GIVEN a development officer is entering a lead
AND the corporation doesn't exist in the system
THEN the development officer will click on 'Add Corporation'
GIVEN the corporation does not exist in the system
WHEN the dev officer clicks on Add Corporation
THEN the system will take them to a form to enter the corporation data
GIVEN the dev officer enters the corporation data
WHEN they save the record
THEN the system will navigate them back to the lead screen
GIVEN the dev officer is entering a lead
AND the corporation exists in the system
WHEN the dev officer is entering the data
THEN they should select the corporation from a list
GIVEN the dev officer navigates back to the lead screen
THEN the dev officer will fill out the rest of the leads profile data
AND press Save
Creating a corporation as a lead
when you are entering a lead , first name, last name, corporation
if the corporation does not exist in the system the user will enter that corp data at that time
if the corporation does exist they user will select it from a drop down while entering data
when you are entering leads and its a corporation, we will need to present the user with a different screen to enter that corporation data and the corporation will be treated as a lead.
the main difference is that in the first scenario the corporation would not show on your board as a potential lead. the second scenario, the corporation would show up as a potential lead.
Note: think about web crawling for the name as the user is entering data. Find the corporation based on the input from the user. maybe we can accomplish this with an input field and if the entry is in the database we show it otherwise we give a 'search' and it would perform a crawl.
Tasks
[ ] Add a searchable drop-down component on the add new lead profile screen to add or associate a corporation (organization) as a lead to the individual lead profile screen
[ ] Allow editable fields on lead profile screen before saving form data
Organization Name
Email
Phone
Address - hook into google maps
Assignee (Dev Officer)
[ ] Add appropriate validation to form fields before submitting form. If validation fails, then an error message should be displayed based on required fields input data.
[ ] Transition screen from editable to non editable state once the user clicks save and submit button
[ ] Add calls to back-end service to create, read, update lead organization information
Associating a lead to a corporation
GIVEN a development officer is entering a lead AND the corporation doesn't exist in the system THEN the development officer will click on 'Add Corporation'
GIVEN the corporation does not exist in the system WHEN the dev officer clicks on Add Corporation THEN the system will take them to a form to enter the corporation data
GIVEN the dev officer enters the corporation data WHEN they save the record THEN the system will navigate them back to the lead screen
GIVEN the dev officer is entering a lead AND the corporation exists in the system WHEN the dev officer is entering the data THEN they should select the corporation from a list
GIVEN the dev officer navigates back to the lead screen THEN the dev officer will fill out the rest of the leads profile data AND press Save
Creating a corporation as a lead
when you are entering a lead , first name, last name, corporation
when you are entering leads and its a corporation, we will need to present the user with a different screen to enter that corporation data and the corporation will be treated as a lead.
the main difference is that in the first scenario the corporation would not show on your board as a potential lead. the second scenario, the corporation would show up as a potential lead.
Note: think about web crawling for the name as the user is entering data. Find the corporation based on the input from the user. maybe we can accomplish this with an input field and if the entry is in the database we show it otherwise we give a 'search' and it would perform a crawl.
Tasks
Figma
https://www.figma.com/file/yAre7ANwMapev6LV8QquTm/DonorAi?node-id=744%3A381