sulu/contact-extension-bundle

This bundle appends the crm approach to the standard contact bundle

SuluContactExtensionBundle

This Bundle extends the Sulu Contact Bundle by some CRM functionality like .. * adds Account-Types Basic, Lead, Customer, Supplier * adds an extra tab * adds a toggle for set any accounts to active, _(*1)

Installation

The following steps need to be done. Installing the SuluActivityBundle is optional., _(*2)

Edit configuration files

app/config.yml:, _(*3)

Add configuration as described in Configuration, _(*4)

app/AbstractKernel.php:, _(*5)

    // crm
    new Sulu\Bundle\ActivityBundle\SuluActivityBundle(),
    new Sulu\Bundle\ContactExtensionBundle\SuluContactExtensionBundle(),

app/config/admin/routing.yml:, _(*6)

    sulu_activity_api:
        type: rest
        resource: "@SuluActivityBundle/Resources/config/routing_api.xml"
        prefix: /admin/api

    sulu_activity:
        resource: "@SuluActivityBundle/Resources/config/routing.xml"
        prefix: /admin/activity

    sulu_contact_extension:
        resource: "@SuluContactExtensionBundle/Resources/config/routing.xml"
        prefix: /admin/contact

    sulu_contact_extension_api:
        type: rest
        resource: "@SuluContactExtensionBundle/Resources/config/routing_extension_api.xml"
        prefix: /admin/api

composer.json:, _(*7)

    "sulu/contact-extension-bundle": "[VERSION]",
    "sulu/activity-bundle": "[VERSION]",

Build translations

If SuluTranslationBundle is not included yet, do so (AppKernel and routing.yml), _(*8)

 app/console sulu:build translations

Configuration

The following is an example configuration and contains all possible configurable attributes:, _(*9)

```{config}, <sub>(*10)</sub>

# SULU Contact Extension Configuration # define the account types and form of address # tabs key must match tab-id specified in content-navigation sulu_contact_extension: # Displays a toggle in accounts detail tab to set an account to active display_account_active_toggle: true # Define different account-types account_types: basic: id: 0 name: basic translation: contact.account.type.basic convertableTo: lead: true customer: true tabs: financials: false lead: id: 1 name: lead translation: contact.account.type.lead convertableTo: customer: true tabs: financials: false customer: id: 2 name: customer translation: contact.account.type.customer tabs: financials: true supplier: id: 3 name: supplier translation: contact.account.type.supplier tabs: financials: true, <sub>(*11)</sub>

 contact_types:
     basic:
         id: 0
         name: basic
         translation: contact.contact.type.basic
         addTranslation: contact.contact.add-basic
     customer:
         id: 1
         name: customer
         translation: contact.contact.type.customer
         addTranslation: contact.contact.add-customer
     partner:
         id: 2
         name: partner
         translation: contact.contact.type.supplier
         addTranslation: contact.contact.add-supplier

```, <sub>(*12)</sub>