Closed heliogabal closed 8 years ago
Hi Rainer,
Code is pushed in "hkcrm" branch. You need to revert hk_crm feature. Work is in progress for this.
Thanks Darshi
Hi Darshi, I reviewed the table, and have some (hopefully) minor suggestions to finish it:
I've seen that you already worked on this, some more things I discovered:
Hi Rainer,
Code is pushed in "hkcrm" branch. You need to revert hk_crm feature.
Thanks Darshi
Hi Darshi, very good. For the contact form image, just don't show an image if empty, like already done with the inquired apartment.
just have to get rid of the profile picture in the inquirer column, and don't show empty image, then I can close this. Still would have to work on the details of the action buttons, but I think it is better to create a new issue for that.
Table of Unclaimed Leads that an Agent can take action on to assign the buyer to himself. That means he is ultimately responsible for this client (client owner), but other agents can still interact with the contact.
An entityreference field has to be created on the crm core contact type to create the connection between contact and the owner / responsible agent of that contact. It should be filled via Entity reference prepopulate with the acting agent.
There is already a View called CRM Anfragen (CRM Core Aktivität) that can be repurposed for that matter. The existing pages would become the Office manager views in the second phase, the unclaimed leads view can be added there.
View needs following fields: Apartment image, Inquiry for, Inquirer, Message, Action, Date.
Actions should open in a lightbox and provide the following (in this order):