In case a user modifies a certain field, currently there is no action log managed. We would like to add that as a comment in the timeline visible below.
Tasks:
Identify dirty fields before saving.
Hook on On Save method to save dirty fields as readable info in comments.
Testing.
TAT: ~1.5 hrs
For the All Leads section, please divide it into 3 parts as shown in the wireframe.
Tasks:
Create desk page with 3 grids.
Create 3 Filtered data query views, with links to Edit Lead form and default list views.
Testing.
TAT: ~4.0 hrs
Visibility of leads in new form will be managed by Role Permissions. Role Permissions may be updated if required.
As discussed over email with Rishab on Feb 3, 17
In case a user modifies a certain field, currently there is no action log managed. We would like to add that as a comment in the timeline visible below. Tasks:
TAT: ~1.5 hrs
For the All Leads section, please divide it into 3 parts as shown in the wireframe.
Tasks:
TAT: ~4.0 hrs