#132 Show contact name in opportunity browser ONLY IF NOCOMPANY

open
nobody
None
5
2007-05-29
2007-05-29
freddysf
No

Hi everybody.

My customer is using XRMS for managing Business to Consumer (B2C) so most of our contacts are associated to the NOCOMPANY.

Objective:

We needed to be able to see the contact name when browsing the opportunities, so here is what I did:

What it does:

This is a very quick fix. If the company_code is NOCOMPANY then show the Contact's full name instead of the company name, is case it's a regular company then show the Company Name.

CVS:

This is based on the CVS from 5/29/07

Files changed:

opportunities/some.php

Status:

1) The Column Title still shows Company
2) The grouping function for this column will still work based on Company, not based on contact name.

TO DO:

I think it may be better to add a new column for the contact instead of modifying the company column, and then offer this new column in the list of available columns. Also, this column should have it's grouping function working.

Freddy

Discussion

  • freddysf
    freddysf
    2007-05-29

    Patch and Full Code for Showing Contact Name in Opportunities Browse

     
  • Brian Peterson
    Brian Peterson
    2007-05-29

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    It really seems to me to make more sense to add contact name as an additional column, if it is not available as a column name already.

    Since pager views may be saved, you would save the default view to show contact name instead of company name.

    I'm not comfortable using the same column for two different purposes, I think it will just cause confusion.

    Regards,

    - Brian