Details
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Type: New Feature
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Status: Done/Fixed
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Priority: Major
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Resolution: Fixed/Completed
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Affects Version/s: None
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Fix Version/s: 1.0
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Component/s: None
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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. )