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mntechnique / awfis_erpnext

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Updates to Lead Doctype #5

Closed gaurav-naik closed 7 years ago

gaurav-naik commented 7 years ago

@vickybiswas @anandamitabh

Outlining requirement w.r.t design document shared by Amitabh: https://docs.google.com/spreadsheets/d/1HsTJBlVOMoa2Bk_ro1tF-HXAJ4fka20feBUqTCMAFd8/edit#gid=926839468

Tasks:

  1. Add additional options in Channels field.
  2. Add records under Source along with options.
  3. Add new custom field Lead Sub Source with options.
  4. Script to filter Channels, Source, Sub-source, as per new design document.

TAT: 2.00 - 2.25 hours. (Coding, data entry + testing)

AnandAmitabh commented 7 years ago

Lead Channel - Call Centre Add new option under Source - Returning Customer

gaurav-naik commented 7 years ago

https://github.com/mntechnique/awfis_erpnext/releases/tag/v1.7.1

gaurav-naik commented 7 years ago

Updated sources for existing channels and new Inbound channel:

Channel: Call Center

Channel: Inbound

Channel: Sales Team

AnandAmitabh commented 7 years ago

For leads coming through landing pages, Source is correctly reflecting SEM; but Lead Channel is still showing Sales Team. SEM needs to be mapped to Lead Channel - Inbound. Please implement.

gaurav-naik commented 7 years ago

Fixed: https://github.com/mntechnique/awfis_erpnext/commit/d75b5eec1943ea32c4eddf339891d930af494697

AnandAmitabh commented 7 years ago

Don't think the change is still implemented. PFA screenshot of test query I created about 5 mins ago.

Please fix at the earliest, leads coming from the SEM channel are being mapped incorrectly.

Amitabh Anand

Manager, Corporate Strategy

Awfis Space Solution Pvt Ltd

Cell : +91-813 052 2936

A-16, 1st Floor, Aruna Asaf Ali Marg,

Qutub Institutional Area, New Delhi - 110016

www.awfis.com

Mumbai: Churchgate, Lower Parel, Andheri (W), Powai, Andheri (E), Vashi NCR: VasantKunj, South Ex, Connaught Place, Golf Course Road, Sector 44 Gurgaon Bengaluru: IndiraNagar, Koramangala, MG Road, ORR, Hosur Road Hyderabad: Banjara Hills

Awfis Suites (1 to 4 pax Cabin) at Formule 1 Hotels at Gurgaon, Noida, Pune, Hyderabad, Ahmedabad

Booking meeting rooms is as easy as booking a movie ticket !

Choose from a large network of meeting rooms of leading hotels and Awfis Pro-Working centre

On Mon, Feb 13, 2017 at 11:22 AM, gaurav-naik notifications@github.com wrote:

Closed #5 https://github.com/mntechnique/awfis_erpnext/issues/5.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/mntechnique/awfis_erpnext/issues/5#event-959053526, or mute the thread https://github.com/notifications/unsubscribe-auth/AWUDSo3OKmzauupbrhbHaqRc1Aihyqf6ks5rb--UgaJpZM4LsJhC .

gaurav-naik commented 7 years ago

Checking now. On Feb 13, 2017 11:38 AM, "AnandAmitabh" notifications@github.com wrote:

Don't think the change is still implemented. PFA screenshot of test query I created about 5 mins ago.

Please fix at the earliest, leads coming from the SEM channel are being mapped incorrectly.

Amitabh Anand

Manager, Corporate Strategy

Awfis Space Solution Pvt Ltd

Cell : +91-813 052 2936

A-16, 1st Floor, Aruna Asaf Ali Marg,

Qutub Institutional Area, New Delhi - 110016

www.awfis.com

Mumbai: Churchgate, Lower Parel, Andheri (W), Powai, Andheri (E), Vashi NCR: VasantKunj, South Ex, Connaught Place, Golf Course Road, Sector 44 Gurgaon Bengaluru: IndiraNagar, Koramangala, MG Road, ORR, Hosur Road Hyderabad: Banjara Hills

Awfis Suites (1 to 4 pax Cabin) at Formule 1 Hotels at Gurgaon, Noida, Pune, Hyderabad, Ahmedabad

Booking meeting rooms is as easy as booking a movie ticket !

Choose from a large network of meeting rooms of leading hotels and Awfis Pro-Working centre

On Mon, Feb 13, 2017 at 11:22 AM, gaurav-naik notifications@github.com wrote:

Closed #5 https://github.com/mntechnique/awfis_erpnext/issues/5.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/mntechnique/awfis_erpnext/issues/5#event-959053526, or mute the thread https://github.com/notifications/unsubscribe-auth/ AWUDSo3OKmzauupbrhbHaqRc1Aihyqf6ks5rb--UgaJpZM4LsJhC .

