feat: CRM Cleanup with tab view and dedicated tab for open activities, tasks and notes

[nabinhait]

• Tab View in Lead, Opportunity and Prospect form
  • Rearranged all existing fields
  • Added a few missing fields
• A dedicated "Activities" tab to show all open tasks and events, as these are the most important thing in a CRM
  • Open Tasks
  • Open Events
  • All Activities
• A dedicated tab for keeping notes
• The open tasks/events and all the communications and notes synced between Lead, Opportunity and Prospect
• A lead is disabled/read-only after being converted into an opportunity
• All the linked leads and opportunities are listed under a prospect
• Automatically create Prospect/Contact while making Opportunities from Lead

Lead Form

Opportunity Form

Prospect Form

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Activities Tab

New Task

New Event

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Notes Tab

New Notes

no-docs

[casesolved-co-uk]

@nabinhait
What is the new functionality to replace the notifications given by contact_date and contact_by that were removed by this commit from v14 onward?

Why hasn't the documentation been updated which still refers to these features?

https://docs.erpnext.com/docs/user/manual/en/opportunity

[michellealva]

@casesolved-co-uk most of the current CRM work is focussed on https://github.com/frappe/crm. Please check if it's useful to you.

[casesolved-co-uk]

@casesolved-co-uk most of the current CRM work is focussed on https://github.com/frappe/crm. Please check if it's useful to you.

Again, the priority being given to new features and products while your existing loyal customers are abandoned.

I hope you realise creating separate standalone products like CRM gets further away from what customers actually want, which is a robust, efficient, easy to use integrated product.