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[IMP] crm_lead_to_task: Usability improves

Open u0f opened this issue 2 months ago • 0 comments

After merging “crm_project_task,” some usability issues were reported. The following improvements have been added:

  • Unified to a button in the lead with a wizard that always appears.
  • If a project is selected in the options, it will open by default in the wizard in read-only mode.
  • Within the wizard, you can:
    • Convert lead to task: this is how it worked before, where you can archive the lead and move the chatter to the task.
    • Create task and link: a task linked to the lead will be created, but the chatter will not be moved and the lead will not be archived.
    • README updated
    • New tests to cover up this improves.

https://www.loom.com/share/142ac524c4274a75b6aef5d1ef6feb5b

@moduon MT-11907

u0f avatar Oct 06 '25 13:10 u0f