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gaurav-naik commented 7 years ago

Hi Amitabh,

The SEM lead channel issue has been fixed. Can you please confirm?

On Mon, Feb 13, 2017 at 11:41 AM, Gaurav Naik gauravnaik6288@gmail.com wrote:

Checking now. On Feb 13, 2017 11:38 AM, "AnandAmitabh" notifications@github.com wrote:

Don't think the change is still implemented. PFA screenshot of test query I created about 5 mins ago.

Please fix at the earliest, leads coming from the SEM channel are being mapped incorrectly.

Amitabh Anand

Manager, Corporate Strategy

Awfis Space Solution Pvt Ltd

Cell : +91-813 052 2936

A-16, 1st Floor, Aruna Asaf Ali Marg,

Qutub Institutional Area, New Delhi - 110016

www.awfis.com

Mumbai: Churchgate, Lower Parel, Andheri (W), Powai, Andheri (E), Vashi NCR: VasantKunj, South Ex, Connaught Place, Golf Course Road, Sector 44 Gurgaon Bengaluru: IndiraNagar, Koramangala, MG Road, ORR, Hosur Road Hyderabad: Banjara Hills

Awfis Suites (1 to 4 pax Cabin) at Formule 1 Hotels at Gurgaon, Noida, Pune, Hyderabad, Ahmedabad

Booking meeting rooms is as easy as booking a movie ticket !

Choose from a large network of meeting rooms of leading hotels and Awfis Pro-Working centre

On Mon, Feb 13, 2017 at 11:22 AM, gaurav-naik notifications@github.com wrote:

Closed #5 https://github.com/mntechnique/awfis_erpnext/issues/5.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <https://github.com/mntechnique/awfis_erpnext/issues/5#event-959053526 , or mute the thread https://github.com/notifications/unsubscribe-auth/AWUDSo3OK mzauupbrhbHaqRc1Aihyqf6ks5rb--UgaJpZM4LsJhC .

— You are receiving this because you modified the open/close state. Reply to this email directly, view it on GitHub https://github.com/mntechnique/awfis_erpnext/issues/5#issuecomment-279301917, or mute the thread https://github.com/notifications/unsubscribe-auth/AQ-INFbwsoPRtPZe-S6rK7INNCsiVbKfks5rb_M_gaJpZM4LsJhC .

AnandAmitabh commented 7 years ago

Working fine. Thanks.

Amitabh Anand

Manager, Corporate Strategy

Awfis Space Solution Pvt Ltd

Cell : +91-813 052 2936

A-16, 1st Floor, Aruna Asaf Ali Marg,

Qutub Institutional Area, New Delhi - 110016

www.awfis.com

Mumbai: Churchgate, Lower Parel, Andheri (W), Powai, Andheri (E), Vashi NCR: VasantKunj, South Ex, Connaught Place, Golf Course Road, Sector 44 Gurgaon Bengaluru: IndiraNagar, Koramangala, MG Road, ORR, Hosur Road Hyderabad: Banjara Hills

Awfis Suites (1 to 4 pax Cabin) at Formule 1 Hotels at Gurgaon, Noida, Pune, Hyderabad, Ahmedabad

Booking meeting rooms is as easy as booking a movie ticket !

Choose from a large network of meeting rooms of leading hotels and Awfis Pro-Working centre

On Tue, Feb 14, 2017 at 11:06 AM, gaurav-naik notifications@github.com wrote:

Reopened #5 https://github.com/mntechnique/awfis_erpnext/issues/5.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/mntechnique/awfis_erpnext/issues/5#event-960819021, or mute the thread https://github.com/notifications/unsubscribe-auth/AWUDSrb1TxkLK_U9PBO6E6o5on8zJbEEks5rcT1jgaJpZM4LsJhC .

AnandAmitabh commented 7 years ago

Fixes required:

  1. Bangalore now has 2 Area Sales Manager (ERP role - Sales Manager). All new leads being entered into the system are being assigned to both; we want assignment to happen only to Abhishek Sharma; the other ASM is Mrinal Kumar
  2. Mobile number field is not accepting ISD numbers; needs to be changed to accommodate the same
gaurav-naik commented 7 years ago

Tasks:

  1. DND List for Lead in Awfis Settings Page

    • A list of users to whom Leads will not get assigned, which System Managers can edit.

  2. Modify Validation for Mobile No field.

ETA: ~1 HR

@vickybiswas