Archive customer
%# Everything this customer touches, in the order it matters commercially:
%# what we might win, what we're building, who promised what, what we
%# decided, what we said. Capture's payoff is that this section fills in.
Opportunities
%if opportunities:
%for o in opportunities:
{{o.title}}
{{insights.money(o.value)}}
{{status_label(o.stage)}}
%end
%else:
No open deals with this customer.
%end
Projects
%if projects:
%for pr in projects:
{{pr.name}}
{{status_label(pr.status)}}
%end
%else:
Nothing being delivered for them right now.
%end
Commitments
%if commitments:
%for c in commitments:
%shown = insights.commitment_display_status(c)
{{c.description}}
{{status_label(shown)}}
{{c.person.name if c.person_id else 'Nobody'}}
%end
%else:
Nobody has promised them anything.
%end
Tasks
%if tasks:
%for t in tasks:
{{t.title}} {{status_label(t.status)}}
%end
%else:
No tasks linked to this customer yet.
%end
Decisions
%if decisions:
%for dcn in decisions:
{{dcn.title}} {{dcn.decided_on.strftime('%b %-d, %Y') if dcn.decided_on else ''}}
%end
%else:
No decisions recorded about them.
%end
Notes
%if notes:
%for n in notes:
{{n.title}} {{n.occurred_on.strftime('%b %-d') if n.occurred_on else ''}}
%end
%else:
No notes linked to them yet.
%end
Attachments
Upload
%if attachments:
%end