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Author Topic: No profile views for all contacts???  (Read 2320 times)

emilyf

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No profile views for all contacts???
October 10, 2007, 10:03:15 am
Hi,

I want my users to view all the contacts via custom profile forms. But I still want them to be able to see the "memberships" tab and "activities" tab and my custom tabs....Is there no way to have both? help!

Thanks,
Emily

Donald Lobo

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Re: No profile views for all contacts???
October 10, 2007, 10:37:13 am

Do you want them to see membership and activity tabs for all contacts or just for their record? If the latter, the user dashboard )http://demo.civicrm.org/drupal/civicrm/user/dashboard)does display the memberships of the specific user. If for all contacts, we dont support it right now and will require some code

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emilyf

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Re: No profile views for all contacts???
October 15, 2007, 09:25:58 am
I am interested in the latter of seeing the tabs for all contacts when using a custom profile view...shall I submit as a feature request or does it already exist for an upcoming release?

Donald Lobo

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Re: No profile views for all contacts???
October 15, 2007, 10:24:41 am

it does not exist currently. If you are interested in seeing it happen in the near future, please consider making a code contribution and/or hiring a developer to extend civicrm to do the needful. We would consider integrating the patch in a future release

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Denver Dave

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Re: No profile views for all contacts???
November 22, 2007, 11:18:26 am
Quote
view all the contacts via custom profile forms
Is this about only presenting some fields of information for a contact to certain users?  Just trying to follow along - thanks.

Dave Greenberg

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Re: No profile views for all contacts???
November 23, 2007, 10:22:17 am
Quote from: emilyf on October 15, 2007, 09:25:58 am
I am interested in the latter of seeing the tabs for all contacts when using a custom profile view...shall I submit as a feature request or does it already exist for an upcoming release?

I am interested in the context / use case for this requirement. We haven't yet heard much about organizations using CiviCRM who want to expose this type of information about the entire contact DB to their constituents (i.e. to folks who aren't staff or volunteers). Also, as a side note - if your site accepts contributions, the Activities tab will show each contact's "contribution history" -  which is often considered to be private data.
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emilyf

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Re: No profile views for all contacts???
January 25, 2008, 02:17:14 pm
I apologize for the lengthy delay in this post. I only just realized that there was further inquiry on it and wanted to get Dave the info.

To clarify, I have some custom forms that I've created for the intake process of information. This custom profile form just gives the fields my org needs. Then when it's submitted, you then get directed to the non-editable view of that form. However, this view doesn't show any of the extra tabs like membership/activities. This is for good reason in that you don't want everyone who submits a custom form to be able to view all the extra tabs and thus edit them.

However, the default "view" of a contact often has a bunch of fields that staff members don't need or want. It would be ideal to be able to choose one of your custom profile "views" to be the default. Similar to how you can create custom views for searches of contacts, but this would be for the "Summary" Tab of an individual contact....

Am I making any sense? I don't have the means to contribute financially to development at this time, and I'm not skilled enough of a coder to get in the back end, so I guess at this time I'm just presenting an interest in this.

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Re: No profile views for all contacts???
January 25, 2008, 03:06:01 pm
Emily - You can create a "customized" version of the template which displays the Contact Summary - and remove the fields you don't need. The file you'll create a custom copy of is: CRM/Templates/Contact/Page/View/Tabbed.tpl

Instructions for implementing custom templates is here:
http://wiki.civicrm.org/confluence/display/CRMDOC/Customize+Built-in+and+Profile+Screens
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emilyf

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Re: No profile views for all contacts???
February 11, 2008, 07:27:45 am
Awesome -- thanks Dave!
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • No profile views for all contacts???

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