Drop Account when editing Contact or Opportunity
Reported by Mike Dvorkin | May 3rd, 2010 @ 09:13 PM | in 0.9.11 "Euwe"
It should be possible to remove account when editing existing Contact or Opportunity. The Account: dropdown should include "-- None --" entry to force that. The account should also be dropped if user picks [create new] and leaves the account field blank.
Comments and changes to this ticket
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Mike Dvorkin May 10th, 2010 @ 08:12 PM
(from [6892eae7a95655fcc5a643498b42d615c13ccaf6]) Allow to detach an account when editing a contact [#184 state:open] http://github.com/michaeldv/fat_free_crm/commit/6892eae7a95655fcc5a...
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Mike Dvorkin May 10th, 2010 @ 08:12 PM
- State changed from “open” to “resolved”
(from [45ef25fbd76abc243cb17f5659f5693dcee984d3]) Allow to detach an account when editing an opportunity [#184 state:resolved] http://github.com/michaeldv/fat_free_crm/commit/45ef25fbd76abc243cb...
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johneria October 31st, 2024 @ 01:23 PM
Allowing the removal of an account when editing a Contact or Opportunity provides flexibility for scenarios where contacts or opportunities no longer need to be associated with any specific account. Including a "-- None --" option in the Account dropdown enables users to disassociate the account more intuitively without needing a workaround. Additionally, handling the "create new" option to default to blank if no account is specified ensures consistency and user control over account associations. These updates simplify the management process and align with user expectations for a seamless, flexible editing experience.
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Ruby on Rails CRM platform for Web 2.0 and beyond
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Mike Dvorkin
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Referenced by
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184
Drop Account when editing Contact or Opportunity
(from [6892eae7a95655fcc5a643498b42d615c13ccaf6])
Allow t...
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184
Drop Account when editing Contact or Opportunity
(from [45ef25fbd76abc243cb17f5659f5693dcee984d3])
Allow t...