Details
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Type: New Feature
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Status: Done/Fixed
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Priority: Major
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Resolution: Fixed/Completed
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Affects Version/s: None
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Fix Version/s: 1.0
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Component/s: None
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Labels:None
Description
Extend and modify current Notes functionality as follows:
- Add Contact screen - no change
- Edit Contact and View Contact screen:
- Contact Notes region displays list of 2 most recent notes in date order descending
+ If no notes, just show message - "There are no notes for this contact." - Display Notes in table with 3 cols (no column header needed here)
+ col 1 = truncated note text (can use smarty var|truncate in .tpl for this), linked same as 'View' (note)
+ col 2 = date (last modified)
+ col 3 = View | Edit links (see below for link actions)
+ later, we'll include another column for "By" (user who entered the note) - don't have that info yet
- Include these links below notes summary (see below for link actions):
+ "New note" - (always shown)
+ "Browse all notes..." (only show this IF there are more than 2 notes for this contact.
- Browse Notes + Add/Edit/View Note:
+ This should be setup as a new 'local task' under View Contact (in contact.module)
+ Page has four modes
- BrowseOnly - just show summary list of notes for this contact, i.e. 'selector'
- BrowseAdd - simple Add Note form on top, selector below
(cursor should focus on Note field onLoad) - BrowseEdit+noteID - simple Edit Note form on top. Selector below.
(cursor should focus on Note field onLoad) - BrowseView+noteID - Box on top displays entire text of referenced Note. Selector below.
+ On Add/Edit Save, put up status and return to BrowseOnly mode
+ Summary list is selector-style table of all notes - 2 columns, as above but with column header
- Default sort is Date descending. Date column is 'sortable'.
- Directory Structure
+ Functionality dealing with a Contact's Notes (like Browse Notes) goes under Contact
+ Add/Edit/View a Note functionality goes in a new Note tree
e.g. templates/CRM/Note/Edit.tpl and View.tpl
(we'll switch to using Edit.tpl rather than Add.tpl as naming convention for Add/Edit templates)