Add CRM features: Additional Contacts, Lead Source, Ship-To Address; update Help docs
- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields) - Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields - Additional Contacts card on Customer Details with AJAX add/edit/delete - Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit - Customer Details: side-by-side billing/ship-to when ship-to is set - Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups) - Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter) - HelpKnowledgeBase.cs updated for all features above Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -41,6 +41,17 @@ public class Customer : BaseEntity
|
||||
public bool IsActive { get; set; } = true;
|
||||
public DateTime? LastContactDate { get; set; }
|
||||
|
||||
// CRM fields
|
||||
/// <summary>How the customer found the shop (Walk-In, Google Search, Customer Referral, etc.).</summary>
|
||||
public string? LeadSource { get; set; }
|
||||
|
||||
// Ship-to / alternate address (separate from billing address above)
|
||||
public string? ShipToAddress { get; set; }
|
||||
public string? ShipToCity { get; set; }
|
||||
public string? ShipToState { get; set; }
|
||||
public string? ShipToZipCode { get; set; }
|
||||
public string? ShipToCountry { get; set; }
|
||||
|
||||
// Notification preferences
|
||||
public bool NotifyByEmail { get; set; } = true;
|
||||
// NotifyBySms is only set to true after explicit staff-recorded consent (TCPA compliance)
|
||||
@@ -55,4 +66,5 @@ public class Customer : BaseEntity
|
||||
|
||||
public virtual ICollection<NotificationLog> NotificationLogs { get; set; } = new List<NotificationLog>();
|
||||
public virtual ICollection<Invoice> Invoices { get; set; } = new List<Invoice>();
|
||||
public virtual ICollection<CustomerContact> CustomerContacts { get; set; } = new List<CustomerContact>();
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user