Add fields to Company and Contacts

dugjohnson

I am converting a large Commence installation to EPESI. This sales organization has a lot of "extra" fields for Company, Contacts, etc.

If I want to add fields to those tables, is it possible to modify the tables and update the modules that support them, or should I write modules/tables that gives me a 1to 1 relation with Company/Contact.

This might come up again as I go through the process so I would prefer to change the base tables, but I also understand the danger of doing that for updates.

What is best practice?

And, yes, I do know what I'm doing in PHP development.
Doug

jasiek

Doug,

You can add extra fields via Record Browser admin panel. You have to do it this way - not directly on the database tables as it creates additional tables for the recordset.

If you think that you will be doing exactly the same thing over and over it will make sense to create a custom module which will install these fields for you. You will be able to install this custom module on other EPESI installations and these fields will be created for you. IF you want to go this way see: http://www.epesi.org/Category:Developer_Tutorials

EPESI updates will not affect your custom fields - they will be preserved.

BTW - you should import data - like Companies and Contacts via Import utility. We currently redesigned it and the new version allows import any recordset - not only Companies and Contacts. You should wait for that version. I will try to make it available in the EPESI Store tomorrow. It is called Premium Import.

dugjohnson

[quote="Jasiek":3sfs9qgr]
BTW - you should import data - like Companies and Contacts via Import utility. We currently redesigned it and the new version allows import any recordset - not only Companies and Contacts. You should wait for that version. I will try to make it available in the EPESI Store tomorrow. It is called Premium Import.[/quote:3sfs9qgr]

Great. Your timing couldn't be better. I have a full implementation to move and was dreading the other tables.

dugjohnson

Is the 19.95 Data Import in the store the new one? I couldn't tell...clicking on Data Import takes you to the free one which is Contacts and Companies only.

If it is the new one, let me know and I will buy it.

If it is NOT the new one, can you post here when you put it in the store? Or is there somewhere else that you post the joyous news.

Yes, I'm new here, but like what I'm seeing.

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