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  • Using more profiles in the standard interface
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Author Topic: Using more profiles in the standard interface  (Read 1045 times)

xavier

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Using more profiles in the standard interface
April 28, 2008, 12:51:38 pm
Hi,

One common complain I have is that the default interface has too many fields that aren't used (eg. SIC is never used for organisations here) and some extra fields are quite always used.

Albeit that's really easy to create profiles, they can't properly plug them within Civi.

What I do is to have a custom block "my shortcuts", with the proper links to profile/create and that improves things for the creation.

What I miss is :
- being able to change the default contact view with a profile view
- being able to use this profile to edit the contact
- being able to change the default listing on the search to have one with profile (ideally, having a profile for search only individual, one only for household and one for organisation)

Is there a way to tune civi that way ? are they hooks I could plug myself in easily ?

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emilyf

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Re: Using more profiles in the standard interface
April 28, 2008, 01:00:00 pm
You can customize your own templates for pretty much any view you see in CiviCRM. Have a look at this section of the wiki: http://wiki.civicrm.org/confluence/display/CRMDOC/Customizing+CiviCRM+Screens


xavier

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Re: Using more profiles in the standard interface
April 29, 2008, 06:49:58 am
Hi emily,

Thanks, I've been using custom profiles indeed, but my goal was not to replace standard templates (eg the contact/add could be useful for verge cases) but more being able to set a profile edit that is the default edit.

I have to look at how the configuration works in general, and see if I can add :
edit individual profile
view individual profile
edit org profile
view org profile

and modify the edit/view links if these are set

Thanks for your help !

X+
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Using more profiles in the standard interface

This forum was archived on 2017-11-26.