Patch 1.5.1

Improvements

Partner portal

1. Now, you can configure the tabs and columns displayed in the history of the partner portal Activity Feed on the forms of opportunities and opportunity registrations. You can find detailed information about the configuration of the CRM Activity Feed Partner Portal widget in the documentation.
2. The Closure date field of the opportunity form is now read-only for the portal users.
3. We have enabled the versioning for the Sales Direction Portal table. Now the creation, update and deletion of the table records can be added to the local packages during the development.
4. We have shortened the titles of the partner portal entities in Russian.

Lead form

1. We have added a new Record URL column that contains the link to the created lead. It allows the users to instantly open the required record when they download the report without having to search for it in the system.
2. Now a contact of type Company is automatically created when a lead with the completed Company name, Company website, and Company TIN fields is qualified.
3. We have modified the table ACL rules: a user with the crm_marketeer role now can edit the Marketing campaign field of an active lead.
4. We have added unfixed reference qualifiers, autocomplete, automatic clearing, and change of mandatory attribute for the following lead form fields:

Field	Logic
Marketing campaign	The default dictionary contains active campaigns in the Launched state.
Existing company	The field becomes mandatory if the New company checkbox is cleared. The default dictionary contains active records from the Customer company table with the Client relationship type.
Partner company	If the current field is empty and the Partner representative field is completed, the current field is completed automatically with the active partner company the representative is related to. If the current field and the Partner representative field are completed, the default dictionary contains the active partner company the representative is related to. If the Partner representative field is empty, the default dictionary contains all active partner companies.
Partner representative	If the Partner company field is completed, the default dictionary contains active representatives of the specified partner. If the Partner company field is empty, the default dictionary contains active representatives of any partners.
Sales direction	If the Responsible field is completed, the default dictionary contains sales directions of the responsible employee. If the Responsible field is empty, the default dictionary contains sales directions of the current user. If the Responsible field is empty and the current user has the crm_admin role, the default dictionary contains all sales directions.
Responsible	If the Sales direction field is completed, the default dictionary contains active employees of the specified sales direction. If the Sales direction field is empty, the default dictionary contains active employees of the current user's sales direction. If the Sales direction field is empty and the current user has the crm_admin role, the default dictionary contains all active employees.
Service/Product	If the Sales direction field is completed, the default dictionary contains services and products related to the specified sales direction. If the Sales direction field is empty, the dictionary is empty.
Location (city)	The default dictionary contains locations of the City level.
Competitors	The default dictionary contains active records of the Customer Company table with the Competitor relationship type.
Decision maker	The field becomes non-mandatory if the Contact person level field is set to Decides single-handedly. The default dictionary contains active records of the Customer Contact table related to the company specified in the Existing company field.

Opportunity form

1. We have added a new Record URL column that contains the link to the created opportunity. It allows the users to instantly open the required record when they download the report without having to search for it.

2. The Close as won UI-action is now available to the manager of the responsible employee when the opportunity is in the Open status and the progress status is In progress.

3. Now, when a lead is disqualified with the Demand is not generated disqualification code, the Power field of the created opportunity is automatically filled in with the value of the Decision maker field.

4. Now, when an opportunity is closed as lost and the Competitor field is completed, the Comment field becomes non-mandatory. If the Comment field is completed, the Competitor field becomes non-mandatory.

5. We have hidden the Documents field from the opportunity form.

6. When a contract is created from the opportunity form, the contract fields are automatically completed with the values of the opportunity fields. You can edit them.

   Autocompelte of the contract fields

   Opportunity form field	Contract form field
   Potential customer	Customer
   Name	Subject
   Responsible	Responsible
   Vendor	Provider
   Estimated revenue	Total cost
   Description	Description

7. We have added unfixed reference qualifiers, autocomplete, automatic clearing, and change of mandatory attribute for the opportunity form fields:

Field	Logic
Partner	If the current field is empty and the Partner contact field is completed, the field is automatically completed with the active partner company to which the contact is related. You can change the value. If the current field and the Partner contact field are completed, the default dictionary contains the active partner company the contact is related to. If the Partner contact field is empty, the default dictionary contains all active partner companies.
Partner contact	If the Partner company field is completed, the default dictionary contains active contacts of the specified partner. If the Partner field is empty, the default dictionary contains active contacts related to any partners. If the Partner field is cleared, the Partner contact field is also cleared automatically.
Vendor	The default dictionary contains companies of the Vendor class.
Sales direction	If the Responsible field is completed, the default dictionary contains sales directions of the responsible employee. If the Responsible field is empty, the default dictionary contains sales directions of the current user. If the Responsible field is empty and the current user has the crm_admin role, the default dictionary contains all sales directions.
Responsible	If the Sales direction field is completed, the default dictionary contains active employees included in the specified sales direction. If the Sales direction field is empty, the default dictionary contains active employees included in the sales directions of the current user. If the Sales direction field is empty and the current user has the crm_admin role, the default dictionary contains all active employees.
Service/Product	If the Sales direction field is completed, the default dictionary contains services and products related to the specified sales direction. If the Sales direction field is empty, the default dictionary is empty.
Location (city)	The default dictionary contains locations of the City level.
Potential customer	If the current field is empty and the Customer contact field is completed, the current field is automatycally completed with the active company to which the contact is related. You can change the value. If the current field and the Customer contact field are complete, the default dictionary contains active companies the contact is related to. If the Customer contact field is empty, the default dictionary contains all active companies with the Client relatioship type.
Customer contact	If the Potential customer field is completed, the default dictionary contains active contacts the customer is related to. If the Potential customer field is empty, the default dictionary contains active contacts related to active companies with the Client relationship type. If the Potential customer field is cleared, the current field is cleared as well.
Competitors	The default dictionary contains active companies with the Competitor relationship type.
Receptivity Dissatisfaction Power	If the Potential customer fild is completed, the default dictionary contains active contacts related to the customer. If the Potential customer field is empty, the default dictionary contains all active contacts related to active companies with the Client relationship type.
Pains Crucial criteria Incidental criteria	The dictionary records are now sorted alphabetically. If the Service/Product field is empty, the default dictionary is empty. If the Service/Product field value changes, the current field is cleared.