How do you manage many to many customer groupings?

[tanya]

You can import custom entities, but you can not import link multiple fields

[olof]

Apologies, that works, thanks. Although now I see what it does it doesn't really help with the list management.

I've just been having a look at the importer. I don't see a way of importing into buckets... is that correct?

Olof

[tanya]

You share with me clientDefs, but not entityDefs

[tactionsoftware]

Ok, I understand becoz last year I'm searchin for the same type of grouping and relationship. As a business owner, we are unable to create grouping or relationship management software solutions. So, we should want a technical expert to consult for better solutions, Hope, without any problem we find TechEsperto Solutions best IT Consulting experts. They provide the best solution for our problem.

[olof]

Bucket.Json only currently includes:


{
"controller": "controllers/record",
"boolFilterList": [
"onlyMy"
],
"sidePanels": {
"detail": [
{
"name": "activities",
"label": "Activities",
"view": "crm:views/record/panels/activities",
"aclScope": "Activities"
},
{
"name": "history",
"label": "History",
"view": "crm:views/record/panels/history",
"aclScope": "Activities"
},
{
"name": "tasks",
"label": "Tasks",
"view": "crm:views/record/panels/tasks",
"aclScope": "Task"
}
]
},
"iconClass": "fas fa-shopping-basket",
"kanbanViewMode": false,
"color": null
}

[tanya]

custom/Espo/Custom/Resources/metadata/entityDefs/Bucket.json and Contact.json
in needed fields remove "layoutListDisabled": true,
Save, Clear Cache in Administration

[olof]

5.3.4

[tanya]

What is your current version of EspoCRM?

[olof]

See attached screenshots - am I missing something?

[tanya]

Before linkMultiple fields weren't enabled on list view in Administration > Layout Manager. Now you can add them to layouts

[olof]

I'm sorry but I can't find this option. Any chance you can post a screenshot?
Have a great weekend.

Olof

[yuri]

You can also add it on the list view since 5.3 version.

Custom entities are not supported in target lists.

[olof]

Ok, I understand link multiple fields - rather it gives you a multi select field that you can add to the detail view.

[olof]

Hi yurikuzn,

1. a. Yes I know you can do a select all but you can't keep searching for 1 person at a time and adding them. For us its more surgical than broad searches.

1. b. Yes I think reports will be very helpful.... Can reports be used to sync to custom entities?

3. Entity manager is not available for Target Lists. I have tried checking 'Link-Multiple field' for the entity I created - "buckets" but can't figure out what this has changed in the list view?

[yuri]

1. a. You can select multiple contacts at once by clicking select all results. 1000s contacts can be added at once. Make a search by specific criteria and select.

1. b. You can utilize Reports to sync target list with a specific list report. Sync will be being done automatically.

2. You can make a search to filter contacts related to a specific target list and do mass update on them.

3. You can check 'Link-Multiple field' for Target Lists relationship in Entity Manager. This will create Target Lists field that you can add on the list view.