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  1. CiviCRM
  2. CRM-563

Import Contacts Preview - Simplify UI for Importing into New and/or Existing Groups

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.3
    • Component/s: None
    • Labels:
      None

      Description

      (This is probably a good task for Manish or Deepak)

      On step 3 of the Import Contacts Wizard:

      • Remove the checkbox field for "Create a new group from imported records"
      • Replace with a link: "» Create a New Group from Imported Records"
      • Put the newGroupName and newGroupDesc fields in a <div> that is hidden by default. Unhide them when the above link is clicked.
      • Modify form processing to create group and put contacts in it IF newGroupName field has a valid value.
      • Add a second link: "» Join New Contacts to Existing Group(s)"
      • Put groups field in another hidden div. Unhide when link above is clicked.
      • Form processing for this field doesn't need to be modified (it already does the processing based on one or more values being selected).

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            • Assignee:
              kurund Kurund Jalmi
              Reporter:
              dgg David Greenberg
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              • Created:
                Updated:
                Resolved: