{% extends "base.html" %} {% load erp_tags labels %} {% block title %}{{ page_title }}{% endblock %} {% block content %} {# CRM create screens (crm.erp_views._CreatePage): the task list's New task and the lead list's New lead. #}
{% csrf_token %} {% if next %}{% endif %}

{{ page_title }}

{% if intro == "lead" %}

Saving runs intake, as for a web form: the person is matched to {% label "parties.party" article=True case="lower" %} (or added as one) and, unless it is a support request, the {% label "crm.lead" case="lower" %} opens or joins {% label "crm.engagement" article=True case="lower" %} with a "Respond to inquiry" {% label "crm.task" case="lower" %}.

{% elif intro == "task" %}

Put it on {% label "crm.engagement" article=True case="lower" %}, {% label "parties.party" article=True case="lower" %}, both or neither.

{% endif %}
{% if form.non_field_errors %}{% endif %} {% for section_title, fields in form_sections %}
{{ section_title }}
{% for field in fields %}
{% if field.name == "party" %}
{{ field|add_class:"form-control form-control-sm" }}
{% include "erp/crm/_new_party_link.html" %}
{% else %} {{ field|add_class:"form-control form-control-sm" }} {% endif %} {% if field.errors %}
{{ field.errors.0 }}
{% endif %} {% if field.help_text %}{{ field.help_text }}{% endif %}
{% endfor %}
{% endfor %} {% if form.definition_sections or form.hidden_definitions %} {% include "erp/_definition_fieldsets.html" %} {% endif %}
Cancel
{% endblock %} {% block javascripts %} {% include "erp/_party_search_js.html" %} {% endblock %}