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Next CRM Change Log

Next CRM — Integrating Frappe CRM seamlessly with ERPNext's CRM Module

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GitHub repo link: https://github.com/rtCamp/next-crm

DocType replacements at a glance

In Next CRM, we have replaced several DocTypes from Frappe CRM with the corresponding DocTypes from ERPNext. Below is a quick comparison of the replacements:

For more detailed information, including the module each replacement belongs to, newly introduced fields, and other changes, please proceed to the next section

Frappe CRM	Next CRM
Organization	Customer
CRM Industry	Industry Type
CRM Territory	Territory
CRM Holiday	Holiday
CRM Holiday List	Holiday List
CRM Lead	Lead
CRM Lead Source	Lead Source
CRM Deal	Opportunity
CRM Service Day	Service Day
CRM Service Level Priority	Service Level Priority
CRM Task	ToDo
FCRM Note	NCRM Note

DocTypes retained from Frappe CRM

The following DocTypes have been retained from the Frappe CRM app due to the lack of direct replacements in ERPNext or because their replacement would require non-trivial customizations to existing DocTypes:

Name
CRM Form Script
Twilio Settings
CRM Call Log
Twilio Agents
FCRM Note
CRM Communication Status
CRM Status Change Log
CRM Contacts
CRM Service Level Agreement
ERPNext CRM Settings

DocTypes kept from Frappe CRM for UI

The following DocTypes are kept for the purpose of tweaking Next CRM UI or functionality.

Name
CRM View Settings
CRM Fields Layout
CRM Settings
CRM Notification
CRM Lead Status
CRM Deal Status

DocType changes in detail

Changes done to DocTypes in detail, such as what all new fields are introduced, what doctypes are replaced with which and what properties are changed.

CRM Lead

Replaced With	Module
Lead	CRM

Field mapping:

ERPNext		Frappe CRM
Organization Name	company_name	Organization	organization
NOT PRESENT		SLA Fields
NOT PRESENT		Converted
NOT PRESENT		Log	status_change_log

New fields introduced:

Name	Field Name	Field Type
Converted	converted	Check
SLA	sla	Link
SLA Creation	sla_creation	Datetime
SLA Status	sla_status	Select
Communication Status	communication_status	Link
Response By	response_by	Datetime
First Response Time	first_response_time	Duration
First Responded On	first_responded_on	Datetime
Log	status_change_log	Child Table

Property Setter:

Name	Old Field Type	New Field Type	Options
Status	Select	Link	CRM Lead Status

CRM Deal

Replaced With	Module
Opportunity	CRM

Field mapping:

ERPNext		Frappe CRM
Party	party_name	Lead	lead
Opportunity Owner	opportunity_owner	Deal Owner	deal_owner
Opportunity Date	transaction_date	Close Date	close_date
NOT PRESENT		Next Step	next_step
Probability (%)	probability	Probability	probability
DIFFERENT TYPE		Status	status
Company	company	Organization	organization
Series	naming_series	Naming Series	naming_series
Contacts	Fields	Contacts	CHILD TABLE
NOT PRESENT		Lead Name	lead_name
Customer Name	customer_name	Organization Name	organization_name
Opportunity Amount	opportunity_amount	Amount	annual_revenue
NOT PRESENT		Salutation	salutation
NOT PRESENT		First Name	first_name
NOT PRESENT		Last Name	last_name
Contact Email	contact_email	Email	email
Contact Mobile	contact_mobile	Mobile No	mobile_no
Phone	phone	Phone	phone
NOT PRESENT		Gender	gender
Contact Person	contact_person	Contact	contact
NOT PRESENT		SLA Fields
NOT PRESENT		Log	status_change_log

Field not added:

Name	Field Name	Field Type
Next Step	next_step	Data

New fields introduced:

Name	Field Name	Field Type
Customer	customer	Link
SLA	sla	Link
SLA Creation	sla_creation	Datetime
SLA Status	sla_status	Select
Communication Status	communication_status	Link
Response By	response_by	Datetime
First Response Time	first_response_time	Duration
First Responded On	first_responded_on	Datetime
Lead	lead	Link
Contacts	contacts	Child Table
Salutation	salutation	Link
First Name	first_name	Data
Last Name	last_name	Data
Gender	gender	Link

Property Setter:

Name	Old Field Type	New Field Type	Options
Status	Select	Link	CRM Deal Status

Name	Field Type	Default
Opportunity From	opportunity_from	Lead

CRM Territory

Replaced With	Module
Territory	Setup

Field mapping:

ERPNext		Frappe CRM
Parent Territory	parent_territory	Parent CRM Territory	parent_crm_territory

CRM Service Day

Replaced With	Module
Service Day	Support

CRM Holiday

Replaced With	Module
Holiday	Setup

Field mapping:

ERPNext		Frappe CRM
Date	holiday_date	Date	date

CRM Holiday List

Replaced With	Module
Holiday List	Setup

CRM Lead Source

Replaced With	Module
Lead Source	CRM

CRM Industry

Replaced With	Module
Industry Type	Selling

CRM Organization

Replaced With	Module
Customer	Selling

New fields introduced:

Name	Field Name	Field Type
Annual Revenue	annual_revenue	Currency
No. of Employees	no_of_employees	Select

Field mapping:

ERPNext		Frappe CRM
Company	company_name	Organization Name	organization_name
Default Currency	default_currency	Currency	currency
Image	image	Organization Logo	organization_logo
NOT PRESENT		Annual Revenue	annual_revenue
Customer Primary Address	customer_primary_address	Address	address
NOT PRESENT		No. of Employees	no_of_employees

CRM Service Level Priority

Replaced With	Service Level Priority
Module	Support

CRM Task

Replaced With	Module
ToDo	Desk

Field mapping:

ERPNext		Frappe CRM
Reference Type	reference_type	Reference Docname	reference_doctype
Reference Name	reference_name	Reference DocType	reference_docname
Allocated To	allocated_to	Assigned To	assigned_to

Property Setter:

Name	Field Type	Default	Old Options	New Options
Status	Select	Open	Open Closed Cancelled	Backlog Open In Progress Closed Cancelled

New fields introduced:

Name	Field Name	Field Type
Title	custom_title	Data