From 72fa958f2c8e87ba11aa1d3a0613fb447939aebb Mon Sep 17 00:00:00 2001 From: Rushabh Mehta Date: Wed, 23 Aug 2017 18:47:57 +0530 Subject: [PATCH] [layout] lead and opportunity (#10487) --- erpnext/crm/doctype/lead/lead.json | 167 ++++----- .../crm/doctype/opportunity/opportunity.json | 320 +++++++++--------- 2 files changed, 245 insertions(+), 242 deletions(-) diff --git a/erpnext/crm/doctype/lead/lead.json b/erpnext/crm/doctype/lead/lead.json index e7c2d33f3c4..c9d04ac1fc6 100644 --- a/erpnext/crm/doctype/lead/lead.json +++ b/erpnext/crm/doctype/lead/lead.json @@ -76,36 +76,6 @@ }, { "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "salutation", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Salutation", - "length": 0, - "no_copy": 0, - "options": "Salutation", - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, - { "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -141,21 +111,21 @@ "bold": 0, "collapsible": 0, "columns": 0, - "fieldname": "gender", - "fieldtype": "Link", + "fieldname": "company_name", + "fieldtype": "Data", "hidden": 0, "ignore_user_permissions": 0, "ignore_xss_filter": 0, "in_filter": 0, "in_global_search": 0, - "in_list_view": 0, + "in_list_view": 1, "in_standard_filter": 0, - "label": "Gender", + "label": "Organization Name", "length": 0, "no_copy": 0, - "options": "Gender", + "oldfieldname": "company_name", + "oldfieldtype": "Data", "permlevel": 0, - "precision": "", "print_hide": 0, "print_hide_if_no_value": 0, "read_only": 0, @@ -260,6 +230,37 @@ "set_only_once": 0, "unique": 0 }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "gender", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Gender", + "length": 0, + "no_copy": 0, + "options": "Gender", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, { "allow_bulk_edit": 0, "allow_on_submit": 0, @@ -295,36 +296,6 @@ }, { "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "company_name", - "fieldtype": "Data", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 1, - "in_standard_filter": 0, - "label": "Organization Name", - "length": 0, - "no_copy": 0, - "oldfieldname": "company_name", - "oldfieldtype": "Data", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, - { "allow_on_submit": 0, "bold": 0, "collapsible": 0, @@ -435,6 +406,7 @@ "in_global_search": 0, "in_list_view": 0, "in_standard_filter": 0, + "label": "Follow Up", "length": 0, "no_copy": 0, "permlevel": 0, @@ -514,11 +486,12 @@ { "allow_bulk_edit": 0, "allow_on_submit": 0, - "bold": 0, + "bold": 1, "collapsible": 0, "columns": 0, - "fieldname": "contact_by", - "fieldtype": "Link", + "description": "", + "fieldname": "contact_date", + "fieldtype": "Datetime", "hidden": 0, "ignore_user_permissions": 0, "ignore_xss_filter": 0, @@ -526,12 +499,11 @@ "in_global_search": 0, "in_list_view": 0, "in_standard_filter": 0, - "label": "Next Contact By", + "label": "Next Contact Date", "length": 0, - "no_copy": 0, - "oldfieldname": "contact_by", - "oldfieldtype": "Link", - "options": "User", + "no_copy": 1, + "oldfieldname": "contact_date", + "oldfieldtype": "Date", "permlevel": 0, "print_hide": 0, "print_hide_if_no_value": 0, @@ -550,9 +522,8 @@ "bold": 0, "collapsible": 0, "columns": 0, - "description": "Add to calendar on this date", - "fieldname": "contact_date", - "fieldtype": "Datetime", + "fieldname": "contact_by", + "fieldtype": "Link", "hidden": 0, "ignore_user_permissions": 0, "ignore_xss_filter": 0, @@ -560,11 +531,12 @@ "in_global_search": 0, "in_list_view": 0, "in_standard_filter": 0, - "label": "Next Contact Date", + "label": "Next Contact By", "length": 0, - "no_copy": 1, - "oldfieldname": "contact_date", - "oldfieldtype": "Date", + "no_copy": 0, + "oldfieldname": "contact_by", + "oldfieldtype": "Link", + "options": "User", "permlevel": 0, "print_hide": 0, "print_hide_if_no_value": 0, @@ -726,6 +698,37 @@ "set_only_once": 0, "unique": 0 }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "salutation", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Salutation", + "length": 0, + "no_copy": 0, + "options": "Salutation", + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, { "allow_bulk_edit": 0, "allow_on_submit": 0, @@ -1144,7 +1147,7 @@ "issingle": 0, "istable": 0, "max_attachments": 0, - "modified": "2017-06-22 14:29:12.700000", + "modified": "2017-08-21 02:28:21.581948", "modified_by": "Administrator", "module": "CRM", "name": "Lead", diff --git a/erpnext/crm/doctype/opportunity/opportunity.json b/erpnext/crm/doctype/opportunity/opportunity.json index dc8b3e72a07..89eb1919d05 100644 --- a/erpnext/crm/doctype/opportunity/opportunity.json +++ b/erpnext/crm/doctype/opportunity/opportunity.json @@ -419,6 +419,164 @@ "set_only_once": 0, "unique": 0 }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 1, + "collapsible_depends_on": "contact_by", + "columns": 0, + "fieldname": "next_contact", + "fieldtype": "Section Break", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Follow Up", + "length": 0, + "no_copy": 0, + "permlevel": 0, + "precision": "", + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "description": "", + "fieldname": "contact_by", + "fieldtype": "Link", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 1, + "label": "Next Contact By", + "length": 0, + "no_copy": 0, + "oldfieldname": "contact_by", + "oldfieldtype": "Link", + "options": "User", + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0, + "width": "75px" + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "description": "", + "fieldname": "contact_date", + "fieldtype": "Datetime", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "Next Contact Date", + "length": 0, + "no_copy": 0, + "oldfieldname": "contact_date", + "oldfieldtype": "Date", + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "column_break2", + "fieldtype": "Column Break", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "length": 0, + "no_copy": 0, + "oldfieldtype": "Column Break", + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0, + "width": "50%" + }, + { + "allow_bulk_edit": 0, + "allow_on_submit": 0, + "bold": 0, + "collapsible": 0, + "columns": 0, + "fieldname": "to_discuss", + "fieldtype": "Small Text", + "hidden": 0, + "ignore_user_permissions": 0, + "ignore_xss_filter": 0, + "in_filter": 0, + "in_global_search": 0, + "in_list_view": 0, + "in_standard_filter": 0, + "label": "To Discuss", + "length": 0, + "no_copy": 1, + "oldfieldname": "to_discuss", + "oldfieldtype": "Small Text", + "permlevel": 0, + "print_hide": 0, + "print_hide_if_no_value": 0, + "read_only": 0, + "remember_last_selected_value": 0, + "report_hide": 0, + "reqd": 0, + "search_index": 0, + "set_only_once": 0, + "unique": 0 + }, { "allow_bulk_edit": 0, "allow_on_submit": 0, @@ -435,7 +593,7 @@ "in_global_search": 0, "in_list_view": 0, "in_standard_filter": 0, - "label": "", + "label": "Items", "length": 0, "no_copy": 0, "oldfieldtype": "Section Break", @@ -986,164 +1144,6 @@ "unique": 0, "width": "50px" }, - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 1, - "collapsible_depends_on": "contact_by", - "columns": 0, - "fieldname": "next_contact", - "fieldtype": "Section Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Next Contact", - "length": 0, - "no_copy": 0, - "permlevel": 0, - "precision": "", - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "Your sales person who will contact the customer in future", - "fieldname": "contact_by", - "fieldtype": "Link", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 1, - "label": "Next Contact By", - "length": 0, - "no_copy": 0, - "oldfieldname": "contact_by", - "oldfieldtype": "Link", - "options": "User", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0, - "width": "75px" - }, - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "description": "Your sales person will get a reminder on this date to contact the customer", - "fieldname": "contact_date", - "fieldtype": "Datetime", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "Next Contact Date", - "length": 0, - "no_copy": 0, - "oldfieldname": "contact_date", - "oldfieldtype": "Date", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "column_break2", - "fieldtype": "Column Break", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "length": 0, - "no_copy": 0, - "oldfieldtype": "Column Break", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0, - "width": "50%" - }, - { - "allow_bulk_edit": 0, - "allow_on_submit": 0, - "bold": 0, - "collapsible": 0, - "columns": 0, - "fieldname": "to_discuss", - "fieldtype": "Small Text", - "hidden": 0, - "ignore_user_permissions": 0, - "ignore_xss_filter": 0, - "in_filter": 0, - "in_global_search": 0, - "in_list_view": 0, - "in_standard_filter": 0, - "label": "To Discuss", - "length": 0, - "no_copy": 1, - "oldfieldname": "to_discuss", - "oldfieldtype": "Small Text", - "permlevel": 0, - "print_hide": 0, - "print_hide_if_no_value": 0, - "read_only": 0, - "remember_last_selected_value": 0, - "report_hide": 0, - "reqd": 0, - "search_index": 0, - "set_only_once": 0, - "unique": 0 - }, { "allow_bulk_edit": 0, "allow_on_submit": 0, @@ -1189,7 +1189,7 @@ "issingle": 0, "istable": 0, "max_attachments": 0, - "modified": "2017-08-07 21:25:10.836517", + "modified": "2017-08-21 02:07:46.486433", "modified_by": "Administrator", "module": "CRM", "name": "Opportunity",