crm finish

2026-03-14 18:58:23 -05:00
parent c0cc546e33
commit df3f1412f6
16 changed files with 679 additions and 38 deletions
--- a/client/src/modules/crm/CrmFormPage.tsx
+++ b/client/src/modules/crm/CrmFormPage.tsx
@@ -63,6 +63,11 @@ export function CrmFormPage({ entity, mode }: CrmFormPageProps) {
          currencyCode: record.currencyCode ?? "USD",
          taxExempt: record.taxExempt ?? false,
          creditHold: record.creditHold ?? false,
+          lifecycleStage: record.lifecycleStage ?? "ACTIVE",
+          preferredAccount: record.preferredAccount ?? false,
+          strategicAccount: record.strategicAccount ?? false,
+          requiresApproval: record.requiresApproval ?? false,
+          blockedAccount: record.blockedAccount ?? false,
          notes: record.notes,
        });
        setStatus(`${config.singularLabel} record loaded.`);