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concept_discussion_-_company_stages [2019/01/02 14:00] admin [ClassType Changes] |
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| - | >> This page is a concept discussion. The goal of this page is to layout a topic for consideration and comment. The posting of the ideas contained within __in no way__ constitutes a decision or commitment by Cyrious to implement this idea. Cyrious is sharing this information in order to provide a public mechanism to solicit comments and thoughts on the idea. If you have comments, please post them on the Discussion board for this page. Cyrious staff receive and read all comments posted on these boards. | + | <html><div style=" |
| - | >> This document is written in the present tense. This is not because the feature exists, but because it is easier to write in this form and it makes the documentation easier to adapt if the feature is adopted. | + | <html><div style=" |
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| - | [[code_formatada]] | + | [[code_formatada|code format=" |
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| - | [[code]] | + | <code> |
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| ===== Reports ===== | ===== Reports ===== | ||
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| The following reports are included with this feature: | The following reports are included with this feature: | ||
| * **Company Stage Conversion Report by Salesperson** | * **Company Stage Conversion Report by Salesperson** | ||
| * **Sales by Company Stage** (for client stages) | * **Sales by Company Stage** (for client stages) | ||
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| ===== Technical Notes ===== | ===== Technical Notes ===== | ||
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| Additional technical notes: | Additional technical notes: | ||
| * The changing of a company stage is recorded as an activity in the company record. | * The changing of a company stage is recorded as an activity in the company record. | ||
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| * There are no Stages on Vendors or Personal accounts. If the Account is not a prospect or client, the Stage drop-down is suppressed (hidden). If the account is both a prospect or client //and// a vendor or personal account, the Stage is shown and the valid stage options displayed. | * There are no Stages on Vendors or Personal accounts. If the Account is not a prospect or client, the Stage drop-down is suppressed (hidden). If the account is both a prospect or client //and// a vendor or personal account, the Stage is shown and the valid stage options displayed. | ||
| * If Company Stages are not enabled, all traces of these enhancements are removed. | * If Company Stages are not enabled, all traces of these enhancements are removed. | ||
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| ===== Database Changes ===== | ===== Database Changes ===== | ||
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| The following fields would be added to the database. (Each new field is represented as TableName.FieldName below.) | The following fields would be added to the database. (Each new field is represented as TableName.FieldName below.) | ||
| - | * **[[sql_structure_-_account_tableaccount|Account]].StageID** (int) - This field would link to the Company Stage located in the [[sql_structure_-_element_tableelement_table|Element Table]]. | + | * **[[sql_structure_-_account_table]].StageID** (int) - This field would link to the Company Stage located in the [[sql_structure_-_element_table]]. |
| - | * **[[sql_structure_-_element_tableelement|Element]]** - There are no changes in this table, though the Company Stages are stored as rows. The class types for these records are: | + | * **[[sql_structure_-_element_table]]** - There are no changes in this table, though the Company Stages are stored as rows. The class types for these records are: |
| * 5511 - Prospect (Company) Stage | * 5511 - Prospect (Company) Stage | ||
| * 5512 - Client (Company) Stage | * 5512 - Client (Company) Stage | ||
| - | * **Store Options** - Additional store options are stored in the [[sql_structure_-_useroption_tableuseroption_table|UserOption Table]] (with ParentClassTypeID = 1000 to refer to the store) | + | * **Store Options** - Additional store options are stored in the [[sql_structure_-_useroption_table]] (with ParentClassTypeID = 1000 to refer to the store) |
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| ===== ClassType Changes ===== | ===== ClassType Changes ===== | ||
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| The following Class Types were added for this feature: | The following Class Types were added for this feature: | ||
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| - | | + | * 5512 - Client (Company) Stage in the [[sql_structure_-_element_table]] |
| - | * 5512 - Client (Company) Stage in the [[:sql_structure_-_element_tableelement|Element]] | + | |
| * 20515 - Company Stage Change Activity | * 20515 - Company Stage Change Activity | ||
| * 23182- Set Company Stage Macro Action in the xxxxx Table | * 23182- Set Company Stage Macro Action in the xxxxx Table | ||
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| ===== Source ===== | ===== Source ===== | ||
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| Contributor: | Contributor: | ||
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| Date: 11/2009 | Date: 11/2009 | ||
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| Version: Control 4.4+ | Version: Control 4.4+ | ||
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| - | ===== See Also ===== | ||
| - | * [[concept_discussion_-_company_tracking_system]] | ||
| - | * Backlinks [[include_pagepage_componentbacklinks]] | ||