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
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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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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
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feat: Provision to make RFQ against Opportunity
2020-07-22 18:28:48 +05:30
Anupam Kumar
e519334dfc
feat: Export CRM dashboard ( #22778 )
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* 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 )
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* 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
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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 )
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* 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 )
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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
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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 )
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* 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
Nabin Hait
7cbbd68176
fix: CRM module dashboard and onboarding
2020-05-20 12:55:34 +05:30