Idea:
Add Confirm / Progress Sales Process action for Business Opportunities in CRM Companion
Problem
In the web client a BO is created with Unconfirmed status and can be progressed/managed via sales-process actions (incl. Confirm/Process). CRM Companion lacks a documented way to confirm/progress a BO on mobile, forcing reps to wait for desktop and delaying funnel governance.
Why it matters
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Faster stage hygiene from the field; BO lands in the correct process immediately.
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Cleaner reporting and automation that hinge on BO status/transitions.
Proposed solution (mobile UX)
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On BO detail, expose a Process / Confirm button mirroring the web’s sales-process command set for the current BO state.
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Advance Stage: validates required actions, then moves the BO to the next stage.
Acceptance criteria
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Creating a BO in CRM Companion results in Unconfirmed status (same as web); user can perform Confirm from mobile after choosing the correct sales process.
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Available actions match web permissions & process definition; invalid transitions are blocked with server-side validation.
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All status changes sync offline/online consistently.
Technical notes
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Reuse existing server actions used in Handle Business Opportunity (Confirm/Process, Open, On Hold, Close) to minimize new backend.
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Honor CRM Process templates and authorization already enforced by web.
References
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“Enter Business Opportunity” (Unconfirmed on save). https://docs.ifs.com/ifsclouddocs/25r1/default.htm?openpage=https://docs.ifs.com/ifsclouddocs/25r1/CustomerRelationshipManagement/ActivityEnterBOHeader.htm
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“Handle Business Opportunity” (sales-process actions list). https://docs.ifs.com/ifsclouddocs/25r1/lang/en/ProcessModels/Process_Model/handlebusinessopportunity.htm?utm_source=chatgpt.com
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CRM Companion overview (Opportunity supported entity). https://docs.ifs.com/techdocs/Foundation1/040_administration/415_touch_apps/090_touch_apps/25_crm_companion/