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[crm_industry] [TBD] List of use cases to propagate industry between partner and lead #397

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ygol opened this issue Jun 29, 2021 · 1 comment
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@ygol
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ygol commented Jun 29, 2021

List of cases where we want industry propagation:

  • case1: from a contact click on opportunity smart button and create an opportunity

  • case2: from crm kanban click on create. if partner, get industry with other existing values

  • case3: from lead click on convert to opportunity and choose create partner -- already works

  • case4: from opportunity edit and create partner

  • case5: from chatter click on send message, then "add as recipient and follower" open a wizard

  • case6: changing partner in opportunity

TBD

  • should an employee of a company get the same industry as the company? Would say yes
  • should we dynamically update/change the opportunity industry if different from partner industry? ask the user (alert)
  • should we dynamically update/change the partner industry if different from opportunity industry? ask the user (alert)

when using "industry" it referrs to the field: "industry_id" + "secondary_industry_ids"

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There hasn't been any activity on this issue in the past 6 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days.
If you want this issue to never become stale, please ask a PSC member to apply the "no stale" label.

@github-actions github-actions bot added the stale PR/Issue without recent activity, it'll be soon closed automatically. label Apr 17, 2022
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