Grouping of accounts or contacts

[the stig]

Is there a way to group contacts. Let's say i want to make my own classifications like "send accound a cristmas card" or more crm like "account was on last meeing". And afer this you can assign accounts on this classification so you can get a list of all accounts who where on the last meeting or something like that.

Is this way of grouping possible in Sugar or with any plugin/addon? Or should i use a pro version, i am using the opensource version.

Kind regards

Erik Klaassen

[atheimer98]

The easiest way IMO is to create a custom field that contains a managed dropdown list. Than you can mass-update
using the search criteria to move accts or contact between groups. Otherwise look for the power prospecting module
which works well for creating lists.

[the stig]

Tanks for the fast answer, I'll try around...

Erik

[the stig]

Allright, i've done some thinks. I made a multiple select custom field and added this field into the accouts page. I added it on the detail view, edit view, in the additonal list on the list view and last on de search form.

I made a list with some test data: "was on last meeting", "is a customer of john", "is a customer of jane"......

Then i edited a accound and selected "was on last meeting" and "is a customer of john". Next thing i selected "was on last meeting" and "is a customer of jonh" in the search form but it didn't return with my just edited account.

Point is, i want to search all accounts who where on the last meeting and are a customer of john (for example)

When i select just one cassification it works fine but i just need more...

I hope you can help me with te next step...

Regards,

Erik

[the stig]

Someone please?

[heaveyb]

Erik
Had same problem
See this thread for solution from Martin Haber
http://www.sugarcrm.com/forums/showt...ferrerid=44179
Hope that helps
Ben

[the stig]

wow nice code.
But it is working like sql and statement and i'am looking for something that works like a or statement.

I tried to replace the and by or's but that didn't work either.

I made a company1 that is "test1" and "test2". and another company2 that is "test2" and test3" When is search for accounts that are "test1"and test2 i get both accounts. But i only want company1.

What should i do?

tanks in advance

[martin.huber@canoo.com]

Hi Stig,

if you want a "and"-search for the multi-form params you have to do 2 things:

1. replace the single " OR" in between the 2 comments with " AND"
2. locate a code block above the one I introduced, that is looking pretty much like that
if(is_array($parms['value'])) {
foreach($parms['value'] as $key => $val) {
if($val != ' ' and $val != '') {
....

- it is the only other place with that "is_array" check, ...

That code fragment introduces an OR statement like:
OR field_value in {"test1, "test2"{
that would disturb the behaviour you are intending (in the case, the custom field only contains exactly one value, either "test1" or "test2" it would return both records what again would be like an or search)
=> just comment out that upper block !

Hope that helps,
best regards,
Martin

[the stig]

I am sorry, i don't get it....
I located this code :

    if(is_array($parms['value'])) {
                       foreach($parms['value'] as $key => $val) {
                       if($val != ' ' and $val != '') {
                          if(!empty($where)) {
                                $where .= " OR ";
                            }
                            $where .= " locate('" . $GLOBALS['db']->quote($val) . "',$db_field)>0 " ;
                        }
                    }
                }
 
 
 
                        $itr++;
                        if(!empty($where)) {
                            $where .= " OR ";
                        } 
  

Which OR needs to be a AND?
And what sould be commended out?

Erik

[martin.huber@canoo.com]

Your code in "include/SearchForm/SearchForm.php" should look like this:

From line 182

            if(isset($parms['value']) && $parms['value'] != "") {
                $operator = 'like';
                if(!empty($parms['operator'])) {
                    $operator = $parms['operator'];
                }
                if(is_array($parms['value'])) {
// comment this block out as this builds the in query: "... field_value IN {'test1', 'test2'}
// we will build another query later
//                    $operator = 'in';
//                    $field_value = '';
//                    foreach($parms['value'] as $key => $val) {
//                        if($val != ' ' and $val != '') {
//                            if (!empty($field_value)) {
//                                $field_value .= ',';
//                            }
//                            $field_value .= "'" . $GLOBALS['db']->quote($val) . "'";
//                        }
//                    }
                }
                else {
                    $field_value = $GLOBALS['db']->quote($parms['value']);
                } 
  

and at the bugfix at line 260, that is implementing the OR lookup for the selected search fields:

 if($GLOBALS['db']->dbType == 'oci8' && isset($parms['query_type']) && $parms['query_type'] == 'case_insensitive') {
                              $db_field = 'upper(' . $db_field . ")";
                              $field_value = strtoupper($field_value);
                        }
// bugfix, line 260, include/SearchForm/SearchForm.php:
// test for every multi select parameter, if it is a substring of the field:
// @stig: you need to build sql of the form:
// ( locate('term1', FIELD)>0 AND locate('term2', FIELD)>0 ... )
                if(is_array($parms['value'])) {
                    foreach($parms['value'] as $key => $val) {
                        if($val != ' ' and $val != '') {
                            if(!empty($where)) {
// @stig this has to be the AND
                                $where .= " AND ";
                            }
// @stig probably it is the best to have the and expression in ( ) 
                            else {
                                $where .= " ( ";
                            }
                            $where .= " locate('" . $GLOBALS['db']->quote($val) . "',$db_field)>0 " ;
                        }
                    }
// @stig and close it again: 
                   if(!empty($where)) {
                           $where .= ")";
                   }
                }
// end bugfix: test for every multi select parameter, if it is a substring of the field
 
                        $itr++;
                        if(!empty($where)) {
                            $where .= " OR ";
                        } 
  

Best regards,
Martin