In-Grid Editor like Microsoft CRM??

[Provino]

Anyone know of any control that allows in-grid editing like this?



I'd like to have my sales reps be able to go down a list of leads quickly and make updates right from the list screen without having to click into each and every record to do things, which is painfully slow and takes too many clicks, plus they loose their place when the get back to the list. They could call 200-250 people a day, but are severely hampered right now when they use SugarCRM....

any help or ideas appreciated.

Jeff

[Provino]

In a quick online search, I found this opensource tool - you should visit the link to see it live in action. Quite amazing really.

http://www.drasticdata.nl/DDHome.php?m=2



Integrating this into all list views of sugar would be amazing. Think of the time savings that could be realized.

Jeff

[SugarDev.net]

Now THAT is a listview. Although, the massupdate seems to be for 1 field at a time, and it probably isn't very customizable. And the list doesn't get enough space. But man, that's a nice listview.

[eggsurplus]

If something like that were to be done I'd suggest not using icons all over the place but to instead have an edit take place upon a double-click as some other products work. Once down an ajax call would go back to the server to save it. The trick then would be to figure out what would trigger the save. Would it be at the row level or at the field level?

[Provino]

All interesting observations. I tend to agree w/ the no-icons approach. And row/field - make it field. Why update an entire row when all I change is the DNC flag (do not call) on 100 rows before I make a couple of edits to other fields in other rows?

Jeff

[stevec]

Hi,

I did something that worked in a similar way for existing oportunities for 4.5 using this tool:

https://yui-ext.com/products/extjs/

(the editable grid). it was very specific to an internal requirement but it might be a way to go for a more general grid editor (especially utilizing the changes in development from version 5.0 onwards).

https://yui-ext.com/deploy/dev/examp...edit-grid.html

[eggsurplus]

Stevec,

I'm getting an invalid certificate error on that url.

[stevec]

So did I but I added an exception to get to it.

Saying that though, the actual YUI code's data-table is now looking good for grid editing - though paging would still need to be handled by the sugar code:

http://developer.yahoo.com/yui/examp...llediting.html

[mmoylan]

I was able to create something like this for a customer using YUI, It was a while ago though I will try to post the source code and explain how i got it to work

[pbel]

Ever tried dispage module surfer? dispage - ModuleSurfer

Looks like the tool we will go for. Even it costs something it looks reasonably prized and I like better to pay something and to have support (the develeoper answered an email in 1 day) then to be stuck with a sugar version as the plugins don't update