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<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><font size="3"><font face="Calibri">Steve,</font></font></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><font face="calibri" size="3"></font> </p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><font face="calibri" size="3">I did manage to create a link in the accounts to a contact - See the step-by-step guide below. I had hoped the vtiger development community to be more forth coming with suggestions
but it wasn't the case. I thank you for trying to help.</font></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"> </p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><font face="calibri" size="3">Regards</font></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"> </p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><strong><u><font face="calibri" size="3"></font></u></strong> </p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><b style="mso-bidi-font-weight: normal"><u><font size="3"><font face="Calibri">Adding Link to Primary Contacts in Accounts
<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" />
<o:p></o:p></font></font></u></b></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><font face="Calibri" size="3">Install the vtlib-2.1.</font></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><font face="Calibri" size="3">Create a file call vtlib.pc.php in the vtigercrm directory with content</font></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri"><?php</font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">// Just a bit of HTML formatting<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">echo '<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd">';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">echo '<html><head><title>vtlib Module Script</title>';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">echo '<style type="text/css">@import url("themes/softed/style.css");br { display: block; margin: 2px; }</style>';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">echo '</head><body class=small style="font-size: 12px; margin: 2px; padding: 2px;">';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">echo '<a href="index.php"><img src="themes/softed/images/vtiger-crm.gif" alt="vtiger CRM" title="vtiger CRM" border=0></a><hr style="height: 1px">';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">// Turn on debugging level<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$Vtiger_Utils_Log = true;<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri"><span style="FONT-SIZE: 8pt"><font face="Calibri">include_once</font></span>('vtlib/Vtiger/Menu.php');<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri"><span style="FONT-SIZE: 8pt"><font face="Calibri">include_once</font></span>('vtlib/Vtiger/Module.php');<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">// Create module instance and save it first<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$module = Vtiger_Module::getInstance('Accounts');<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">// Add a new module block - I don't know how to attach to an existing module block</font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$block1 = new Vtiger_Block();<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$block1->label = 'LBL_PC_INFORMATION';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$module->addBlock($block1);<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4 = new Vtiger_Field();<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->name = 'LinkToPC';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->label= 'Link To PC';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->table = 'vtiger_account';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->column = 'linktopc';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->columntype = 'VARCHAR(100)';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->uitype = 10;<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->typeofdata = 'V~O';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->helpinfo = 'Primary Contact';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$block1->addField($field4);<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">$field4->setRelatedModules(Array('Contacts'));<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri"># Add the following to the Accounts language file<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">#'LinkToPC' => 'Link to Primary Contact',<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">#'Link To PC' => 'Link To Primary Contact',<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">#'LBL_PC_INFORMATION' => 'Extra Information',<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">echo '</body></html>';<o:p></o:p></font></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><o:p><font face="Calibri"> </font></o:p></span></p>
<p class="MsoNoSpacing" style="MARGIN: 0cm 0cm 0pt"><span style="FONT-SIZE: 8pt"><font face="Calibri">?><o:p></o:p></font></span></p>
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<hr tabindex="-1">
<font face="Tahoma" size="2"><b>From:</b> vtigercrm-developers-bounces@lists.vtigercrm.com [vtigercrm-developers-bounces@lists.vtigercrm.com] On Behalf Of Stephen Mack [stephen@efronteras.com]<br>
<b>Sent:</b> 05 March 2009 15:06<br>
<b>To:</b> vtigercrm-developers@lists.vtigercrm.com<br>
<b>Subject:</b> Re: [Vtigercrm-developers] Creating a custom field that is a link to an another table row - vtiger 5.0.4<br>
</font><br>
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<div></div>
<div>It sounds like your businesses' use of the system is very different than most users. That does not make it wrong just different.<br>
<br>
I'm sure it can be done but you'll have to review the code to see how records are attached as in the potential module which has the same setup as you describe for the associated "account".<br>
<br>
So the basics are there for what you want. You'll need to do some custom coding. I don't think the system is inefficient. I think your use is different.<br>
<br clear="all">
-- Stephen Mack<br>
Gerente de Ventas y Marketing<br>
Escuela Fronteras<br>
<a href="http://www.eFronteras.com" target="_blank">www.eFronteras.com</a><br>
skype: eFronteras.Stephen<br>
<br>
<br>
<div class="gmail_quote">On Thu, Mar 5, 2009 at 11:39 AM, Hardev Bassan <span dir="ltr">
<<a href="mailto:Hardev.Bassan@warwick.ac.uk">Hardev.Bassan@warwick.ac.uk</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="PADDING-LEFT: 1ex; MARGIN: 0pt 0pt 0pt 0.8ex; BORDER-LEFT: rgb(204,204,204) 1px solid">
<div>
<div dir="ltr"><font face="Tahoma" color="#000000" size="2">The same contact can be the 'Primary Contact' for one Account and not for another Account.
