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  • Editing Contact Form
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Author Topic: Editing Contact Form  (Read 1025 times)

knelson

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Editing Contact Form
February 25, 2011, 02:54:53 pm
I have honestly searched the forums and online and I can't find the information I'm looking for.

Background:
I am creating a database for the non-profit I work for. We have an afterschool program for kids. I want to create a contact entry form that matches our paper enrollment form so that we can enter that information into the database.

What I want:
I want to simplify the contact entry form. I want to remove employer information and/or other non relavent options.

Is there a way to do this? We will use this database for the students and possibly volunteers only.

qjensen

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Re: Editing Contact Form
February 25, 2011, 03:07:16 pm
In CiviCRM Profiles are used to collect data. You can just create a new profile (http://wiki.civicrm.org/confluence/display/CRMDOC33/How+to+Create+Profiles) and then add the fields you need. You can send someone a link to the profile to fill out, or your volunteers can fill it out.

You can create custom fields to add to your profile, or just choose standard fields. Either way, it should be a pretty quick and easy process.

I hope I understood your question and needs correctly, but if I missed something, just let me know.
Quint Jensen
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--" Remove the 'I want you to like me' notes from your forehead and place them where they truly will do the most good -- on your mirror!" Author Unknown

knelson

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Re: Editing Contact Form
March 01, 2011, 01:37:31 pm
I'm not yet sure that's what I'm looking for. I want full control of the entries. Volunteers will not be entering their own data, only me. That's why I'm interested in customizing the contacts page. Is there a way to customize that page only? Thank you so much.

qjensen

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Re: Editing Contact Form
March 01, 2011, 02:52:31 pm
It still sounds like profiles are the best answer. They aren't just for end users to enter data, but admins as well. They really are made to ease the data collection process for both admin and end user. To use a profile to create a new contact, you can use Profile create mode. The url structure is www.domain.com/civicrm/profile/create?gid={profile_id}&reset=1.

If you have your heart set on customizing the core contact form, you will need to customize templates/CRM/Contact/Form/Contact.tpl, and probably CRM/Contact/Form/Contact.php and any associated php files in CRM/Contact/Form/Edit. Details on how to set up your directory structure to override core files can be found at http://wiki.civicrm.org/confluence/display/CRMDOC33/Customize+Built-in,+Profile,+Contribution+and+Event+Registration+Screens. You can customize the contact edit/entry page to meet your exact requirements.

Is this more the direction you wanted to go?
Quint Jensen
Web Developer
Scaled Solutions
--" Remove the 'I want you to like me' notes from your forehead and place them where they truly will do the most good -- on your mirror!" Author Unknown
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Editing Contact Form

This forum was archived on 2017-11-26.