[jira] Created: (OFBIZ-1792) Convert Lead to Contact/Accont

[Nicolas Malin (Jira)]

Convert Lead to Contact/Accont
------------------------------

                 Key: OFBIZ-1792
                 URL: https://issues.apache.org/jira/browse/OFBIZ-1792
             Project: OFBiz
          Issue Type: Sub-task
          Components: marketing
    Affects Versions: SVN trunk
            Reporter: Mridul Pathak
             Fix For: SVN trunk


Add the functionality to convert a lead person to a contact.  Also add the ability for the user to opt for converting the associated group to an Account.  To  convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT.  If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12596638#action_12596638 ]

Anil K Patel commented on OFBIZ-1792:
-------------------------------------

Do we really need this issue. This convert to lead is defined in the requirement of 1643 itself.

> Convert Lead to Contact/Accont
> ------------------------------
>
>                 Key: OFBIZ-1792
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1792
>             Project: OFBiz
>          Issue Type: Sub-task
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Mridul Pathak
>             Fix For: SVN trunk
>
>
> Add the functionality to convert a lead person to a contact.  Also add the ability for the user to opt for converting the associated group to an Account.  To  convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT.  If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Jyotsna Rathore updated OFBIZ-1792:
-----------------------------------

    Attachment: SfaConvertLead.patch

Implemented Convert Lead to Account/Contact functionality.

> Convert Lead to Contact/Accont
> ------------------------------
>
>                 Key: OFBIZ-1792
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1792
>             Project: OFBiz
>          Issue Type: Sub-task
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Mridul Pathak
>             Fix For: SVN trunk
>
>         Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact.  Also add the ability for the user to opt for converting the associated group to an Account.  To  convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT.  If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Vikas Mayur reassigned OFBIZ-1792:
----------------------------------

    Assignee: Vikas Mayur

> Convert Lead to Contact/Accont
> ------------------------------
>
>                 Key: OFBIZ-1792
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1792
>             Project: OFBiz
>          Issue Type: Sub-task
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Mridul Pathak
>            Assignee: Vikas Mayur
>             Fix For: SVN trunk
>
>         Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact.  Also add the ability for the user to opt for converting the associated group to an Account.  To  convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT.  If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.

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[Nicolas Malin (Jira)]

    [ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12597086#action_12597086 ]

Vikas Mayur commented on OFBIZ-1792:
------------------------------------

Thanks Jyotsna,

Your patch is in trunk rev. r656583

- Vikas

> Convert Lead to Contact/Accont
> ------------------------------
>
>                 Key: OFBIZ-1792
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1792
>             Project: OFBiz
>          Issue Type: Sub-task
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Mridul Pathak
>            Assignee: Vikas Mayur
>             Fix For: SVN trunk
>
>         Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact.  Also add the ability for the user to opt for converting the associated group to an Account.  To  convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT.  If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.

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[Nicolas Malin (Jira)]

     [ https://issues.apache.org/jira/browse/OFBIZ-1792?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

Vikas Mayur closed OFBIZ-1792.
------------------------------

    Resolution: Fixed

All remaining issues can be added as a sub-task under https://issues.apache.org/jira/browse/OFBIZ-2363

> Convert Lead to Contact/Accont
> ------------------------------
>
>                 Key: OFBIZ-1792
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-1792
>             Project: OFBiz
>          Issue Type: Sub-task
>          Components: marketing
>    Affects Versions: SVN trunk
>            Reporter: Mridul Pathak
>            Assignee: Vikas Mayur
>             Fix For: SVN trunk
>
>         Attachments: SfaConvertLead.patch
>
>
> Add the functionality to convert a lead person to a contact.  Also add the ability for the user to opt for converting the associated group to an Account.  To  convert a lead to contact, it will just need to create a new party role for the lead person with roleTypeId=CONTACT.  If user opt for converting the associated group to an Account, then add a new role (ACCOUNT) to the PartyGroup as well.

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