Details
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Type: Task
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Status: In Quality Assurance
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Priority: Important
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Resolution: Unresolved
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Affects Version/s: 4.7
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Fix Version/s: None
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Component/s: None
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Labels:
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Versioning Impact:Patch (backwards-compatible bug fixes)
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Documentation Required?:None
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Epic Link:
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Funding Source:Needs Funding
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Verified?:No
Description
People's tab should have two subtabs that splits Case Roles and Other Relationships. The main section of the tab should have a very close UI to CiviCRM contact search results except it should also show any unassigned roles. User should be able to bulk action on the contacts.
A/C:
- Two subtabs: Case Roles and Other Relationships
- Contacts area should be very similar to search results screen except unassigned roles should be shown on the Case Roles subtab list
- Allow contacts to be multi-selected and perform bulk actions
- Bulk actions should include all actions that can be performed on contact search result page
- Actions per row should include:
- Reassign (doesn't apply on Other Relationships tab)
- Send email
- Generate PDF Letter
- Phone Call
- Meeting
- Other activity
- Remove from Role (doesn't apply on Other Relationships tab)
- Pager
- Add Case Role button (Add Case Relationship on Other Relationships tab)
- Bulk action menu and row action menu to share the same list (use same mechanism used in Case level so they are both extendable)
- Have a "Show clients only" filter on the people's tab. When used, it should show only clients in peoples tab and then you can use select all to select all clients.