General Description of the Feature
A new field was added in the Dealer unit and now the user has the opportunity to add a team instead of an employee.
If both 'Employee' and 'Team' field are filled in then the 'Team' will be ignored.
When a 'Team' is filled in then an Inquiry Handler should be declared.
In Dealer Unit Grid List a new Column appears
A new API is sent and an Inquiry is created. In the Inquiries Grid List the Inquiry is assigned to Inquiry Handler and a notification is sent.
When a new Inquiry is created from the plus button in the Inquiry Grid List:
If a team is selected then the Inquiry is assigned to a team and the Inquiry handler of this team
If no team is assigned (no Inquiry handler) it is assigned to the user logged in
A new column appears in Inquiries Grid List
A new filter field appears in Inquiries Grid List
Create New Inquiry Popup
Three new fields have been added:
- Branch (informational)
- Location. Shows the locations under the selected branch (informational)
- Team. No selection by default, however if selected, the inquiry will be assigned to the team member who is the Inquiry Handler. If no Inquiry Handler exists for that team, then the inquiry is assigned to the current user. Dropdown options depend on the selected Branch.
To filter the Branch list based on the Dimension Permission of the User, the entity IDMS_BRANCH_FROMIDMSDB_VIEW should be included in the Entity Dimension table. By doing so, the drop-down will read and fetch data from the view taking into account their dimensions
Business Benefit
Instead of having a specific user to be assigned, an Inquiry can be created for the team – a specific group of people.
Configuration
Administration and Process pages
~/SetupEntities/List/SalesAndLeads/IDMS_DEALER_UNIT”.
Additional Information
Database changes
1.1 New fields at @IDMS_INQUIRYBUFFER
At the entity “@IDMS_INQUIRYBUFFER” we added two new fields:
Name | Type |
U_IDMS_ProgressStarted | INTEGER |
U_IDMS_TeamId | NVARCHAR 254 |
These fields are used to store if the progress of the inquiry has started and the team that the inquiry is assigned to.
1.2 New field at @IDMS_DEALER_UNIT
At the entity “@IDMS_DEALER_UNIT” we added a new field:
Name | Type |
U_IDMS_TeamId | NVARCHAR 254 |
This field is used to contain the team that the inquiry will be assigned.
1.3 New field at IDMS_INQBUFFER_NORMALIZED_VIEW
At the view “IDMS_INQBUFFER_NORMALIZED_VIEW” we exposed the “TeamID” and “Description” from TEAM and the value of “U_IDMS_ProgressStarted”.
Setup page of Dealer Unit
At the existing setup page of Dealer Unit “~/SetupEntities/List/SalesAndLeads/IDMS_DEALER_UNIT”.
How to add an Inquiry Handler
Choose a team i.e. https://od-qa-sql-current.onedealer.com/UserManagement/Team?teamId=fZeZDRqRo0iGFViaQjrjxg
Navigate to users tab. On the right side choose a team member and the from the dropdown list 'Set Team Position Type'. On the Pop up window choose the position type 'Inquiry Handler' and press Save. The position type is updated and is now displayed in the relevant column.
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