Wednesday, April 15, 2020
1 change · master
Enhancements to existing features
Customer and lead enrichment details from Clearbit are now shown using one shared format across partner creation, lead enrichment, and lead generation. This reduces inconsistent notes, makes sales information easier to read, and keeps extra email addresses available in the detail note while using only the first email on generated leads.
Original PR description
PURPOSE We make multiple calls to the clearbit API and the returned information are shown in various different templates, although they contain the same information. The purpose of this commit is to…
PURPOSE We make multiple calls to the clearbit API and the returned information are shown in various different templates, although they contain the same information. The purpose of this commit is to unify the templates into a single one to reduce code size and improve coherence. SPECIFICATIONS Currently, we have 3 ways of reaching out to the IAP clearbit api: - When creating a partner (autocomplete service) - When enriching an existing lead based on its email address - When generating leads using the "Geneate Leads" button or using the website visitors Every time we use the service, we log a note in the model's chatter containing all the information returned by the cleabit service (estimated annual revenue, media links, sector, ...). Though using different endpoints and methods, all the calls essentially return the same data, and the templates could be unified for consistency. This is the goal of this commit. We merge the 3 separate templates of each modules into a unique template that always renders the same information to the end user. To do that, we had to find a common module to store the template, we chose "partner_autocomplete" as it's installed anyway as soon as "crm_iap_lead_*" is installed. LINKS PR #40349 Task 2081471