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Author Topic: Creating Contact Types from Scratch  (Read 923 times)

davideps

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Creating Contact Types from Scratch
May 01, 2011, 06:07:18 am
Hello,


I am new to civicrm. I'm running version 4.0 on Drupal 7.0 on Ubuntu 10.04.

Nearly everything in civicrm works for me except it would be helpful to have an object (contact) type like "document", which would have "title", "publication year", etc and could be related to other contacts through relations. I can add new fields to the existing types, but I cannot seem to remove the original fields entirely, like "household name" and all those in "communication preferences". From the documentation, it appears these fields are attached to profiles, but even with administrative priviledges I cannot seem to edit all of the built-in profiles. 

Is what I want possible in civicrm? If so, could someone provide some more detailed guidance?


thank you,
-david

Donald Lobo

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Re: Creating Contact Types from Scratch
May 01, 2011, 07:06:38 am

Adding completely new Contact Types is not possible in the current versions of Civi :( However you can create a contact sub-type of organization called Document, and add the new fields (via custom fields) and then either use hooks to suppress the fields u dont need (or train users to ignore them) and to rename things like organization name to document name etc. A bit kludgy but kinda works

another long term alternative would be to design and write code for "top" level contact types (or even independent objects) in CiviCRM. This (when implemented) would enable users to create the below object: Document and have relationships etc. I dont think this would be too hard and the first version would take approx 30-60 hours?

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Hershel

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Re: Creating Contact Types from Scratch
May 01, 2011, 07:27:26 am
There has been other interest expressed in having objects such as Documents in CiviCRM. Perhaps an MIH?
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davideps

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Re: Creating Contact Types from Scratch
May 01, 2011, 08:04:37 am
Thanks folks. I was thinking that may be the answer and tried to work in that direction. I'll look into using hooks to suppress unwanted fields. If it is easy, I'll do it.

-david

Donald Lobo

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Re: Creating Contact Types from Scratch
May 01, 2011, 11:11:03 am
Quote from: hershel on May 01, 2011, 07:27:26 am
There has been other interest expressed in having objects such as Documents in CiviCRM. Perhaps an MIH?

For an MIH, we'll need a couple of seed sponsors to get this started and a few more folks to express interest and help spec it out. I think the tentative project scope will be 50 hours (or $3750 for 4.1). If we see enough interest, we'll potentially add this to 4.1

lobo
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petednz

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Re: Creating Contact Types from Scratch
May 01, 2011, 10:34:45 pm
an alternative route that may work for some (eg us) is to do this on the drupal side using the civicrm cck ref field (for D6) or civicrm ref field (D7)
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Re: Creating Contact Types from Scratch
May 01, 2011, 11:31:11 pm
Hi,

Mixed feelings about that creating new types (eg documents): in one hand that's an often requested feature and something salesforce does, on the other we have joomla or drupal, and "document" begs to be handled by a CMS, not a CRM.

Pete, do you have an example of module you can share or you code it manually ? having a civicrm doc module might be a good way of solving the need.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Creating Contact Types from Scratch

This forum was archived on 2017-11-26.