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Make type of source editable

Open sylvainraye opened this issue 9 years ago • 6 comments

Hi

When importing contacts into orocrm, we can define from which source comes the contacts: TV, Phone, Web or other. There is no user interface to allow to edit the list of source type, we have to edit the database or program it but it could be so easy to have a user interface, probably via the Entity Manager

Cheers Sylvain

sylvainraye avatar May 01 '15 09:05 sylvainraye

Hi @diglin, Thank you for your request. We do plan to add this kind of functionality in near future. Other lists, like Contact methods, Task priorities, etc. would also benefit from this.

alex-kuzmenko avatar May 05 '15 16:05 alex-kuzmenko

@alex-kuzmenko @mkudelya Any updates on this ? It would be a really useful feature :)

sadortun avatar Aug 16 '20 05:08 sadortun

Hi @sadortun, The feature is not implemented yet. Feel free to contribute. Internal ticket id #CRM-9218

anyt avatar Aug 17 '20 09:08 anyt

@anyt Checking back with you.

We will implement this soon. I want to make sure you will be able to merge it to your codebase.

My plan:

  • Create a CRUD similar to Tags
  • Add Organization and Business unit ownership. ( Currently Contact Source are global)

What will be needed on your part:

  • Check with your team to update and customize the Data migration.

Have a good day, Samuel

sadortun avatar Oct 17 '20 01:10 sadortun

Hi Samuel,

Create a CRUD similar to Tags

I don't see any issues with merging this into the OroCRM.

Add Organization and Business unit ownership. ( Currently, Contact Source are global)

The decision on whether we can apply these changes depends on how will you implement the ownership support in all the use cases.

anyt avatar Oct 28 '20 17:10 anyt

Ok. We. Are going to change the ContactSource from global to Organization.

I'll submit a PR somewhere around mid November. ( I hope)

sadortun avatar Oct 28 '20 17:10 sadortun