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forked from test/crm

417 Commits

Author SHA1 Message Date
Shariq Ansari
d9a2d7098a fix: show call log details in modal 2024-05-02 14:33:18 +05:30
Shariq Ansari
88cc4f4721 chore: added open in portal link in lead/deal desk page 2024-04-29 23:35:02 +05:30
Shariq Ansari
16d6f3d976 fix: realtime notifications 2024-04-25 18:29:39 +05:30
Shariq Ansari
ace509dd80 feat: notify assigned agent if whatsapp message is received 2024-04-25 16:39:24 +05:30
Shariq Ansari
b910045b25 refactor: made crm notification doctype generic 2024-04-25 14:21:21 +05:30
Shariq Ansari
9fff23e55a fix: remove auto updating deal/org on changing deal/org data 2024-04-24 17:08:50 +05:30
Shariq Ansari
9cde4bb5a0 fix: allow creating or selecting org & contact from create deal modal from deal listview 2024-04-17 00:32:33 +05:30
Ankush Menat
29c7c672ed fix: remove redundant guest checks 2024-04-12 19:44:01 +05:30
Shariq Ansari
6fb3e02528 fix: list instead of docs 2024-04-11 22:24:12 +05:30
Shariq Ansari
5498c88fc8 fix: added List & Form option in Form Script 2024-04-10 19:35:52 +05:30
Shariq Ansari
e7a6385b7d fix: removed contact store from CallLog.vue 2024-04-08 18:20:04 +05:30
Shariq Ansari
9c0bcec52e fix: lead field was removed from crm note 2024-03-28 20:26:10 +05:30
Shariq Ansari
27f405144d fix: moved twilio inside integrations folder 2024-03-28 15:59:49 +05:30
Shariq Ansari
0f93ccc6e9 fix: removed guest access from convert to deal api 2024-03-23 15:04:26 +05:30
Shariq Ansari
9b018c29ea
Merge pull request #81 from shariquerik/fields-display-rules
feat: Permissions & Field Visibility
2024-03-20 16:52:31 +05:30
Shariq Ansari
76c68d3349 fix: made convert_to_deal method allowed to guest 2024-03-19 23:58:02 +05:30
Shariq Ansari
2e577db7cb fix: removed unnessary permission check 2024-03-19 22:31:20 +05:30
Shariq Ansari
951494a21c refactor: removed contact store from Deal Page 2024-03-19 15:28:47 +05:30
Shariq Ansari
11436f63b6 fix: renamed CRM Note to FCRM Note 2024-03-16 13:42:32 +05:30
Shariq Ansari
2bc7a52365 fix: hide or make field read only based on higher permlevel access 2024-02-29 16:28:36 +05:30
Shariq Ansari
8d70a7d2d2 fix: share lead when lead_owner is changed 2024-02-26 16:44:09 +05:30
Shariq Ansari
1e2b27594c fix: share deal when deal_owner is changed 2024-02-26 16:42:31 +05:30
Shariq Ansari
f8114cd633 fix: made due date in task datetime 2024-02-08 22:15:27 +05:30
Shariq Ansari
c3df0d1e41 fix: pass owner data to notes 2024-02-05 20:39:15 +05:30
Shariq Ansari
24f2ca4683 fix: made annual revenue editable in crm lead 2024-02-05 00:59:23 +05:30
Shariq Ansari
684ab8871e feat: added view controls on notes view 2024-02-04 18:22:24 +05:30
Shariq Ansari
6c41e85518 fix: show linked lead & deal button 2024-02-04 17:32:12 +05:30
Shariq Ansari
531e5710b8 fix: added task listview and dialog 2024-02-04 16:56:52 +05:30
Shariq Ansari
d6c137ba20 fix: set lead in deal 2024-02-04 13:35:24 +05:30
Shariq Ansari
02453301bd fix: map all fields (standard + custom) when convert to deal 2024-02-04 13:08:19 +05:30
Shariq Ansari
9b12cbaffe fix: use standard listview as default view
auto save changes in default view
2024-02-03 19:51:40 +05:30
Shariq Ansari
2f89e9bbfb fix: removed default view backend logic 2024-02-03 18:23:39 +05:30
Shariq Ansari
a0ba6dd7a1 fix: added reference doctype and name in notification doctype 2024-01-30 01:08:48 +05:30
Shariq Ansari
e5e64c2ea9 fix: create notification when someone mentions in comment 2024-01-29 20:05:54 +05:30
Shariq Ansari
d95aa9ee07 feat: added notification doctype 2024-01-29 19:37:41 +05:30
Shariq Ansari
4175371708 fix: made read only field editable in lead doctype 2024-01-28 18:57:56 +05:30
Shariq Ansari
d2d1b09c10 fix: consider holiday list for SLA 2024-01-26 14:16:49 +05:30
Shariq Ansari
a751b2d3e9 fix: allow all valid fields in sort by dropdown 2024-01-25 21:36:34 +05:30
Shariq Ansari
38cea32ba7 fix: allow moving contacts section in deal page 2024-01-25 21:09:24 +05:30
Shariq Ansari
4305c97a83 fix: status change log fix 2024-01-23 15:33:43 +05:30
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
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
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
e6614a5ad7 fix: call not getting logged properly 2024-01-18 13:29:10 +05:30