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forked from test/crm

1216 Commits

Author SHA1 Message Date
Shariq Ansari
d408d066c7 feat: set contact as primary from UI 2023-11-13 12:21:50 +05:30
Shariq Ansari
36f4ddee20 fix: set contact as primary backend logic 2023-11-12 15:05:39 +05:30
Shariq Ansari
d297f045c5 fix: after converting to deal add contact & deal owner 2023-11-12 14:35:32 +05:30
Shariq Ansari
50fceef0c3 feat: add/remove contact in deal 2023-11-11 13:35:39 +05:30
Shariq Ansari
f1f6c91149 fix: include contacts with deal 2023-11-09 21:56:38 +05:30
Shariq Ansari
67f38c993f fix: create new email/phone no using dropdown also show all emails/phones 2023-11-09 19:44:44 +05:30
Shariq Ansari
602a71c25c fix: get contacts along with email_ids & phone_nos 2023-11-09 19:41:31 +05:30
Shariq Ansari
d01b3e3520 fix: create contact after lead is converted 2023-11-09 14:36:20 +05:30
Shariq Ansari
4000dfab09 fix: removed unused imports 2023-11-09 14:35:50 +05:30
Shariq Ansari
8f256843f2 fix: removed contact creation/updation code from lead 2023-11-09 12:47:08 +05:30
Shariq Ansari
4050f1650d fix: added create new button in autocompele footer and added in lead 2023-11-08 17:23:13 +05:30
Shariq Ansari
5b10e80669 fix: added sort fields for deal 2023-11-07 16:02:28 +05:30
Shariq Ansari
e9694140d1 fix: hide converted or lead set activity which happen behind the scene 2023-11-07 14:06:35 +05:30
Shariq Ansari
b6060fa1e5 fix: added ref doc instead of lead in call log 2023-11-07 13:53:13 +05:30
Shariq Ansari
ce4a45ccd5 fix: added ref doc instead of lead in task/note to handle both lead and deal 2023-11-07 13:42:24 +05:30
Shariq Ansari
de4aa2ae86 fix: moved all get activites logic in separate file 2023-11-06 22:18:02 +05:30
Shariq Ansari
256a4bba25 fix: remove unused fields in lead doctype 2023-11-06 22:15:32 +05:30
Shariq Ansari
ef3babe7a1 fix: added more fields in deal doctype 2023-11-06 22:02:23 +05:30
Shariq Ansari
2c53932522 fix: created deal doctype 2023-11-06 18:25:02 +05:30
Shariq Ansari
c4d8dbad88 fix: replaced organization_name (data) with organization (link)
also made other organization field fetch from organization
2023-11-06 15:55:12 +05:30
Shariq Ansari
5caf5101e2 revert: made contacts a listview 2023-11-04 00:25:49 +05:30
Shariq Ansari
334a422e0f Merge branch 'contact-page' of https://github.com/shariquerik/crm into shariquerik-contact-page 2023-11-03 23:58:36 +05:30
Shariq Ansari
5f92c5d3d7 fix: added organization page 2023-11-03 16:33:41 +05:30
Shariq Ansari
919e27031b feat: added organization doctype 2023-11-03 16:27:32 +05:30
Shariq Ansari
0904ba3c62 fix: initialize call if twilio is enabled 2023-11-03 16:02:23 +05:30
Shariq Ansari
9bd4b79ea0 fix: create/edit contact 2023-10-15 08:29:20 +05:30
Shariq Ansari
a706435902 feat: added crm task doctype 2023-09-28 15:06:37 +05:30
Shariq Ansari
424d8feab2 fix: show user name and avatar instead of email in timeline changes 2023-09-27 19:26:56 +05:30
Shariq Ansari
045d2dc358 fix: show lead and deal activities with different icon and field titles
Lead Owner for deal will be Deal Owner
2023-09-27 19:02:04 +05:30
Shariq Ansari
4eb8a5aa77 feat: group timeline changes 2023-09-27 17:10:57 +05:30
Shariq Ansari
463ead3671 refactor: moved all activity logic from lead/deal to activites component 2023-09-27 12:43:38 +05:30
Shariq Ansari
4af919db11 fix: generate api_key, api_secret on update of twilio settings 2023-09-20 16:47:46 +05:30
Shariq Ansari
2b4feacf6e fix: changed Module name from CRM to FCRM 2023-09-13 19:42:09 +05:30
Shariq Ansari
61f3ea5e17 fix: update contact image if lead image is updated 2023-09-01 17:50:09 +05:30
Shariq Ansari
6ce980beae fix: set caller/reciever while creating call_log 2023-08-30 21:21:29 +05:30
Shariq Ansari
bf854fc3cc fix: revamped call log page 2023-08-30 20:05:32 +05:30
Shariq Ansari
448bedd8b0 fix: using name of contact/agent on call logs list 2023-08-30 16:11:21 +05:30
Shariq Ansari
7526612ffe fix: update lead/note/call based on contact 2023-08-29 01:03:57 +05:30
Shariq Ansari
20f3c089aa fix: create/update contact from lead and show on callui
also created contacts store which is used now everywhere
2023-08-28 21:52:21 +05:30
Shariq Ansari
a36f46fb19 fix: create/update note from call 2023-08-28 18:59:55 +05:30
Shariq Ansari
6277778b91 fix: created call log page and create lead action 2023-08-28 12:31:50 +05:30
Shariq Ansari
b13fa6a503 fix: create call logs with recording_url 2023-08-28 02:36:44 +05:30
Shariq Ansari
80abbf9ed7 fix: show/add/delete note in lead/deal notes tab 2023-08-26 20:09:25 +05:30
Shariq Ansari
eb66f8ace5 fix: added crm note doctype 2023-08-26 12:07:57 +05:30
Shariq Ansari
1154bce89c fix: added more fields in lead and deal page & listview 2023-08-26 12:01:08 +05:30
Shariq Ansari
12f62efd1f fix: added crm contacts table doctype in lead/deal 2023-08-26 11:57:39 +05:30
Shariq Ansari
68369f3d45 fix: added deal_status and is_deal field in CRM Lead doctype to use it as a Deal 2023-08-24 17:12:14 +05:30
Shariq Ansari
50e5fae2b7 fix: initating Call at app level and showing minimized call on sidebar
Handled incoming call UI and outgoing call UI
2023-08-22 16:41:30 +05:30
Shariq Ansari
3868f5dbe5 fix: added UI when there is incoming call and also for outgoing call 2023-08-21 19:05:16 +05:30
Shariq Ansari
b3abc00e82 feat: phone call (testing) 2023-08-17 23:06:49 +05:30