1
0
forked from test/crm

40 Commits

Author SHA1 Message Date
Pratik Badhe
d985a44291 feat: add assignment rule
(cherry picked from commit 0c5684905f44af211189bf674735b046858a5b86)

# Conflicts:
#	frontend/components.d.ts
#	yarn.lock
2025-09-18 09:19:54 +00:00
Shariq Ansari
9e3eba8ab2 refactor: update layout structure for CRM Deal-Data Fields to show products table
(cherry picked from commit a77bfd2acae6e6973d8a9e85c73b0e163a94ea88)
2025-08-18 20:50:25 +00:00
Shariq Ansari
ba0ef22911 fix: allow force reset manager dashboard
(cherry picked from commit 84738ba00cb08a71f4902617dff62b5ba1d99a09)
2025-07-15 08:00:10 +00:00
Shariq Ansari
6f71d738b3 fix: create default manager dashboard if not exists
(cherry picked from commit 05b8cea2066e27a8dbcf14aa5a8ae402f13e2130)
2025-07-15 08:00:09 +00:00
Shariq Ansari
ba4ffdac86 fix: add default Manager Dashboard on install
(cherry picked from commit 6e3d23a8e1cb2b6c4c1933a9cfa2d6fb04dd6c4c)
2025-07-15 08:00:09 +00:00
Shariq Ansari
c5193f3105 fix: added type in default deak status while installing
(cherry picked from commit efc5dd93e91760aa73a4d8a360d642c4031df8ee)
2025-07-13 09:46:19 +00:00
Shariq Ansari
48006552ee fix: check reason.reason not reason
(cherry picked from commit cab80edf60c0453823e352577ebfa6b3b04cfe2f)
2025-07-02 11:57:21 +00:00
Shariq Ansari
4d162cd0dd fix: add default lost reason on install
(cherry picked from commit 96cbdea8201301fd5b5c117742c7ecab83fff902)
2025-07-02 11:29:52 +00:00
Shariq Ansari
e3510b0e9c fix: added default probability to Lost status
(cherry picked from commit 4d3fe722e86a1e91e056418a173ad30f1a1b6c63)
2025-07-01 11:20:52 +00:00
Shariq Ansari
29132f6f23 fix: add default probabilities in deal status
(cherry picked from commit 6d3268a61ecd96710f2c7d1cede33a5cc6f939d6)
2025-07-01 11:20:51 +00:00
Shariq Ansari
2c92612cce fix: circular import
(cherry picked from commit 029c16d1d0b71b83e108b479e077fbd168392870)
2025-06-13 09:36:03 +00:00
Shariq Ansari
232f982786 fix: create standard forecasting script on install and added in patch
(cherry picked from commit b3acff8cba6fd30e15ce2d579287cbd02d9c8282)
2025-06-13 09:36:03 +00:00
Shariq Ansari
a28d113384 fix: create product detail script on install
(cherry picked from commit fdd6c46b5f718800dd062dbde1c718a2c93ddfbe)
2025-05-14 18:13:51 +00:00
Shariq Ansari
9faa9f7171 patch: add and update default field layout for call log 2025-01-22 18:20:47 +05:30
Shariq Ansari
9113378838 fix: made deal quick entry sections not deletable 2025-01-01 21:01:10 +05:30
Shariq Ansari
251658e470 fix: data fields layout 2025-01-01 20:47:55 +05:30
Shariq Ansari
b252f3a82e fix: updated default_fields_layouts with new format 2025-01-01 19:54:27 +05:30
Shariq Ansari
6cc22d8795 fix: update standard dropdown items from hooks while install and after migrate 2024-12-27 19:43:43 +05:30
Shariq Ansari
0c14decc52 patch: create if not exist default data fields layout for lead/deal 2024-12-10 17:40:34 +05:30
Shariq Ansari
8371262336 patch: create if not exist default fields layout of contact & organization 2024-10-31 13:59:34 +05:30
Shariq Ansari
5a93870513 fix: updated default_fields_layout method to forcefully create layouts 2024-10-12 13:27:35 +05:30
Shariq Ansari
f386f7e289 fix: also include address field in contact & organization quick entry modal 2024-09-13 17:43:21 +05:30
Shariq Ansari
e4622b4951 fix: create Address quick entry layout while installing 2024-09-13 17:30:19 +05:30
Shariq Ansari
026650a6eb
chore: better variable name 2024-07-01 18:20:43 +05:30
Abraham Kalungi
c3652b38eb add: defaults for industry and lead source 2024-07-01 10:50:16 +02:00
Shariq Ansari
c65c87a614 patch: minor fix 2024-06-28 14:57:13 +05:30
Shariq Ansari
2756530d42 fix: add default sidebar fields layout 2024-06-26 11:52:28 +05:30
Shariq Ansari
954feff9bb patch: added patch to update deal quick entry layout to restrict editing section label and removing it 2024-06-19 19:18:38 +05:30
Shariq Ansari
4992640d08 fix: minor fix 2024-06-07 20:45:19 +05:30
Shariq Ansari
cf28f401bf fix: added default fields layout for quick entry 2024-06-07 20:06:19 +05:30
Shariq Ansari
f9367cacef fix: do not reload doctypes before install 2024-02-19 10:56:08 +05:30
Shariq Ansari
227a4953c8 fix: reload doctype before install 2024-01-30 02:04:34 +05:30
Shariq Ansari
50b49307b6 revert: reload doctype before running after_install 2024-01-30 01:48:18 +05:30
Shariq Ansari
2abdfe1d70 fix: reload doctype before running after_install 2024-01-30 01:43:50 +05:30
Shariq Ansari
66349ca27f feat: added custom fields in email template doctype 2024-01-26 16:33:13 +05:30
Shariq Ansari
669f26cdf2 fix: added contact email dropdown in multiselectinput using search_link 2024-01-25 01:26:03 +05:30
Shariq Ansari
70584ac35f fix: added default communication statuses on install and changed lead status Open to New 2023-12-13 15:31:31 +05:30
Shariq Ansari
a86a1d6d6e Revert "fix: load crm_lead_status & crn_deal_status before app install"
This reverts commit e4fc9fbe681f87240334ef8ed413a5c647b73972.
2023-12-07 14:51:08 +05:30
Shariq Ansari
e4fc9fbe68 fix: load crm_lead_status & crn_deal_status before app install 2023-12-07 14:21:16 +05:30
Shariq Ansari
3735148991 fix: add default lead/deal status on app install 2023-11-29 13:32:28 +05:30