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Author Topic: Active/Inactive status for contacts  (Read 1408 times)

dragontree

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Active/Inactive status for contacts
November 12, 2009, 03:11:01 am
I need to set an active/inactive contact status.
The idea is that inactive contacts dont show up on search results anywhere. Just excluding inactive group from search result wont do because then the contact is still searchable from other sources like "contact reference" custom field.

I need it because contacts are not supposed to be deleted.

Could it be done?

Dave Greenberg

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Re: Active/Inactive status for contacts
November 12, 2009, 04:18:51 pm
This is a medium-term roadmap item (move to trash for contacts).  If you're interested in working on a patch for this  - probably modeled after the use of is_deleted flag for Case and Activity which is already implemented - ping us on IRC. If you're interested in sponsoring this feature - send me mail (dave at civicrm dot org).

Work-around MIGHT be to use ACLs - but not sure about chicken and egg issues (can someone who doesn't have view permission on a group still "put" a contact in that "Inactive" group? Also not sure if contact reference respects ACLs (altho it should).
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petednz

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Re: Active/Inactive status for contacts
November 12, 2009, 10:05:54 pm
Dave - (not sure if this applies here but since you are discussing chickens and eggs) with the ACL hook we have running on the Greens  but yes it does allow people with access to some contacts in one 'area' to set the area for the contact to somewhere they do not have access for - and they therefore disappear from sight for the person with the original ACL - and appear in the contacts visible to the person with ACLs for the new area.

( was there a quicker way of saying that??)
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dragontree

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Re: Active/Inactive status for contacts
November 13, 2009, 02:09:21 am
I'm probably going to have to make this work and I'm not sure I want to use ACLs for that.

One thing though...when can I reach you on IRC? There's quite a time difference. When you replied to this topic it was after 2 am here:(

Dave Greenberg

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Re: Active/Inactive status for contacts
November 13, 2009, 11:57:56 am
You should be able to discuss this with any of the core team members on IRC. No guaranteed times but we are in US, India and Poland so a range of times. If you're having trouble hooking up, and are serious about writing / contributing some code for this - I would:

1. Review the UI and the underlying code for Activity and Case "move to trash". Note that the ability to include "deleted" items in Case and Activity search is given to CiviCRM 'admin' users only, and these record are excluded by default from listings, search results, etc.

2. Write up your specification - ideally on a wiki page or blog post and solicit community feedback. You probably should cover things like:
* is this a global change (all contact delete actions now "mark as delete"), or is this configurable (via UI or settings file)?
* do some users have a choice to "really delete" (in the CiviCase implementation, admins can undelete - but no one can physically delete via the UI)
* do you need some kind of archive or purge of "deleted" records?
* can "deleted" records be accessed in the UI (i.e. with the Find Deleted Records mechanism we have in Case / Activity, or ??).

3. Then we can schedule a chat to discuss any open issues, timing, help w/ any architecture questions etc.

...dave

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dragontree

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Re: Active/Inactive status for contacts
November 16, 2009, 06:41:47 am
I just found out that I only have few days do to this and lots of other changes so it seems that I'm gonna try a quick work-around.
I'm still hoping to do this properly but it's gonna have to wait.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Active/Inactive status for contacts

This forum was archived on 2017-11-26.