This bundle appends the crm approach to the standard contact bundle

This bundle appends the crm approach to the standard contact bundle

README

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

Installation

The following steps need to be done. Installing the SuluActivityBundle is optional.

Edit configuration files

app/config.yml:

Add configuration as described in Configuration

app/AbstractKernel.php:

    // crm
    new SuluBundleActivityBundleSuluActivityBundle(),
    new SuluBundleContactExtensionBundleSuluContactExtensionBundle(),

app/config/admin/routing.yml:

    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:

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

Build translations

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

 app/console sulu:build translations

Configuration

The following is an example configuration and contains all possible
configurable attributes:

 
 # 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
                 
     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

Source

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