search on Legal Name/SIC ?

[xavier]

I'm trying to use these fields but:

1) I can't search on them
2) They aren't displayed on the view (the only way of seeing is to edit)

Is there an option to switch on somewhere to make them useful ? Do I need to modify the templates ?

Alternatively, is there a way of not putting them into the edit form (I'd rather have them as custom fields, so I can view/search them)

X+

[Dave Greenberg]

You can easily add them to the Contact Summary ("view") since they are available to the template. (I figured this out by enabling Debugging and then adding &smartyDebug=1 to the URL while viewing an organization). So you can create a custom copy of templates/CRM/Contact/Page/View/Tabbed.tpl and add:

{$legal_name}
{$sic_code}

to it (with conditionals if you want)...

[xavier]

Thanks,

Got a patch to improve the view as suggested (with the ifs):
http://issues.civicrm.org/jira/browse/CRM-3764

As for the search, is that easy too (could have figured out the template on my own, but the search is a wee bit harder to find your way into

X+

[Donald Lobo]

patch applied to 2.1

lobo

[Dave Greenberg]

I suspect search fix is not too easy - might need to go custom search route for that since the search/query code e is pretty complex to hack.