</font></div>
<div dir="ltr"><font face="Tahoma" color="#000000" size="2"></font> </div>
<div dir="ltr"><font face="Tahoma" color="#000000" size="2">This means that you will have to create 2 contact (one with label 'Primary Contact' and another without 'Primary Contacts' - also may require extra browsing action) - again not very elegant way of
designing a database system.</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2"><font face="tahoma" size="2"><font face="tahoma" size="2"><font face="tahoma" size="2">Hardev</font></font></font></font></div>
<div style="DIRECTION: ltr">
<hr>
<font face="Tahoma" size="2">
<div class="im"><b>From:</b> <a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com">
vtigercrm-developers-bounces@lists.vtigercrm.com</a> [<a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com">vtigercrm-developers-bounces@lists.vtigercrm.com</a>] On Behalf Of Stephen Mack [<a href="mailto:stephen@efronteras.com">stephen@efronteras.com</a>]<br>
</div>
<b>Sent:</b> 05 March 2009 13:55
<div>
<div></div>
<div class="h5"><br>
<b>To:</b> <a href="mailto:vtigercrm-developers@lists.vtigercrm.com">vtigercrm-developers@lists.vtigercrm.com</a><br>
<b>Subject:</b> Re: [Vtigercrm-developers] Creating a custom field that is a link to an another table row - vtiger 5.0.4<br>
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<div class="h5">
<div></div>
<div>I created a custom picklist field in the contacts database to describe the contact, then you can list that field in the contacts view.<br>
<br clear="all">
-- Stephen Mack<br>
Gerente de Ventas y Marketing<br>
Escuela Fronteras<br>
<a href="http://www.eFronteras.com" target="_blank">www.eFronteras.com</a><br>
skype: eFronteras.Stephen<br>
<br>
<br>
<div class="gmail_quote">On Thu, Mar 5, 2009 at 10:05 AM, Hardev Bassan <span dir="ltr">
<<a href="mailto:Hardev.Bassan@warwick.ac.uk">Hardev.Bassan@warwick.ac.uk</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="PADDING-LEFT: 1ex; MARGIN: 0pt 0pt 0pt 0.8ex; BORDER-LEFT: rgb(204,204,204) 1px solid">
<div>
<div dir="ltr"><font face="Tahoma" color="#000000" size="2">Stephen,</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2">Contact Section - can have 1 or more contacts.</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2">I need a field that will only allow one name - as there is only Primary Contact per Account our for setup.</font></div>
<div dir="ltr"><font face="tahoma" size="2"></font> </div>
<div dir="ltr"><font face="tahoma" size="2">Regards</font></div>
<div dir="ltr"><font face="tahoma" size="2"><font face="tahoma" size="2">Hardev</font></font></div>
<div style="DIRECTION: ltr">
<hr>
<font face="Tahoma" size="2"><b>From:</b> <a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com">
vtigercrm-developers-bounces@lists.vtigercrm.com</a> [<a href="mailto:vtigercrm-developers-bounces@lists.vtigercrm.com">vtigercrm-developers-bounces@lists.vtigercrm.com</a>] On Behalf Of Stephen Mack [<a href="mailto:stephen@efronteras.com">stephen@efronteras.com</a>]<br>
<b>Sent:</b> 05 March 2009 12:08<br>
<b>To:</b> <a href="mailto:vtigercrm-developers@lists.vtigercrm.com">vtigercrm-developers@lists.vtigercrm.com</a><br>
<b>Subject:</b> Re: [Vtigercrm-developers] Creating a custom field that is a link to an another table row - vtiger 5.0.4<br>
</font><br>
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<div></div>
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<div></div>
<div>Is there a reason you don't want to use the "contact section" on the more information tab?<br>
<br clear="all">
-- Stephen Mack<br>
Gerente de Ventas y Marketing<br>
Escuela Fronteras<br>
<a href="http://www.eFronteras.com" target="_blank">www.eFronteras.com</a><br>
skype: eFronteras.Stephen<br>
<br>
<br>
<div class="gmail_quote">On Thu, Mar 5, 2009 at 8:02 AM, Hardev Bassan <span dir="ltr">
<<a href="mailto:Hardev.Bassan@warwick.ac.uk">Hardev.Bassan@warwick.ac.uk</a>></span> wrote:<br>
<blockquote class="gmail_quote" style="PADDING-LEFT: 1ex; MARGIN: 0pt 0pt 0pt 0.8ex; BORDER-LEFT: rgb(204,204,204) 1px solid">
All,<br>
<br>
I would like to create a custom field for the 'Accounts' form - see attached, that is a link to a 'Contact' instead of just a text string.<br>
<br>
Is this easily possible (how?) or a no goer.<br>
<br>
The NOT very elegant way is to create a URL custom field and paste the url in the field.<br>
<br>
<br>
Regards<br>
<font color="#888888">Hardev</font><br>
_______________________________________________<br>
Reach hundreds of potential candidates - <a href="http://jobs.vtiger.com" target="_blank">
http://jobs.vtiger.com</a> <br>
</blockquote>
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</div>
</div>
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<br>
_______________________________________________<br>
Reach hundreds of potential candidates - <a href="http://jobs.vtiger.com" target="_blank">
http://jobs.vtiger.com</a> <br>
</blockquote>
</div>
<br>
</div>
</div>
</div>
</div>
<br>
_______________________________________________<br>
Reach hundreds of potential candidates - <a href="http://jobs.vtiger.com" target="_blank">
http://jobs.vtiger.com</a> <br>
</blockquote>
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