@aglyn/aglyn 1.0.0-beta.185 → 1.0.0-beta.187
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/package.json
CHANGED
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@@ -1,6 +1,6 @@
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{
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"name": "@aglyn/aglyn",
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"version": "1.0.0-beta.
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"version": "1.0.0-beta.187",
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"license": "Apache-2.0",
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"homepage": "https://aglyn.com",
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"repository": {
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@@ -33,16 +33,16 @@
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"./package.json": "./package.json"
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},
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"dependencies": {
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"@aglyn/shared-data-enums": "1.0.0-beta.
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"@aglyn/shared-data-mdi": "1.0.0-beta.
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"@aglyn/shared-data-types": "1.0.0-beta.
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"@aglyn/shared-util-email": "1.0.0-beta.
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"@aglyn/shared-util-first-touch": "1.0.0-beta.
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"@aglyn/shared-util-http": "1.0.0-beta.
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"@aglyn/shared-util-logger": "1.0.0-beta.
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"@aglyn/shared-util-timestamp": "1.0.0-beta.
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"@aglyn/shared-util-tools": "1.0.0-beta.
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"@aglyn/shared-util-vendor": "1.0.0-beta.
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"@aglyn/shared-data-enums": "1.0.0-beta.187",
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"@aglyn/shared-data-mdi": "1.0.0-beta.187",
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"@aglyn/shared-data-types": "1.0.0-beta.187",
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"@aglyn/shared-util-email": "1.0.0-beta.187",
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"@aglyn/shared-util-first-touch": "1.0.0-beta.187",
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"@aglyn/shared-util-http": "1.0.0-beta.187",
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"@aglyn/shared-util-logger": "1.0.0-beta.187",
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"@aglyn/shared-util-timestamp": "1.0.0-beta.187",
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"@aglyn/shared-util-tools": "1.0.0-beta.187",
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"@aglyn/shared-util-vendor": "1.0.0-beta.187",
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"@data-driven-forms/react-form-renderer": "^4.2.0",
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"@msgpack/msgpack": "^3.1.3",
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"@types/unist": "^3.0.3",
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@@ -3817,7 +3817,7 @@ export const ASSIST_DOCS_INDEX = [
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title: 'Deals pipeline',
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heading: 'The board and the table',
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anchor: '#the-board-and-the-table',
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text: 'The section opens as a board of the chosen pipeline: one column per open stage, with Won and Lost folded away at the end until you expand them. Each card shows the deal\'s title, amount, the contact and company it is with, its owner, and how many days it has sat in its current stage. Drag a card between columns to move it, or use the card\'s menu to move it, mark it won, or mark it lost from the keyboard.\nAbove the board, three figures summarize what is open: the open count, the pipeline value (every open deal\'s amount, per currency) and the weighted value (each amount multiplied by its stage\'s probability).\nSwitch to the table for a paged list with the title, stage, amount, owner, expected close date, status and next activity of every deal in the pipeline, including the closed ones. The table\'s Filters panel narrows it by Status (open, won or lost), and Next activity › is empty keeps only the deals on the page with no open task scheduled against them — the ones the reports page counts as stuck.\nThe table\'s rows have checkboxes: tick some and a bulk bar appears above it to set their stage, set their owner, mark them lost with one reason, export them or delete them. Export CSV above the table downloads the deals on screen as deals.csv — title, pipeline and stage by name, the amount in major units beside its currency, the owner by email address, the expected close date, status, the contact and the company, when it closed, the lost reason and notes; the bar\'s
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text: 'The section opens as a board of the chosen pipeline: one column per open stage, with Won and Lost folded away at the end until you expand them. Each card shows the deal\'s title, amount, the contact and company it is with, its owner, and how many days it has sat in its current stage. Drag a card between columns to move it, or use the card\'s menu to move it, mark it won, or mark it lost from the keyboard.\nAbove the board, three figures summarize what is open: the open count, the pipeline value (every open deal\'s amount, per currency) and the weighted value (each amount multiplied by its stage\'s probability).\nSwitch to the table for a paged list with the title, stage, amount, owner, expected close date, status and next activity of every deal in the pipeline, including the closed ones. The table\'s Filters panel narrows it by Status (open, won or lost), and Next activity › is empty keeps only the deals on the page with no open task scheduled against them — the ones the reports page counts as stuck. Search finds a deal by any word of its title, the middle of a title too, across every deal of the status and pipeline on screen rather than only the page. While it holds a word, the table lists the matches a page at a time, and a notice says so if it read the 1,000 most recently changed deals rather than all of them.\nThe table\'s rows have checkboxes: tick some and a bulk bar appears above it to set their stage, set their owner, mark them lost with one reason, export them or delete them. Export CSV above the table downloads the deals on screen as deals.csv — title, pipeline and stage by name, the amount in major units beside its currency, the owner by email address, the expected close date, status, the contact and the company, when it closed, the lost reason and notes; the bar\'s Ex'
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},
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{
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path: '/content-and-data/crm/deals',
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@@ -4496,7 +4496,7 @@ export const ASSIST_DOCS_INDEX = [
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title: 'Saved views',
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heading: 'Filters on the other lists',
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anchor: '#filters-on-the-other-lists',
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text: '- Leads — Status, Email, Owner, Lead source and Campaign; see the leads list. The list reads the 200 most recently seen leads, and every filter and the search narrow those.\n- Companies — Company (starts with or is) and Owner reach every company; the search box is the same Company starts with filter. The list is paged, so one of the two applies at a time.\n- Deals (the table) — Status reaches every deal.
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text: '- Leads — Status, Email, Owner, Lead source and Campaign; see the leads list. The list reads the 200 most recently seen leads, and every filter and the search narrow those.\n- Companies — Company (starts with or is) and Owner reach every company; the search box is the same Company starts with filter. The list is paged, so one of the two applies at a time.\n- Deals (the table) — Status reaches every deal. The search box finds a deal by any word of its title, across the 1,000 most recently changed deals of that status and pipeline — for nearly every organization, all of them.\n- Tasks — Show is the task view (My tasks, Overdue, Today, Upcoming, All open, Done) and reaches every task; Kind, Priority and Assignee, and the search over title and notes, narrow the rows that view loaded.\nOn the contacts, companies and deals lists, Next activity › is empty keeps only the records with no open task scheduled against them (see next activity). It narrows the rows already loaded rather than the whole collection, the way a contacts filter that cannot be served does, and it stays beside the companies and deals lists\' one served filter.'
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},
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{
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path: '/content-and-data/crm/views',
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