v1.3: Incorporating Lead fields and related items into package

[lauraetzler]

Request that these Lead fields, record types, etc. be incorporated into the package.

Lead Fields:

• Relationship to Sailor- picklist (spouse,` partner, parent, other family, friend, other)
• Request Additional Information- checkbox
• Request Additional Information Date- Date/time
• Sailor's Command or Ship Email- Email
• Sailor's Full Name- Text (50)
• Status- Picklist- values below
  1. New
  2. New by Sailor
  3. Working, Contacted
  4. Other Commands
  5. Requires Family Follow-up
  6. Sailor Confirmation
  7. Prospective Families
  8. Closed- Converted
  9. Closed- Not Converted

****In Object Manager > Lead > Fields & Relationships > Map fields > Contacts tab- Map Lead "Relationship to Sailor" to Contact "Relationship to Sailor"

Lead Record Type-

Family Member- Select when referring to a Household or family member

Lead Process- Default "New"

New by Sailor New Other Commands Prospective Families Working- Contacted Requires Family Follow-up Sailor Confirmation Closed- Converted Closed- Not Converted

[mkolodner]

@lauraetzler - Just realized that if the Relationship to Sailor field is on Lead and most (if not all) contacts come in via the Lead process, that will standardize the Relationship to Sailor text field on Contact. So maybe all is not lost on Issue #134

[lauraetzler]

That's an excellent point!

[lauraetzler]

@jgacuya Heya! Can you make sure to pull the changes you made in Metecho? There should be an option/button to "retrieve changes" from your org. :)

[jgacuya]

Just did it. :)