Shiloh/brotherton-erpnext
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610 Commits

Author SHA1 Message Date
Kenneth Sequeira
c5966d3d70
fix: make contract template editable (#23891) 2020-11-15 09:44:36 +05:30
Anupam
7db38058f3 fix: displayings mandatory address field in Lead form 2020-10-13 17:33:58 +05:30
Anupam
3245eaaeb0 fix: displayings mandatory address field in Lead form 2020-10-13 15:35:10 +05:30
Anupam
77cf53201a feat: open lead status on next contact date 2020-09-28 18:38:41 +05:30
rohitwaghchaure
7b2f141d0d
Merge pull request #23441 from anupamvs/lead-contact-detail 
fix: flushing contact details, generates assignment rule issues
 2020-09-28 13:30:09 +05:30
Anupam
519a00ce44 fix: flushing contact details, generating assignment rule issues 2020-09-28 13:10:06 +05:30
Rucha Mahabal
46d4180381
refactor: Issue form cleaned up and renamed Minutes to First Response field (#23066) 
* refactor: re-order fields in Issue DocType

* refactor: rename Mins to First Response to First Response Time

* refactor: First Response Time Reports for Issue and Opportunity

* fix: added patch for renamed fields and setting durations

* chore: update CRM and Support Desk Pages for Response Time reports

* fix: first response time for opportunity report

* fix: patch

Co-authored-by: Suraj Shetty <13928957+surajshetty3416@users.noreply.github.com>
 2020-09-23 16:53:16 +05:30
Rucha Mahabal
979ad180fa fix: update rfq item in postprocess 2020-09-03 11:03:22 +05:30
Rucha Mahabal
a1b5d57076 test: make rfq from opportunity 2020-09-02 13:14:01 +05:30
Rucha Mahabal
d2881ba4dd fix: set conversion factor while creating RFQ from Opportunity 2020-09-02 11:52:59 +05:30
Michelle Alva
7a927cefbd
fix: Social Media Status hidden in Mobie View (#23158) 2020-08-26 10:32:26 +05:30
Marica
3e966d6889
Merge branch 'develop' into crm-reports 2020-08-24 19:42:18 +05:30
Anupam K
64e84643fb lost opportunity 2020-08-24 18:01:28 +05:30
Marica
c23797e350
fix: Create Opportunity without Default Company from Email (#23097) 
* fix: Create Opoortunity without Default Company from Email

* fix: Add Prompt to Select Company

* Update communication.js

Co-authored-by: Nabin Hait <nabinhait@gmail.com>
 2020-08-20 19:12:12 +05:30
Anupam Kumar
e447c79f9d
fix: Quotation lost reason options fix (#22814) 
* adding patch and lost reason child tables

* fix: conflict resolved
 2020-08-13 09:20:36 +05:30
Abhishek Balam
d0ae92d4bd fix: moved company field, renamed to 'More Information' 2020-08-11 17:39:17 +05:30
Abhishek Balam
9f6d114265 fix: Change Source section name to 'Company Information' 2020-08-11 16:16:05 +05:30
Abhishek Balam
ef3b82dae2
fix(CRM): Move Source section above Follow Up section In Opportunity (#22974) 
* fix: move source section above follow up

* fix: only moving source field to 1st section
 2020-08-11 16:05:02 +05:30
Abhishek Balam
c992616d35 fix: change opportunity to 'Converted' when items not selected in opportunity itself for making quotation and sales order 2020-08-11 15:22:54 +05:30
marination
a07973cfa5 fix: Creating opportunity from email 2020-08-10 12:39:42 +05:30
Anupam K
d01caac852 report lead detail 2020-08-10 09:39:58 +05:30
Anupam K
6bab21483c report lost opportunity 2020-07-30 00:41:06 +05:30
Anupam K
61bfb8c817 Merge branch 'develop' of https://github.com/frappe/erpnext into crm-reports 2020-07-29 15:45:55 +05:30
Anupam K
9ceeefbd2b refactor: CRM Reports 2020-07-27 19:56:07 +05:30
Abhishek Balam
cb45836cda
feat(CRM): Email Group Option In Email Campaign (#22731) 
* new parent updating logic, made requested changes

* feat: adding Email Group option in Email Campaign

* fix: inv commas
 2020-07-23 19:07:11 +05:30
Anupam Kumar
04a76285e2
fix: Unable to change link from new lead to existing customer (#22787) 
* Unable to change link from new lead to existing customer

