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  1. CiviCRM
  2. CRM-435

Add tag/group selection into New Individual/Org/Household page

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Duplicate
    • Affects Version/s: 1.2
    • Fix Version/s: None
    • Component/s: None
    • Labels:
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      Description

      I just held a training session with one of my CiviCRM clients, and it became apparent that the workflow for adding a new contact is too clunky. I assume that adding custom data groups into the main "add individual" screen has already been feature requested (maybe I did it). But here's another one: add check/select boxes for Groups and Tags to the main add contact screen. I know this makes the page longer, but it is too grating to have to click Save, then click the Tags tab, then click Edit, then check a box, and then Click Save.

      The +/- show/hide functionality is really sweet, I'd say use it by squeezing lots of stuff in one page.

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            • Assignee:
              lobo Donald A. Lobo
              Reporter:
              Anonymous
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              • Created:
                Updated:
                Resolved: