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forked from test/crm

205 Commits

Author SHA1 Message Date
Shariq Ansari
c73da41a78 feat: set default view 2024-01-22 22:39:04 +05:30
Shariq Ansari
196eb89154 fix: added is_view check to differentiate between standard view 2024-01-22 22:37:31 +05:30
Shariq Ansari
c3c91803cb feat: added comment in activity 2024-01-22 17:30:58 +05:30
Shariq Ansari
360b9636a6 fix: enable lead creation from email 2024-01-22 14:34:02 +05:30
Shariq Ansari
cd01b452e1 fix: load deal_owner as assigned to if _assign is not set 2024-01-21 21:43:32 +05:30
Shariq Ansari
d077ab212a fix: allow @me in like operator value 2024-01-21 21:34:24 +05:30
Shariq Ansari
5b682cc2d7 fix: allow custom & standard fields in filter 2024-01-21 21:33:04 +05:30
Shariq Ansari
baaa249375 fix: added @me in user link field 2024-01-19 23:30:19 +05:30
Shariq Ansari
cc1ac48d59 fix: make view public permission fix 2024-01-19 23:29:44 +05:30
Shariq Ansari
9a4a78e1e3 fix: added sales user & sales manager role to all doctypes 2024-01-19 22:00:39 +05:30
Shariq Ansari
0d49fa4737 fix: only allow sales manager to create and update public views 2024-01-19 22:00:02 +05:30
Shariq Ansari
d193c05c96 fix: load public views 2024-01-19 20:47:00 +05:30
Shariq Ansari
0dc0509be4 fix: added lead name field in deal 2024-01-19 17:15:26 +05:30
Shariq Ansari
0de13b1247 fix: link call note 2024-01-18 16:55:05 +05:30
Shariq Ansari
e95d684bfa fix: trigger call accept logic 2024-01-18 16:54:25 +05:30
Shariq Ansari
e6614a5ad7 fix: call not getting logged properly 2024-01-18 13:29:10 +05:30
Shariq Ansari
4382da5889 fix: load assigned users from todo 2024-01-17 20:21:19 +05:30
Shariq Ansari
dfcfa531e7 fix: strip only if exist 2024-01-17 19:53:57 +05:30
Shariq Ansari
fe39be5f97 fix: set sla creation date if not set 2024-01-17 12:05:43 +05:30
Shariq Ansari
5c5ec3c492 fix: assign agent logic 2024-01-17 11:44:25 +05:30
Shariq Ansari
059c55ca96 fix: set options if option is set 2024-01-15 15:01:41 +05:30
Shariq Ansari
0b7f8defec fix: made api_key & api_secret field visible for system manager 2024-01-13 14:25:12 +05:30
Shariq Ansari
4b9a31c2a3 fix: update call status in realtime 2024-01-13 13:43:23 +05:30
Shariq Ansari
24f2048569 fix: add reference doc on call log creation 2024-01-13 11:54:52 +05:30
Shariq Ansari
399e9f927e fix: removed reqd from organization field in deal 2024-01-13 11:53:52 +05:30
Shariq Ansari
473e9c3e4a fix: find correct lead/deal doc to attach the call after call end 2024-01-12 21:14:04 +05:30
Shariq Ansari
75c4b35d08 fix: load lead contact data if contact doesn't exist 2024-01-12 16:05:44 +05:30
Shariq Ansari
3a042b234e fix: strip special characters while checking phone number while calling or receiving 2024-01-11 15:10:11 +05:30
Shariq Ansari
bff51ea4c0 fix: added load more functionality by updating page_length 2024-01-07 17:01:38 +05:30
Shariq Ansari
f19c92f91c chore: renamed page_length to page_length_count everywhere 2024-01-07 17:00:07 +05:30
Shariq Ansari
44722e6d21 fix: implemented listview pagination in Leads List view 2024-01-07 16:00:44 +05:30
Shariq Ansari
e3c95f63cf fix: send default_filter separately 2024-01-07 13:59:01 +05:30
Shariq Ansari
7b3dd34b7b fix: made first_name in lead & organization in deal mandatory 2024-01-06 18:46:28 +05:30
Shariq Ansari
849739c80a chore: hide log tab in deal 2024-01-06 18:19:58 +05:30
Shariq Ansari
e24953e0e5 fix: store status change log in lead & deal on status change 2024-01-06 14:11:03 +05:30
Shariq Ansari
33478641cb fix: added status change log table doctype 2024-01-06 14:04:38 +05:30
Shariq Ansari
91ed8c639b fix: added phone, no_of_employees & job_title field in deal 2024-01-05 16:13:22 +05:30
Shariq Ansari
76725370a9 fix: allow import for territory doctype 2024-01-05 12:26:49 +05:30
Shariq Ansari
7cd1303f80 fix: store organization detail instead of organization as link field in lead and create organization after converting it to deal 2024-01-04 21:45:57 +05:30
Shariq Ansari
c670fe190b fix: removed organization as a link field in lead & added reqd field validation 2024-01-04 21:35:52 +05:30
Shariq Ansari
ed5a4b53ba fix: update organization fields if deal is updated and vice-versa 2024-01-04 21:26:52 +05:30
Shariq Ansari
f4cd8bf6b3 fix: show asterisk for mandatory fields and also validate before saving 2024-01-04 21:26:18 +05:30
Shariq Ansari
6773266667 fix: send read_only, hidden & reqd value and hide or make field readonly on detail section based on that 2024-01-04 20:56:27 +05:30
Shariq Ansari
8b22b85943 fix: made organization fields editable 2024-01-04 20:54:55 +05:30
Shariq Ansari
649eae9f3a fix: added lead source in deal 2024-01-04 20:03:07 +05:30
Shariq Ansari
54b0bc4e5b fix: set lead/deal_owner as assigned user if not set 2024-01-04 19:59:00 +05:30
Shariq Ansari
c3c18ca119 fix: added territory field in organization page 2024-01-04 19:31:17 +05:30
Shariq Ansari
ebf9b40746 fix: added territories & assignment rule shortcut on workspace 2024-01-04 19:09:49 +05:30
Shariq Ansari
637c9dd0e2 fix: create territory doctype and added in lead/deal/organization 2024-01-04 19:00:22 +05:30
Shariq Ansari
c53a1472c1 fix: parse filters,columns & rows first 2024-01-03 17:34:13 +05:30