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How do you manage many to many customer groupings?

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

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  • olof
    replied
    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

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  • tanya
    replied
    You share with me clientDefs, but not entityDefs

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  • tactionsoftware
    replied
    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.
    Taction’s CRM Experts develop Enterprise Ready Scalable CRM Applications that help you to meet the emerging CRM challenges and meet business needs. Engage Now

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  • olof
    replied
    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
    }

    Leave a comment:


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

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  • olof
    replied
    5.3.4

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  • tanya
    replied
    What is your current version of EspoCRM?

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  • olof
    replied
    See attached screenshots - am I missing something?

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

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

    Olof

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

    Custom entities are not supported in target lists.

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

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  • olof
    replied
    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?

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  • yuri
    replied
    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.

    Leave a comment:

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