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  1. CiviCRM
  2. CRM-3044

Create new individual, organization or household contact using a pop-up dialog

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Duplicate
    • Affects Version/s: 2.0
    • Fix Version/s: 3.0
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      This functionality will allow users to create a new contact "inline" with a work-flow. Examples include:

      • New Relationship - If the target contact for the relationship doesn't exist in the DB yet, you can create it from the New Relationship form.
      • Create / Edit Individual - Current Employer field - If the employer org doesn't exist...
        etc.

      We'll use the dojo Dialog widget for this.

      The form fields will be populated by one of 3 reserved profiles (one for each contact type). This means site admins can add to the default fields (name, address, email, phone) by adding fields to the corresponding profile.

      When the dialog (pop-up) is saved, the name / contact ID of the new contact is inserted and selected in the "Select Contact" comboBox.

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

              • Created:
                Updated:
                Resolved: