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  1. CiviCRM
  2. CRM-1407

Custom Data Fields applied to actions


    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.5
    • Fix Version/s: Unscheduled
    • Labels:


      It would be ideal if custom data fields could be included in the actions select box of the list view after a search.

      Example: I have a custom data field called staff initials. It consists of a bunch of checkboxes, each with a set of initials next to it. If a staff member wants a contact to be in their "personal contacts", they check off their initials. Then they can do an advanced search for all contacts within their personal contacts.

      What I would like to see is to do a search, get the results list like always. Then check off 20 people, and from the actions select list I could see "Add to Custom Data" or something, that then prompts me for what custom data I want to add them to, and I could check off my initials, and these 20 people would then be part of my personal contacts.

      I know that I could do this with tags, but other custom data fields could not be accomplished that way. Plus, I am trying not to clog up the tags area, and this is a separate function.




            • Assignee:
              lobo Donald A. Lobo
              emilyefrazier Emily Frazier
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