Additional Fields Embedded into Contact Name Field?

[Zosh]

Hi, I've been searching far and wide the last couple hours as someone else must've thought of this before...

My company will, as I'm sure many might do, export lists of Account + Contact records for our marketing partner to send email blast campaigns to. In order to have maximally effective and personalized email campaigns, we account for:

• Name Prefix / Salutation
• First Name
• Middle Name or Initial
• Last Name
• Name Suffix (Jr., Sr., family generation, military rankings)
• Common / Dear Name (Shorthand of first name or nickname, whatever person prefers to be called)

I see included in the default Name field within EspoCRM are Salutation, First Name, Last Name.. which is awesome, but I'm wondering if anyone's extended this further to accommodate additional name fields? Very much similar to how the Address field encompasses Address, City, State, ZIP, Country. I checked around all over this forum as well as some guides but couldn't really find anyone else inquiring about this.

If this hasn't been done yet, I do have some development experience, does anyone have any suggestions or direction as far as where I would look in the source code to basically copy the Address functionality over to the Name field to include the extra fields above I'd like to account for?

Thanks and I appreciate any and all input!!

[emillod]

Hello Zosh it's doable, but it require coding. You should create new type of field. I think the best tip for you is to create something similar to address field. You can check our free extension and try to adjust it. Here you have a link: https://devcrm.it/address There you have link to github with all files.

[Vadym]

Hi Zosh,

You can try to implement it with Entity Manager. Create the fields that you need and customize the appearance of detail, edit, list views, etc.

More information is there:

https://docs.espocrm.com/administration/entity-manager

https://docs.espocrm.com/administration/layout-manager

[emillod]

Vadym yes, you're right, he could just create new fields, but i thought he want this design like address field.

[esforim]

These two thread might be of interest to you:

https://forum.espocrm.com/forum/feature-requests/21033-addition-of-middle-name#post66454

https://forum.espocrm.com/forum/developer-help/58463-custom-template-for-multiple-fields

There might be a few other thread that I have omitted, do a search for "name" and you might find more: https://github.com/o-data/EspoCRM-Le...nd-Design/wiki

[telecastg]

Hello Zosh ,

Based on Ananya K great contribution https://forum.espocrm.com/forum/feat...name#post66454, here's how you can create a custom PersonName format to include additional "subfields".

In this case I wanted to break down a Contact name "Dr Alejandro José Gonzales Perez Jr" to whom the "Common or Dear" name would be "Alex" like this:

Preferred Name - eg: Alex
Prefix - eg: Dr
First Name - Alejandro
Middle Name - José
Last Name - Gonzales
Mother's Maiden Name - Perez
Suffix - Jr

So we will have the core code name format options:
lastFirst
lastFirstMiddle
firstMiddleLast

Plus custom name format options:
firstMiddleLastMother
firstMiddleLastSuffix
firstMiddleLastMotherSuffix

The field Preferred Name will be an additional field in the Contact entity, it doesn't have to be part of the PersonName complex field.

The result looks like this:


Steps:

1) Create a custom ORM field definition class to substitute the core PersonName field type class:
custom/Espo/Custom/Core/Utils/Database/Orm/Fields/PersonName.php

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Core/Utils/Database/Orm/Fields/PersonName.php

2) Create a custom metadata field definition for the personName field type:
custom/Espo/Custom/Resources/metadata/fields/personName.json
https://github.com/telecastg/person-...ersonName.json

3) Create a custom javascript view class for the personName field type:
client/custom/src/views/fields/person-name.js

https://github.com/telecastg/person-plus-for-espocrm/blob/master/client/custom/src/views/fields/person-name.js

4) Create the templates to render each custom variation of the PersonName formats:
client/custom/res/templates/fields/person-name/edit-first-middle-last-mother.tpl

https://github.com/telecastg/person-plus-for-espocrm/blob/master/client/custom/res/templates/fields/edit-first-middle-last-mother.tpl

client/custom/res/templates/fields/person-name/edit-first-middle-last-suffix.tpl

https://github.com/telecastg/person-plus-for-espocrm/blob/master/client/custom/res/templates/fields/edit-first-middle-last-suffix.tpl

client/custom/res/templates/fields/person-name/edit-first-middle-last-mother-suffix.tpl

https://github.com/telecastg/person-plus-for-espocrm/blob/master/client/custom/res/templates/fields/edit-first-middle-last-mother-suffix.tpl

5) Create a custom complementary metadata definition of the Settings entity to display the new PersonName formats in the Admin > Settings panel
custom/Espo/Custom/Resources/metadata/entityDefs/Settings.json

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Resources/metadata/entityDefs/Settings.json

6) Create custom language files to make the new PersonName formats "human friendly" to the user in his/her preferred language
custom/Espo/Custom/Resources/i18n/en_US/Settings.json

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Resources/i18n/en_US/Settings.json

custom/Espo/Custom/Resources/i18n/es_MX/Settings.json

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Resources/i18n/es_MX/Settings.json

7) Create custom language files to make the new fields labels "human friendly" in the user's preferred language
custom/Espo/Custom/Resources/i18n/en_US/Global.json

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Resources/i18n/en_US/Global.json

custom/Espo/Custom/Resources/i18n/es_MX/Global.json

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Resources/i18n/es_MX/Global.json

8) Define parameters for the "sub-fields" in the entities where you want to apply the custom format, (in this example apply to the Contact entity), and add the additional field "Preferred Name".
custom/Espo/Custom/Resources/metadata/entityDefs/Contact.json

https://github.com/telecastg/person-plus-for-espocrm/blob/master/custom/Espo/Custom/Resources/metadata/entityDefs/Contact.json

9) Clear Cache and Rebuild

[esforim]

That screenshot look great and I was, "gonna do it" but then after seeing 8-15 files that need to be modified I'm feeling shy. I added it to the Wiki for the time being.

[telecastg]

Here's a link to the solution, packaged as a commercial extension. With this extension you can accomplish everything from the extension's admin panel without having to write any code. https://payhip.com/b/VukYG

[Runner3677]

telecastg Unfortunately the link no longer works.

[emillod]

telecastg great work! You should pack this into extension man! I love it!! I can even help!

[telecastg]

Thanks emillod

it sounds like a great idea, perhaps packaging everything as a no coding solution for participants that prefer an "out of the box" solution.

I will PM you to plan how to do it for this improvement

[emillod]

Great! You now where to find me

[Zosh]

telecastg THANKS very much for your efforts here, this is a great contribution and makes sense to be rolled into an extension, a paid one at that for your time and expertise!!! Really appreciate you contributing to the open-source movement! This is a force to be reckoned with making ripples across the software industry

[telecastg]

You're very welcome, I appreciate your kind words.