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Create a new Frappe app next_crm_ext to host all CRM enhancements and features as modular without modifying the Frappe CRM.
List down all the features developed in Next CRM and its dependent apps/modules. As of now, I found three doctypes:
CRM Stage Change Log (used on CRM Deal to log sales-stage transitions; in Next CRM it's crm_stage_change_log on Opportunity).
Opportunity StatusChecklist` (child table referenced by the custom_checklist field on Sales Stage — rename to CRM Deal Stage Checklist).
CRM Note Attachment (child table equivalent of ncrm_attachments, to attach multiple files to a CRM Note).
Setup app structure and configure via hooks.py that should also enable fixtures.
Move all additional fields from Next CRM into Frappe CRM using fixtures (make sure only must-have fields are moved).
Implement SLA tracking as a standalone module that has "CRM SLA Policy" and "CRM SLA Log".
Apply SLA on lead/deal creation and track response/resolution time
Create and configure pipeline stages using the doctype, which will have probability field and sequence order
Gmail Thread integration-- Next CRM has a link_gmail_threads helper and opportunistically calls it if frappe_gmail_thread is installed. Port this to the extension.
Gmail Add-on is used with Next CRM leads, opportunities, activities, and contacts. This add-on also needs an update.
cc @dpk404 if you have any other details add here.
Create a new Frappe app
next_crm_extto host all CRM enhancements and features as modular without modifying the Frappe CRM.List down all the features developed in Next CRM and its dependent apps/modules. As of now, I found three doctypes:
CRM Stage ChangeLog (used on CRM Deal to log sales-stage transitions; in Next CRM it's crm_stage_change_log on Opportunity).Opportunity StatusChecklist` (child table referenced by the custom_checklist field on Sales Stage — rename to CRM Deal Stage Checklist).CRM Note Attachment(child table equivalent of ncrm_attachments, to attach multiple files to a CRM Note).probability fieldandsequence ordercc @dpk404 if you have any other details add here.