* Unable to change link from new lead to existing customer

Co-authored-by: Deepesh Garg <42651287+deepeshgarg007@users.noreply.github.com>
 2020-07-23 16:30:56 +05:30
Deepesh Garg
c88a3b4bf9
Merge pull request #22765 from anupamvs/rfq 
feat: Provision to make RFQ against Opportunity
 2020-07-22 18:28:48 +05:30
Anupam Kumar
e519334dfc
feat: Export CRM dashboard (#22778) 
* feat: Exported CRM dashboard

* feat: Export CRM Dashboard

* fix: adding company in all dashboard and number card
 2020-07-22 18:16:57 +05:30
Anupam K
5bd0b93acf fix: cur_frm -> frm 2020-07-22 18:10:57 +05:30
Anupam K
de417d2774 feat: Provision to make RFQ against Opportunity 2020-07-22 01:05:32 +05:30
Deepesh Garg
2af43b3df6
fix: linting 2020-07-15 21:54:28 +05:30
Deepesh Garg
f5a457c397
Merge branch 'develop' into lead-owner-efficiency 2020-07-13 11:32:09 +05:30
Anupam K
cd445786fe making owner fieldtype to link 2020-07-12 20:03:15 +05:30
Michelle Alva
5d514fe4df
fix: grammatical fixes in module onboarding (#22580) 
* fix: grammatical fixes in module onboarding

* fix: more grammatical changes for consistency

* fix: Reorder Stock Onboarding

* fix: update success message

* fix: change order of stock onboarding steps

Co-authored-by: Marica <maricadsouza221197@gmail.com>
 2020-07-08 14:25:51 +05:30
rohitwaghchaure
3431d42d12
Merge pull request #22610 from frappe/lead-creation-from-email 
fix: Creating Lead from email
 2020-07-08 12:27:18 +05:30
Anupam K
8bc92b90f5 updating lead.py 2020-07-08 00:56:21 +05:30
Anupam K
e88f2bb053 number card filter 2020-07-06 12:34:05 +05:30
Rohan
9c25101d9b
feat: add ability for a contract to be authorised internally (#22095) 
* Added ability for a contract to be signed by a company user before being sent out

* feat: contract signed by stays even after reload (#402)

* format: use new JSON format

Co-authored-by: Neil Lasrado <neil@digithinkit.com>
Co-authored-by: nehasacher143 <45919049+nehasacher143@users.noreply.github.com>
Co-authored-by: Marica <maricadsouza221197@gmail.com>
 2020-06-23 17:39:37 +05:30
Anupam Kumar
71da90034d
fix: resetting lost reason in opportunity and quotation (#22378) 2020-06-22 18:27:14 +05:30
Anupam Kumar
77673e27e0
enable Lead create by email (#22314) 
Co-authored-by: Anurag Mishra <32095923+Anurag810@users.noreply.github.com>
 2020-06-18 17:46:20 +05:30
Anupam K
234b5f9a8c sm-post-permission-fix 2020-06-14 10:34:58 +05:30
Anupam K
c2d1ed7a34 Merge branch 'develop' of https://github.com/frappe/erpnext into opportunity-dashboard 2020-06-14 00:09:45 +05:30
Anupam K
65e7a2e7a6 opportunity-dashboard-fix 2020-06-14 00:05:38 +05:30
Deepesh Garg
dcdd1f3d9b
Merge pull request #22227 from frappe/opportunity-dashboard 
fix: Links in opportunity dashboard
 2020-06-13 22:16:10 +05:30
Anupam K
8bc414620b opportunity-dashboard-fix 2020-06-13 13:11:43 +05:30
Anupam Kumar
8385fed042
crm onboarding typos (#22008) 2020-05-28 22:14:59 +05:30
Shivam Mishra
6621e22c02
refactor: clean up desk pages (#22004) 
* refactor: clean up desk pages

* refactor: update label for CRM
 2020-05-28 14:48:50 +05:30
Anupam Kumar
f10771029a
CRM dashboard fixes (#21989) 2020-05-28 13:34:55 +05:30
Anupam Kumar
a77032f926
onbarding steps fix (#21959) 2020-05-27 20:20:20 +05:30
Anupam Kumar
ab250e4ed5
enable Allow Rename in sales stage (#21799) 2020-05-20 16:15:48 +05:30