v1.x and v2.0+ - Missing the ability to assign Account Manager and Owner

[rjledger]

Do not know how I missed this one:

If you go to Account(s) and add an Account you can select the Account manager and the "Owner".

However, if you use the "Quick Action" to Add Account/Contact you cannot -

Notice - not ALL "codes" are legit for an Owner - it has to be an "Active" user(ID), or Team - never a template or "retired" user

[rjledger]

2.1 is "broken as well - Just verified it.

[rjledger]

2.2 is "broken" as well - just verified it

[jbest84]

@rjledger QA has filed a defect in our system for this. It will get worked into 2.3.

[jbest84]

Fixed in commit: 2ed6be9

[jbest84]

@rjledger The other issue you filed deals with active/template users. I see you mentioned it in here as well. It was fixed in commit: b84f26c

[rjledger]

I'll "hack" this (commit: b84f26c) into my 2.x (currently 2.2) and test it out this weekend - after the 4th celebration of course ;-)

[rjledger]

Ran a test and ran into on issue so far:
The fix to "Owner" is not filtering out Departments - Departments cannot be "owners".

[jbest84]

@rjledger The web client currently allows Departments for 8.0. Are departments a problem with sync too? I had QA look and we were not able to find any open defects around this for 8.0.

[rjledger]

OK.. so I’d say it’s broken defective in the web also. If you look at the Windows/LAN client you will see it has never allowed departments (14+ years of never ;-)

Users (both the “default” as well as the USERID – “pr” (pr-records), teams, and “everyone” (SYST00000001) are the only OOTB legal owners/SECCODEID values.

Also, check the Saleslogix documentation & with the training folks – same thing.

RJLedger – www.rjlsystems.nethttp://www.rjlsystems.net/
Blog: www.rjlsystems.net/blog.html
Direct Phone: +1 603.369.3047 (alt: +1 508.809.9513)

From: Jason Best [mailto:notifications@github.com]
Sent: Friday, July 05, 2013 13:14
To: Saleslogix/argos-saleslogix
Cc: Robert Ledger
Subject: Re: [argos-saleslogix] v1.x and v2.0+ - Missing the ability to assign Account Manager and Owner (#45)

@rjledgerhttps://github.com/rjledger The web client currently allows Departments for 8.0. Are departments a problem with sync too? I had QA look and we were not able to find any open defects around this for 8.0.

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Reply to this email directly or view it on GitHubhttps://github.com//issues/45#issuecomment-20529585.

[jperona]

@rjledger we'll get it looked at to make sure we get a consistent story

[jbest84]

@rjledger In the meantime, you can cherry pick this commit if you want: 1226734

[rjledger]

John,
Sounds like a plan!

.. IMHO – it should work like the Windows/LAN world.. however, if you do change it, Windows/LAN should be changed as well since there’s a LOT of customers out there that run “hybrid/mixed” client environments. If anyone is different it causes conflicts/issues in the other.
rjl

RJLedger – www.rjlsystems.nethttp://www.rjlsystems.net/
Blog: www.rjlsystems.net/blog.html
Direct Phone: +1 603.369.3047 (alt: +1 508.809.9513)

From: John Perona [mailto:notifications@github.com]
Sent: Friday, July 05, 2013 13:36
To: Saleslogix/argos-saleslogix
Cc: Robert Ledger
Subject: Re: [argos-saleslogix] v1.x and v2.0+ - Missing the ability to assign Account Manager and Owner (#45)

@rjledgerhttps://github.com/rjledger we'll get it looked at to make sure we get a consistent story

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Reply to this email directly or view it on GitHubhttps://github.com//issues/45#issuecomment-20530495.

[rjledger]

@jason – will do!

RJLedger – www.rjlsystems.nethttp://www.rjlsystems.net/
Blog: www.rjlsystems.net/blog.html
Direct Phone: +1 603.369.3047 (alt: +1 508.809.9513)

From: Jason Best [mailto:notifications@github.com]
Sent: Friday, July 05, 2013 14:14
To: Saleslogix/argos-saleslogix
Cc: Robert Ledger
Subject: Re: [argos-saleslogix] v1.x and v2.0+ - Missing the ability to assign Account Manager and Owner (#45)

@rjledgerhttps://github.com/rjledger In the meantime, you can cherry pick this commit if you want: 12267341226734

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Reply to this email directly or view it on GitHubhttps://github.com//issues/45#issuecomment-20532162.

[rjledger]

Worked just fine!
Time to have a beer.. and quit for the weekend ;-)

RJLedger – www.rjlsystems.nethttp://www.rjlsystems.net/
Blog: www.rjlsystems.net/blog.html
Direct Phone: +1 603.369.3047 (alt: +1 508.809.9513)

From: Jason Best [mailto:notifications@github.com]
Sent: Friday, July 05, 2013 14:14
To: Saleslogix/argos-saleslogix
Cc: Robert Ledger
Subject: Re: [argos-saleslogix] v1.x and v2.0+ - Missing the ability to assign Account Manager and Owner (#45)

@rjledgerhttps://github.com/rjledger In the meantime, you can cherry pick this commit if you want: 12267341226734

—
Reply to this email directly or view it on GitHubhttps://github.com//issues/45#issuecomment-20532162.

[jbest84]

Cheers!