Details

    • Type: Sub-task Sub-task
    • Status: Open
    • Priority: Minor Minor
    • Resolution: Unresolved
    • Affects Version/s: SVN trunk
    • Fix Version/s: SVN trunk
    • Component/s: marketing
    • Labels:
      None

      Description

      Account should be treated as a PartyGroup. This group can be associated with any type of party. Party can be either other Party Group or Person.
      Each account will be in Account role. The Parties (more then one party) can be associated with Party Group through Party Relationship by partyRelationshipTypeId being "Parent_Account".

      Left Navigation Section : There will be following link / section present in left side. There will be two block in the left section similar to catalog.
      1) Shortcuts
      2) Quick Add Account

      Shorcuts block contains following link :

      • Create Account - Exists, modification required.
      • Find Accounts - Exists, Modification required.
      • Clone Account - It will navigate to the Party Group lookup form and from there we should select the existing Account and lets clone it.

      Quick Add Account : This block will be similar to that of the Quick Add form for Lead and Contacts.
      Lets keep only two fields in this block : Group Name (use "Account Name" on GUI), Office Site Name (Use "Website" on GUI).

      Right side will be the content area (body section).

      1) Modification in Create Account :

      a) Add Few more fields.The sequence of the fields will be (R - Required) :
      Fields from Party Group Entity : Group Name(R) (Use "Company Name") , Office Site Name (Use "Website" on GUI), Annual Revenue, Number of Employees, Ticker Symbol.

      b) Modification in General Correspondence address : Remove the field Address Field 2 from the form. Instead of this use Separate Block to have "Other Correspondence Address" block and provide all the fields there. (Similar thing that we do in Ecommerce application for Billing & Shipping Address).

      2) Modification in Find Account Screen :

      a) Search the records that has partyTypeId ="Party_Group" and has roleTypeId="Account"

      b) Remove the Party Id field from the find form.

      c) Rename the Party Group Name to Account Name on GUI.

      d) The search result form will contain one more field titled "Email Address".

      e) For providing easy navigation to the user change Party Id field link to Edit button. Also remove the Party ID label from the top. As we have changed it to Edit link.

      f) Remove the "Type" column from the Search Result area. All the Account name will be in role "Party_Group".

      3) Modification on Summary Section :

      a) Add the screenlet section that will contain the contacts associated with this Party Group (i.e Account). Also Provide small form at the bottom of party list to add the other contacts on the existing list. For this provide one lookup to search contacts (Person in the role of Contact) and then submit button. If we do this through Ajax(Using Prototype Library) then it would be good. The Contacts (more then one contact) can be associated with Party Group through Party Relationship by partyRelationshipTypeId being "Parent_Account".

      b) Remove the Party Attribute block for now. It won't make any sense to me for now.

      c) The list of all the Work Efforts(Activities/ Event & Tasks) associated with the Party Group.Provide option to associate the existing work effort record with the party. Create/Update & Delete form.

      4) After editing any account (Party Group) we come to the Summary screen. Provide another tab adjacent to it by name "Clone Account". Navigate to a form where we could clone this record.

      Rest of the functionality in the Accounts header should be tested properly.

      1. SfaAccountsImprovements.patch
        43 kB
        Chirag Manocha
      2. SFA-Accounts-addSalesForecast.patch
        7 kB
        Pierre Smits
      3. Exerpt CRM requirements - accounts.pdf
        57 kB
        Pierre Smits

        Activity

        Hide
        Aswath Satrasala added a comment -

        I am working on section 1 of the above requirements 'Modification to Create Account' screen.

        Show
        Aswath Satrasala added a comment - I am working on section 1 of the above requirements 'Modification to Create Account' screen.
        Hide
        Chirag Manocha added a comment -

        I am working on this issue and I will be working on whole functionality of this issue.

        Show
        Chirag Manocha added a comment - I am working on this issue and I will be working on whole functionality of this issue.
        Hide
        Chirag Manocha added a comment -

        Implemented the functionality of Accounts.

        Show
        Chirag Manocha added a comment - Implemented the functionality of Accounts.
        Hide
        Pierre Smits added a comment - - edited

        From the profile of an account it should be possible to:

        1) Create an opportunity
        2) create a sales forcast

        An overview of associated sales forecasts (like opportunities) should also be available.

        Likewise it should be possible that the account screen shows associated agreements, contracts, outstanding invoices (optional) and projects.

        From the overviews of opportunities and sales forecasts it should be possible to view/edit and/or delete existing items.

        Show
        Pierre Smits added a comment - - edited From the profile of an account it should be possible to: 1) Create an opportunity 2) create a sales forcast An overview of associated sales forecasts (like opportunities) should also be available. Likewise it should be possible that the account screen shows associated agreements, contracts, outstanding invoices (optional) and projects. From the overviews of opportunities and sales forecasts it should be possible to view/edit and/or delete existing items.
        Hide
        Pierre Smits added a comment -

        Attached document outlines some requirements for the accounts part of CRM.

        It might provide some insights.

        Show
        Pierre Smits added a comment - Attached document outlines some requirements for the accounts part of CRM. It might provide some insights.
        Hide
        Pierre Smits added a comment -

        Attached patch adds an overview of sales forecasts related to the account to the profile screen of the account.

        It also includes a 'create new' function for creating new sales forecasts. The ID of account is brought to the sales forecast screen.

        It also includes a modification of the forecastScreens.xml that ensures that the id of the account is set and that the default internal organization is set to 'Company'.

        It also includes an addition to SFAmenus.xml so that new sales forecasts can be created from the account screen of an account.

        Show
        Pierre Smits added a comment - Attached patch adds an overview of sales forecasts related to the account to the profile screen of the account. It also includes a 'create new' function for creating new sales forecasts. The ID of account is brought to the sales forecast screen. It also includes a modification of the forecastScreens.xml that ensures that the id of the account is set and that the default internal organization is set to 'Company'. It also includes an addition to SFAmenus.xml so that new sales forecasts can be created from the account screen of an account.
        Hide
        Jacques Le Roux added a comment -

        Hi,

        What is the status of this issue please ?

        Show
        Jacques Le Roux added a comment - Hi, What is the status of this issue please ?
        Hide
        Tim Ruppert added a comment -

        Looks like it's unassigned and no one is working on it at this point.

        Show
        Tim Ruppert added a comment - Looks like it's unassigned and no one is working on it at this point.
        Hide
        Pierre Smits added a comment -

        My enhancements just need to be reviewed and commented.

        Regards,

        Pierre

        Show
        Pierre Smits added a comment - My enhancements just need to be reviewed and commented. Regards, Pierre
        Hide
        Jacques Le Roux added a comment -

        Thanks Pierre!

        Show
        Jacques Le Roux added a comment - Thanks Pierre!

          People

          • Assignee:
            Unassigned
            Reporter:
            Ashish Vijaywargiya
          • Votes:
            0 Vote for this issue
            Watchers:
            1 Start watching this issue

            Dates

            • Created:
              Updated:

              Development