jyotsna Rathore added a comment -

          modified implementation of createLead service.

          Show
          Jyotsna Rathore added a comment - modified implementation of createLead service.
          Hide
          Anil K Patel added a comment -

          Hans,
          Thanks. We'll get to them asap.

          Show
          Anil K Patel added a comment - Hans, Thanks. We'll get to them asap.
          Hide
          Hans Bakker added a comment -

          can you please have a look at the implementation list?

          many thngs are not yet implemented like the conversion to contact/account copy/clone etc etc

          Show
          Hans Bakker added a comment - can you please have a look at the implementation list? many thngs are not yet implemented like the conversion to contact/account copy/clone etc etc
          Hide
          Anil K Patel added a comment -

          Thanks Mridul Pathak and others who helped. Patch is in rev 651848.

          Show
          Anil K Patel added a comment - Thanks Mridul Pathak and others who helped. Patch is in rev 651848.
          Hide
          Mridul Pathak added a comment -

          Here is the patch for this issue. This patch also contains general simple methods to create Person/PartyGroup, Role and ContactMechs in partymgr. These simple methods will be used by Lead, Accounts and Contact in SFA.
          Thanks to Jyotsna, Ratnesh and Brajesh for their help and efforts.

          Show
          Mridul Pathak added a comment - Here is the patch for this issue. This patch also contains general simple methods to create Person/PartyGroup, Role and ContactMechs in partymgr. These simple methods will be used by Lead, Accounts and Contact in SFA. Thanks to Jyotsna, Ratnesh and Brajesh for their help and efforts.
          Hide
          Mridul Pathak added a comment -

          Should we add a new dataResourceTypeId = "LEAD_SOURCE" for creating PartyDataResource records for Lead Source?

          Show
          Mridul Pathak added a comment - Should we add a new dataResourceTypeId = "LEAD_SOURCE" for creating PartyDataResource records for Lead Source?
          Hide
          Mridul Pathak added a comment -

          I am working on this issue. Will post a patch in not more than two days.

          Show
          Mridul Pathak added a comment - I am working on this issue. Will post a patch in not more than two days.
          Hide
          Mridul Pathak added a comment -

          From the description given here what I understand is:
          A lead can either be a Person or Party Group. That means we can either create a Lead Person or a Lead Group. And associate any Lead Person to a Lead group.
          So should we have create two different forms to create Lead Person and Lead Group?

          Show
          Mridul Pathak added a comment - From the description given here what I understand is: A lead can either be a Person or Party Group. That means we can either create a Lead Person or a Lead Group. And associate any Lead Person to a Lead group. So should we have create two different forms to create Lead Person and Lead Group?
          Hide
          Jacques Le Roux added a comment -

          For any new contribuitors, please be sure to read http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Contributors+Best+Practices

          Thanks

          Show
          Jacques Le Roux added a comment - For any new contribuitors, please be sure to read http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Contributors+Best+Practices Thanks
          Hide
          Anil K Patel added a comment -

          Parimal, Please use camelCase for variable naming.

          Show
          Anil K Patel added a comment - Parimal, Please use camelCase for variable naming.
          Hide
          Parimal Gain added a comment -

          The attached patch contains the code for create and find lead but the problem occured during find by firstName and lastName on findLead and couldn't save fields that are unreachable for me like-
          status
          refferedBy
          team
          assignTo
          accountName
          on createLead

          suggest me how i can find by firstName and lastName
          and where i can save the fields

          Show
          Parimal Gain added a comment - The attached patch contains the code for create and find lead but the problem occured during find by firstName and lastName on findLead and couldn't save fields that are unreachable for me like- status refferedBy team assignTo accountName on createLead suggest me how i can find by firstName and lastName and where i can save the fields
          Hide
          Sumit Pandit added a comment -

          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.

          Show
          Sumit Pandit added a comment - 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.
          Hide
          David E. Jones added a comment -

          Yes, that makes sense. A lead party could be associated using the MarketingCampaignRole using the lead RoleType to model this.

          If the requirements around associating leads to campaigns become too much more complex at some point we might want to move those to a new entity. For now though I can't think of any such complexities, so the generic M-C-Role entity mentioned above should do the trick just fine.

          Show
          David E. Jones added a comment - Yes, that makes sense. A lead party could be associated using the MarketingCampaignRole using the lead RoleType to model this. If the requirements around associating leads to campaigns become too much more complex at some point we might want to move those to a new entity. For now though I can't think of any such complexities, so the generic M-C-Role entity mentioned above should do the trick just fine.
          Hide
          Anil K Patel added a comment - - edited

          From what I understand, Some times, Lead we get is from a MarketingCampaign we had. So I thought it will be good to relate Lead with MarketingCampaign, may be its another way to analyze success of Campaign.

          Show
          Anil K Patel added a comment - - edited From what I understand, Some times, Lead we get is from a MarketingCampaign we had. So I thought it will be good to relate Lead with MarketingCampaign, may be its another way to analyze success of Campaign.
          Hide
          David E. Jones added a comment -

          For the Party (Lead) and MarketingCampaign: what is the usage scenario/story for this? In other words, what would the association be used for? The catch-all entity for this is the "MarketingCampaignRole" entity, and then it's just a matter of using the appropriate RoleType to describe the relationship.

          Show
          David E. Jones added a comment - For the Party (Lead) and MarketingCampaign: what is the usage scenario/story for this? In other words, what would the association be used for? The catch-all entity for this is the "MarketingCampaignRole" entity, and then it's just a matter of using the appropriate RoleType to describe the relationship.
          Hide
          Anil K Patel added a comment -

          Which entity is used to link Party (Lead) with Marketing Campaign?

          Show
          Anil K Patel added a comment - Which entity is used to link Party (Lead) with Marketing Campaign?
          Hide
          Anil K Patel added a comment -

          PartyDataSource table links Party (Lead) to the DataSource (Lead Source).

          Show
          Anil K Patel added a comment - PartyDataSource table links Party (Lead) to the DataSource (Lead Source).

            People

            • Assignee:
              Anil K Patel
              Reporter:
              Anil K Patel
            • Votes:
              0 Vote for this issue
              Watchers:
              0 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:

                Development