Inactive Role feature for contact account relationship

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  • alasdaircr
    Active Community Member
    • Aug 2014
    • 525

    #16
    UX wise, people here understand how to use it and what it represents. It's same visual clue as an invalid email address.

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    • yuri
      Member
      • Mar 2014
      • 8501

      #17
      Cool. Would be great if we have found out how to we can change Role w/o changing Account and track it
      Last edited by yuri; 01-26-2016, 02:45 PM.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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      • alasdaircr
        Active Community Member
        • Aug 2014
        • 525

        #18
        Ah yes that's an interesting one. You can't add the same company twice in a contact<->company relationship.

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        • alasdaircr
          Active Community Member
          • Aug 2014
          • 525

          #19
          yuri

          So is there any interest in getting this into core?

          It's working well for us - however it could do with some clean up from people with more experience of the code. I also think in general it could be refactored to be less of an 'add-on' and better integrated. My UI code isn't that hot either.

          I'm also unable to finish a couple of issues: ideally reports and searches would only include 'Active' roles, however it should be possible to stipulate that you want to search for 'Inactive' roles. E.g. Generate a list of Contacts who no longer work for companies of a particular type.

          I've also had to make some fairly hacky fixes for the Advanced Pack reports feature. Ideally the changes would all be core, and Reports would just work..

          But overall, it's not a huge patch - maybe you'd like me to make a PR?

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