Lead creation

wrongecho

Creating a lead via client_leads.php creates a client, not a lead. You then have to edit the client and select the "Is lead" checkbox - this should be pre-checked as part of creating the lead.

johnny

Hi @wrongecho

We merged leads into client management which clears up an extra spot on the side nav.

When creating a client you can now select if they are a lead.

We will soon merge other statuses so instead of is lead we will have client status Lead, Active, Inactive

Bigbug

Maybe you should change [Leads] button to radio button group of 2 buttons [Clients] and [Leads] and the default should be "Clients"

the same as in /categories.php

I think It'll give it a better look and improve GUI stability over the app

Thanks!

Bigbug

johnny Yea… that's what i wrote

Bigbug to radio button "group"

johnny

I like it and here is the outcome

see commit

itflow-org/itflow174a8d9

Bigbug

johnny I think should be like in /categories.php

No?

johnny

Oh you mean grouped, yeah I think so should be an easy thing to do

johnny

gotchya

Bigbug

And I think that when leads is selected, the [+ New Client] button should change to [+ New Lead]

johnny

here we go

itflow-org/itflowbe279b4

Bigbug

Great! I think you can mark solved (and go on to the next one🙂)

johnny

Yes Sir ;-)

Bigbug

Hi, @johnny I think you should put back the filter button to its original place; like on all other pages, I think it should be consistent over the app

Right now it's like this:

Should be back like this:

johnny

Hi @Bigbug I was playing around with possibly moving the filter over to the right everywhere, whats your thoughts on this?

Bigbug

Right side:

Left side:

johnny

Hi @Bigbug I feel this is not in the right place, im going to open a seperate forum post on this?

Bigbug

Yea.. i think you can split this thread