EACRMContractBodyShapersCheckIn

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Overview

Records customer check-in for CRM service contracts by creating or updating meeting remark documents. Validates contract existence and validity, then logs check-in time with optional hour adjustments and comments for service contract tracking.

When This Action Runs

Manual execution when customers check in for services under active CRM service contracts. Typically used for fitness centers, gyms, spas, or other service-based businesses that track customer attendance.

How It Works

  1. Finds active contract - Locates the customer's most recent CRM service contract by value date
  2. Validates contract existence - Ensures customer has at least one service contract
  3. Checks contract validity - Verifies contract has active service lines covering today's date
  4. Creates/updates check-in record - Finds existing meeting remark or creates new one using contract code
  5. Records check-in details - Adds new meeting remark line with current date, adjusted time, and customer reference
  6. Saves check-in - Commits the meeting remark document with check-in information

Parameters

Parameter 1: Added Hours (Optional) - Number of hours to add to current time for check-in timestamp (can be decimal)

Parameter 2: Value for text1 (Optional) - Additional text/comments to record with the check-in

Database Tables Affected

  • CRMServiceContract - Reads customer's service contracts to find active contract
  • ServiceContractLine - Checks contract line validity dates
  • MeetingRemark - Creates or updates check-in document
  • MeetingRemarkLine - Adds new check-in entry with timestamp and details

Module: crm

Full Class Name: com.namasoft.modules.crm.domain.entityactions.EACRMContractBodyShapersCheckIn