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  1. CiviCRM
  2. CRM-5899

Quick view of contact summary from search results

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.1.3
    • Fix Version/s: 3.1.NYSS
    • Component/s: Core CiviCRM
    • Labels:
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      Description

      Provide a profile-driven 'quick view' of contact summary data from Basic / Advance search results. When users click on (or hover over?) the contact icon in any search result row - a condensed contact summary (view) dialog appears displaying key data on the contact. (Blog post with prototype will be posted shortly by Kyle J.)

      A reserved Profile will be used to source the fields included in the contact summary dialog. Admins can add or remove the fields presented by modifying the profile fields. Default fields in this profile:

      • Primary address fields (street, city ....)
      • Primary email, phone, website
      • Groups
      • Tags
      • Gender, DOB / Age
      • ?? (kyle - I think you had a few more demographics on your screen)

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            • Assignee:
              dgg David Greenberg
              Reporter:
              dgg David Greenberg
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