General Description of the Feature
Sales team members are tasked with monitoring and maintaining inquiries within designated timeframes.
To streamline this process, two new fields, namely 'Edit Until' and 'Close Until,' have been introduced to the Inquiry entity. These fields serve to establish clear deadlines for editing and closing inquiries.
The 'Edit Until' and 'Close Until' fields are implemented in the Inquiry creation form, Inquiry card page, and as columns in the Inquiry grid list. The default date values for these fields are determined by the setup keys "InquiryEditUntilDays" and "InquiryCloseUntilDays," which configure the number of days from the current date for editing and closing inquiries.
Users have the flexibility to edit and modify the values of these fields on the Inquiry card page's Details tab, with changes being saved using the implemented Save button.
Business Benefit
The addition of the 'Edit Until' and 'Close Until' fields enhances efficiency within the sales team by providing clear deadlines for inquiry management tasks.
Configuration
Setup Keys
- InquiryEditUntilDays
- InquiryCloseUntilDays
Additional Information
Resource Key | Text |
OD0014589 | Edit Until |
OD0014590 | Close Until |
OD0014591 | Inquiry Edit Until Days |
OD0014592 | Inquiry Close Until Days |
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