Closed heliogabal closed 7 years ago
we also need to remove Anfrage and Kontaktformular from create activity on CRM pages.
Live Search Results seems to have a regression: Only Name is shown, phone number and email address have gone again.
~~Styling of Search Criteria is off: http://dl.dropbox.com/u/141872/Auswahl_018.png~~
I had to redo all permissions, recreate the search index, all facets, all block settings for search criteria. Can't this be saved in features? When I avtivate hk_crm feature, I get a note about missing permissions that are not set anywhere.
Activities
Agent Calendar
Order of contact create fields:
Right now, there are two company fields, the text field can be deleted.
Company and Connection fields don't work as expected. Is it impossible to use references dialog with these fields? Ideally, it should be possible to select/search an existing company/connection or create a new one directly in the form, like it is with object and apartment.
Please also tag all the views you created with addweb so it will be easier to find and decide which views are not needed any longer.
~~Some strings still have forbidden markup around to provide styling, so I can't translate them or they are not styled correctly. Example:
<h2 class="block-title">To-do Task</h2>
~~
~~My Contacts view on agent central minor flaw that should be fixed last... when I have several contacts in the table, I only get the content of the last activity on the last one, the previous one only misplaces the row underneath.~~
One thing I found that is going to irritate the client immensely: on agent central, the destination on activity lightboxes is set to /search, so the agent goes back to the Dashboard instead of staying at agent central. I realize that it's now set in the views footer, so there can't be any logic involved, only tokens, but it would be very important to find a solution here.
--- This is fixed and pushed on git
~~The Add Individual double lightbox issue is still not fixed: http://dl.dropbox.com/u/141872/Auswahl_020.png~~
It happens when I'm on the Dashboard and click on create prospective buyer. Is it possile the lightbox gets loaded once by javascript and once by php? This should be tackled first thing in the morning, and I would need a patch or some instruction how to fix that without another pull, as I can't risk to lose my translations or block positions or anything by doing a new pull before the demo.
--- this is fixed and pushed on git.
My Contacts view on agent central
- I can't translate the last contact time like yesterday or Before. It seems to be very custom, I can't find this in the view...
- the table should be sorted after the last contact time (newest contact on top)
- it says "-0 days Before" instead of today
--- this has been fixed and pushed on git. You need to add translations and add them in hk_translate feature please.
I'll add to this list all the still missing parts and pieces I encounter to make the CRM functional.
Font should be a consistent sans-serif throughout the CRMLightbox doesn't close on click on X, only when the overlay is clicked. If possible, make lightbox not fixed size, but expand bigger when there is more content.Get rid of fields in CRM individual contact: field_crm_bemerkungen, filed_crm_ansprechpartner (if it is replaced by responsible agent field)meeting and task icons in unclaimed leads table and my contacts table are missing