Epesi ENS | Epesi Academy | epesi.cloud PaaS | GitHub

Help Me! | Download from SourceForge Download Epesi BIM Free & Open Source CRM


Hi Everyone,

I have a interesting feature that I would like to have on EPESI.

I have a custom module that will point out to different existing modules using select fields.

array('name'=>'Customer', 'type'=>'select', 'param' => 'company::Short Name|Company Name', 'visible'=>true, 'filter'=>true),
array('name'=>'Contact, 'type'=>'select', 'param' => 'contact::First Name|Last Name', 'visible'=>true, 'filter'=>true)

When I enter the information, I enter the company and then the contact. Then I say, "Oops, I have not added that contact yet for the CRM".
Now I have to go out, leave this module, go to and add a contact. (this could also be for the company)

Is it possible to have a button next to the select field (+) so I can quickly add a contact in a new window and then when I close that window I am back where I was entering my information and then I can add the new contact?

I find it somewhat tedious and I'm sure that if something like this is possible, it's going to save so many hours entering data in the CRM so we don't have to jump all over the place in the CRM.

This is my feature request for the day.

Thanks everyone, (Leave a comment if you think this is a good idea)

jjjj12212

To add record and all necessary fields you need to be in the full record view (add, edit - the same). While it would be possible to create a popup dialog box to create a new record it will be redundant.

The way you can do it:
- One tab in the browser: let's say you are in epesi adding a task and want to associate it with a contact (Kowalski Jan in my case), but you just find out that you don't have it in a database yet. Keep the form open.

nocontact1.png


- Open another tab in the browser: open contacts module and add the missing contact. Save. (Added Jan Kowalski)

nocontact2.png


- Switch back to the first tab. Go to the autocoplete field and you will see the newly added contact:

nocontact3.png

You can keep several tabs open on the browser with each one in a different epesi module. You will be more productive this way.

Up to 5 opened tabs of one EPESI. Opening 6th will cause that the first opened will be broken.

Write a Reply...