CRM Entities reports
Added reports for CRM entities:
- accounts life time
- accounts by opportunities
- leads by date
- opportunities by sales workflow step
- won opportunities by period
These reports demonstrate the approach that we will follow to create other reports. Reports are presented using the Oro Grid.
Custom entities and custom fields
Custom fields can be added to entities marked as extended. This ability was added to the Contact, Leads and Opportunity entities as an example. These fields are added on edit/create form, view page and grid (according to configuration).
Custom entities management appears in System -> Entities -> … sub-menu, after creating and applying schema.
Added ability to import/export contacts from/to CSV format.
Account association with contacts
Implemented a more intuitive way to assign contacts to an account from “Account edit” page. Grid with contacts appears in a popup after clicking on “Add” button, selected contacts are presented as “business cards” with short information, user can see more details clicking on a card title. Added ability to choose “Default” contact for an account, first and last name of this contact will be shown in accounts grid.