Description
User Story
As a Development Manager/Officer, I need to ensure that the “Decision Maker” of Gifts in will (GIW) opportunities, are easily identifiable, throughout its life cycle.
Such that, I am aware at all times, who is driving the GIW interest.
Acceptance Criteria
Turn off the current automation to add contact roles to Opportunities when a Contact is created/updated/deleted (For all record types)
Amend the existing logic that adds the contact roles to Opportunity when created - To add only for Household Account Opps with only one contact and set the Primary true, Role Associated contact and copy phone and email
Throw and error when stage is changed and Contact Role with Primary contact blank throw an error
For existing opportunities when there is a stage change the users can see error if there is no contact role with Primary checkbox ticked
Add the Contact Roles tab next to Details tab (GIW opportunities)
Add the Contact Roles tab next to Details tab - Swap the Soft Credits Tab confirmed by Monica
Gift/Pledge Opportunities - Can’t move back the stages from Gift Handover to backwards (Check if existing?)
Data Cleanup for existing Opportunities with Contact Roles - jessica.wood Monica Kluegel AlainGasquet to discuss and agree
Technical Design:
Update the existing flow - Usyd move contacts related to Account to Contact Roles => To add contact role when Opportunity is created (where Account record type = Household and has only one contact linked)
Remove the code logic to add contact automatically to Opps when a new contact created
Add a logic and validation to throw an error when an Opportunity stage changed
Add contact role tab to the page in GIW
Move the contact role tab up in the page related to Gift/Pledge record type
Test Scenario: