At its core, a CRM is about relationships: relationships between pieces of data which themselves hold data.

We need to make use of http://drupal.org/project/relation, so this issue is to figure out how.

Some questions about relation:
- does it let us define default relation types, thus saving the site builder from having to define them in the UI

Some things we need:
- a fairly complex autocomplex widget for selecting a party.

Comments

mrsinguyen’s picture

mrsinguyen commented

Subcribe

spykid’s picture

spykid commented

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chriscohen’s picture

chriscohen commented

Subscribe.

rlmumford’s picture

rlmumford
Primary language English
Location Manchester
commented

You can define relation bundles that are field-able like any other entity - infact the crm_profile and crm_user modules do just that, they define a new relation type.

Autocomplete will be tricky, but i think chx is working on one at the moment, somewhat begrudgingly. We DEFINATELY need a better ui for making things with relations.

rlmumford’s picture

rlmumford
Primary language English
Location Manchester
commented
Title: work with Relation module » Integrate with Relation to store Party Relationships (e.g Father->Son)
Version: » 7.x-1.x-dev
Component: Code » Ecosystem modules
Category: task » feature

It looks like relation has come a long way in the last few months, so hopefully things like auto-complete will be sorted.

I'm going to set this as a feature request. I don't know how much work it will be to implement.

joachim’s picture

joachim commented

And see #1696254: Allow relations to restrict end points by party hat. too.

joachim’s picture

joachim commented
Issue summary: View changes

aaaaaaaargh