Will be implemented for users that are not call-center agents (i.e. users without the Awfis Ops User role)
If a Lead with that mobile no exists, redirect the user to the form for that Lead. If not, the user will remain on the New Lead form.
Tasks:
On the New Lead form, display a modal dialog a field for Mobile No.
Redirect the user to the found Lead's form if a match is found.
Rearrange fields in Requirements grid. Add field for lead source.
Add a REST endpoint where repeat Leads can be handled for landing pages.
(The default endpoint simply creates a new lead in the system. It does not check if the Lead already exists. Returning leads will get recorded even if the lead inputs the same mobile number as the first time.)
Will be implemented for users that are not call-center agents (i.e. users without the Awfis Ops User role) If a Lead with that mobile no exists, redirect the user to the form for that Lead. If not, the user will remain on the New Lead form.
Tasks:
Add a REST endpoint where repeat Leads can be handled for landing pages. (The default endpoint simply creates a new lead in the system. It does not check if the Lead already exists. Returning leads will get recorded even if the lead inputs the same mobile number as the first time.)TAT: ~2.25 hrs
@vickybiswas