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  1. CiviCRM
  2. CRM-14

Tagging Contacts (assigning/removing categorization)

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.0
    • Component/s: None
    • Labels:
      None

      Description

      • Create a new "Tags" tab under View Contact for assigning and/or removing categorization
      • Tags page contains simple form consisting of:
      • contact display_name
      • <h3>Tags (categories) for this contact:</h3>
      • a table with a row for each crm_category record, each row consisting of:
        + checkbox
        + crm_category.name

      NOTE: Talk to Yash as to whether this should be a shared 'widget' with Advanced Search

      • on load, currently assigned category rows are CHECKED
      • form buttons: [ Update Tags ] [ Cancel ]
      • on Update, category assignments (crm_entity_category records) are inserted and deleted to reflect currently checked rows
      • Modify View.tpl to show comma separated list of currently assigned tags (categories). (Replacing the dummy/hard-coded strings that are currently in the template. )

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            • Assignee:
              kurund Kurund Jalmi
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved: