Shariq Ansari
eddf8c9295
fix: show avg time number card based on closed_on date
2025-07-07 14:30:29 +05:30
Shariq Ansari
9b1d4832b6
Merge branch 'develop' into dashboard
2025-07-06 15:25:40 +05:30
Shariq Ansari
4d2f054e40
fix: added avg time to close number card
2025-07-06 15:24:43 +05:30
Shariq Ansari
6450b69ae7
fix: capture closed on datetime when deal marked as Won
2025-07-06 15:24:23 +05:30
frappe-pr-bot
223187c7ea
chore: update POT file
2025-07-06 09:36:54 +00:00
Shariq Ansari
3b34f73cb3
fix: added more charts for dashboard
2025-07-06 14:44:12 +05:30
Shariq Ansari
42ea1ad16e
fix: useDocument in contact page
2025-07-05 14:09:37 +05:30
Shariq Ansari
96200aebe6
fix: update primary mobile_no & email in deal if contact is updated
2025-07-05 13:21:21 +05:30
Shariq Ansari
bcfe4b6a49
fix: made mobile_no, email & phone readonly since it captures primary contacts data
2025-07-05 12:30:40 +05:30
Shariq Ansari
cb92e5e68d
Merge branch 'develop' into dashboard
2025-07-03 14:28:28 +05:30
Shariq Ansari
1fa6b5bb51
fix: added first cut queries for some charts and number cards
2025-07-03 14:27:21 +05:30
Shariq Ansari
cab80edf60
fix: check reason.reason not reason
2025-07-02 17:15:59 +05:30
Shariq Ansari
96cbdea820
fix: add default lost reason on install
2025-07-02 16:57:26 +05:30
Shariq Ansari
c96e5ff6c5
fix: update default probability from deal status
2025-07-02 15:58:12 +05:30
Shariq Ansari
5bbec00803
fix: renamed other_lost_reason to lost_notes
2025-07-02 13:59:34 +05:30
Shariq Ansari
97b2253e9d
fix: made lost notes as text and non mandatory if lost reason is not Other
2025-07-02 11:10:53 +05:30
Shariq Ansari
92d7280728
chore: resolved conflict
2025-07-01 16:53:40 +05:30
Shariq Ansari
5d01b88a1e
feat: created lost reason doctype
2025-07-01 16:51:01 +05:30
Shariq Ansari
485360f291
fix: show forcasted sales section in sidepanel if forecasting is enabled
2025-07-01 16:37:04 +05:30
Shariq Ansari
17fdbb05ce
fix: add mandatory fields in convert to deal modal if not added
2025-07-01 16:05:08 +05:30
Shariq Ansari
4f58aa110a
fix: made deal value mandatory if forecasting is enabled
2025-07-01 15:05:37 +05:30
Shariq Ansari
4d3fe722e8
fix: added default probability to Lost status
2025-07-01 13:16:40 +05:30
Shariq Ansari
6d3268a61e
fix: add default probabilities in deal status
2025-07-01 12:07:44 +05:30
frappe-pr-bot
cc411f036d
chore: update POT file
2025-06-29 09:36:46 +00:00
Shariq Ansari
a3b9368953
fix: give Sales Manager & Sales User role if System Manager access is given
2025-06-26 16:54:33 +05:30
Shariq Ansari
58d4691354
Merge pull request #846 from pratikb64/delete-from-record-view
2025-06-23 13:50:19 +05:30
Shariq Ansari
2c45673f54
Merge pull request #845 from shariquerik/agents
2025-06-23 13:22:56 +05:30
Shariq Ansari
bc7498e02b
Merge branch 'develop' into dev
2025-06-23 13:20:01 +05:30
Shariq Ansari
cf1fce3dc0
fix: renaming fix and removed CRM User code
2025-06-23 13:18:16 +05:30
Pratik
34102ef6ef
refactor: change labels & function names
2025-06-23 05:15:40 +00:00
Pratik
ca985a0b76
Merge branch 'develop' of https://github.com/pratikb64/crm into delete-from-record-view
2025-06-23 04:26:50 +00:00
frappe-pr-bot
4b4a154261
chore: update POT file
2025-06-22 09:36:52 +00:00
Shariq Ansari
ad1aee9c9e
fix: add user is actually add role
2025-06-20 18:55:14 +05:30
Shariq Ansari
bd7451e86f
fix: if role is set to sales user then remove modules and set FCRM
2025-06-20 17:56:14 +05:30
Shariq Ansari
901bcb8460
fix: removed CRM User doctype and moved api's to user.py
2025-06-20 16:45:48 +05:30
Shariq Ansari
001a3231e1
fix: get users and crm users
2025-06-20 15:50:47 +05:30
Abraham Kalungi
a317950567
fix: prevent TypeError when concatenating first and last name in WhatsApp messages
...
The last name on CRM Leads can be empty. In cases where it is, an error occurs: can only concatenate str (not "NoneType") to str. This prevents retrieving messages until a last name is added.
2025-06-18 15:31:00 +02:00
Shariq Ansari
0c314674fc
Merge branch 'develop' into agents
2025-06-17 23:42:42 +05:30
Shariq Ansari
22856351fd
fix: only show users to manager
2025-06-17 23:35:51 +05:30
Shariq Ansari
03abe0b5cd
fix: create crm user on accepting invite
2025-06-17 23:34:44 +05:30
Shariq Ansari
6873c6db4e
feat: add existing users
2025-06-17 23:34:44 +05:30
Shariq Ansari
b534aae70b
fix: renamed component names from Agent to User
2025-06-17 23:34:44 +05:30
Shariq Ansari
6d3e4406ae
fix: renamed & added role with filter
2025-06-17 23:34:44 +05:30
Shariq Ansari
e9812495e9
fix: update agent fields based on user
2025-06-17 23:34:44 +05:30
Shariq Ansari
0a836c78bb
fix: activate/deactivate agent
2025-06-17 23:34:44 +05:30
Shariq Ansari
346849631e
fix: show and allow changing role from agents settings page
2025-06-17 23:34:44 +05:30
Shariq Ansari
bf166bdaad
fix: added get user role in users store
2025-06-17 23:34:44 +05:30
Shariq Ansari
fac5ed5579
feat: added crm agent doctype
2025-06-17 23:34:44 +05:30
Shariq Ansari
efbed6e0b6
fix: renamed Expected Closure Date to Close Date
2025-06-16 11:44:08 +05:30
frappe-pr-bot
b82f4ca02b
chore: update POT file
2025-06-15 09:36:57 +00:00
