CiviCRM Community Forums (archive)

Hey folks,

there is a really nice piece of work you put together with CiviCRM. We are a small start-up company and want to put our sales processes on a tool that might also help us in future, So we are giving CiviCRM a try at the moment. Though I keep playing with it i believe i still did not get the clue.

I expect CiviCRM to do:
- give us a strn administration backend to configure -> OK
- put a lot of customer data into a database -> OK
- generate reports about visits and revenue and so on -> well may be...
- give our sales guys a GUI on our intranet to work with customer lists and append new or change data -> HOW ?

Up to now I see we can do a lot of things in the backend, but whenever I want to add something to the Joomla frontend it either puts me some errors (like ID not found) or there is just no option how to add a new menu item.

e.G.

1. I want a frontpage that lists all customers in a table with a set of three to six fields.
2. In the table one should be able to click a customers name, and open a kind of profile to view and / or edit the customers data.
3. I want to generate a summary report on how much revenue each customer makes per month.

can anybody give me a link to the dosumentation on how to use CiviCRM on the frontend of joomla ?

greets, Felix.

You can make a Joomla menu item that links to a URL, so if you know the URL for the function you want, put that URL into a Joomla "external link" menu item (which doesn't have to be external).

If you don't want to put that page into your regular joomla menu, you can create a new menu (I titled mine "pages not in main menu") which consists of other pages.  Then you can make an "edit this" link on your customer list (perhaps using an html module?) that links the the appropriate URL, or the SEF friendly alias of that menu item.