Swipeable Cell Changes

Throughout the app

• All Swipeable Cells should be modified such that they have a visual indicator “|||” (see mockup) that they can be swiped on the right edge of the cell.

Home Page

• To-Do List and Calendar Swipeable cells currently do not align properly

  • When swiped, only the header/non-expanded portion should move from the swipe.

  • The hidden buttons should be aligned under this header, not at the vertical center.

Account Screen Changes

Create Quote

• This button should be re-enabled.

• When tapped the user should be presented two options with our standard Popover Submenu

  • DP

    • When tapped open a webview to a specified URL (this url will be populated later)

  • Rental

    • When tapped

      • If Opportunity exists that has a type other than “Direct Purchase”, present a webview pointed at frontdoor URL “https://Apttus-Proposal.{pod}.visual.force.com/apex/OpportunityProposalCreate?scontrolCaching=1&id={opportunity.id}” using the most recent (by lastModifiedDate) Opportunity.

      • If no non-Direct Purchase opportunity exists, open the Create Opportunity Form, and display an ErrorViewController saying “Cannot create a Quote without a Rental Opportunity!”

Show Content

• When a Content item from the Show Panel is opened in a Modal

  • The Modal window should have an “Email” button displayed to the left of the Print Button.

  • When tapped, Create an MFMailComposeViewController and automatically attach that Content File to the email, and allow them to edit the details of the email.

  • The initializer for Modal Windows should have a new boolean flag that can be passed in for “isExternal” to indicate whether this button should show or not.

Leads Screen Changes

Call-In Leads

• Fields for this cell should be shown in the following columns:

  • Column 1

    • Name

    • Title

    • Email

    • Address

  • Column 2

    • Existing Program (yes/no)

    • Industry

    • # of Employees

    • Interests Field

  • Column 3

    • Description

    • Comments

• Need to modify the Call-In-Leads cell such that the following fields are editable Text Areas (following the design mockup):

  • Phone Number

  • Email Address

  • Desc

  • Comments

• If any of the editable fields are changed on the Call-In-Leads cell, the Action Dropdown should be changed to have “Update Lead” selected, with “Undo Changes” as the only other option. The Done Button should be put in the active state as if the user had selected an action manually.

  • If user selects “Update Lead”

    • Update changed fields on the local Lead object

    • Make a POST request to “/2.0/Notifications/Leads” passing:

      • “action” : “update”

      • “lead” : Dictionary with values -

        • “id” : lead.id

        • “Phone” : lead.phone

        • “Email” : lead.email

        • “Description” : lead.description

        • “Comments__c” : lead.comments

    • Re-set the Action Dropdown to the actions available from configuration

    • Set the Done button to its inactive, non-red state.

  • If user selects “Undo Changes”

    • Re-populate all changed fields with the original value from the Lead

    • Re-set the Action Dropdown to the actions available from configuration

    • Set the Done button to its inactive, non-red state.

Configure New Cells For Panels and Format Them

• All Panels retain Company, Phone, Location, Added, and Action on the un-expanded view.

• Web Leads

  • Column 1

    • Name

    • Title

    • Email

    • Email Sign-Up

    • Address

  • Column 2

    • Existing Program

    • Bid Package

    • Industry

    • # of Employees

    • Interests Block (current solution for cell.additionalLabel)

      • Uniform Rental Program

      • Purchase Program

      • Facility Services Program

      • Flame Resistant Apparel

      • National Program

      • Currently Seeking National Program

      • Other

  • Column 3

    • Description

    • Comments

• RSR/Field Lead

  • Column 1

    • Name

    • Title

    • Email

    • Address

  • Column 2

    • Lead Source

    • Submitted By (new field)

    • Submitter’s Phone (new field)

    • Industry

  • Column 3

    • Description

    • Comments

• New Business Lead

  • Column 1

    • Name

    • Title

    • Email

  • Column 2

    • Address

  • Column 3

    • Line of Business

• Marketing Lead

  • Marketing leads should NOT have any Actions or Done button.

  • Company Name should be a button, which when tapped takes the user to the Account Screen for an account of Contact.AccountId

  • Column 1

    • Name

      • Should be a button, which when tapped takes the user to the Account Screen for an account of Contact.AccountId, and automatically drilling into the Contact TableView to the Contact.Id cell.

  • Column 2

    • Title

    • Role

  • Column 3

• • Email