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[SOLVED] How do you edit/delete Customers?

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[SOLVED] How do you edit/delete Customers?

Postby Rmetfd » 19.08.2014, 02:23

Hi,

I have been unable to find a way to edit or delete customers.
Can somebody please advise me on this?

Thanks!

Rob
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Re: How do you edit/delete Customers?

Postby Eva » 19.08.2014, 21:38

Hi Rob,

the customers can currently only be added.
Deleting and editing will be part of the next minor release.
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Re: How do you edit/delete Customers?

Postby Israel Donoso » 15.12.2014, 18:11

Eva wrote:Hi Rob,

the customers can currently only be added.
Deleting and editing will be part of the next minor release.



Greetings i need this feature i have clients that change of phone that steps i follow to modify a customer? As van the progress of this feature? Thanks
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Re: How do you edit/delete Customers?

Postby rkoran » 14.01.2015, 19:57

i adjusted admincustomers.php from $userpermissions.customers.del to $userpermissions.admin and it worked. I'm not sure what the customer.del and .edit are for as i don't see those options in the permissions list. seems like a bug to me.
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Re: How do you edit/delete Customers?

Postby Eva » 14.01.2015, 20:32

Where did you change this? Could you give us a little bit more context? This will make it easier to answer your question. :)
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Re: How do you edit/delete Customers?

Postby rkoran » 14.01.2015, 21:51

hi.
basically on admincustomers.tpl the following doesnt work:

{if $userpermissions.customers.edit}
<a id="edit_butn{$allcust[cust].ID}" class="tool_edit" href="javascript:void(0);" onclick = "change('managecustomer.php?action=editform&amp;id={$allcust[cust].ID}','form_editcustomer');Effect.BlindUp('form_addcustomer');toggleClass(this,'tool_edit_active','tool_edit');blindtoggle('form_editcustomer');" title="{#edit#}"></a>
{/if}

{if $userpermissions.customers.del}
<a class="tool_del" href="javascript:confirmfunction('{#confirmdel#}','deleteElement(\'proj_{$allcust[cust].ID}\',\'managecustomer.php?action=del&amp;id={$allcust[cust].ID}\')');" title="{#delete#}"></a>
{/if}

When i changed it to

<!--added-->
{if $userpermissions.admin.add|default}
<a id="edit_butn{$allcust[cust].ID}" class="tool_edit" href="javascript:void(0);" onclick = "change('managecustomer.php?action=editform&amp;id={$allcust[cust].ID}','form_editcustomer');Effect.BlindUp('form_addcustomer');toggleClass(this,'tool_edit_active','tool_edit');blindtoggle('form_editcustomer');" title="{#edit#}"></a>
{/if}

{if $userpermissions.admin.add|default}
<a class="tool_del" href="javascript:confirmfunction('{#confirmdel#}','deleteElement(\'proj_{$allcust[cust].ID}\',\'managecustomer.php?action=del&amp;id={$allcust[cust].ID}\')');" title="{#delete#}"></a>
{/if}
<!--end-->

the icons appeared but do nothing.

Thank you in advance for your advice
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Re: How do you edit/delete Customers?

Postby Eva » 14.01.2015, 22:23

Ah, now I see what you mean. Thanks!

This has only been implemented after the next release and is an unfinished feature. We will finish it for the next release, though, and then there will also be a permission called "$userpermissions.customers.edit/$userpermissions.customers.del" :D
Sorry for the confusion.
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Re: How do you edit/delete Customers?

Postby andrewlevison » 11.03.2015, 13:58

I made the mistake of creating a customer!
It was easily deleted via the table Company.

When will the functionality for Customer be ready?
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Re: How do you edit/delete Customers?

Postby Eva » 11.03.2015, 17:46

It will be in the upcoming release of Collabtive 2.1
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Re: How do you edit/delete Customers?

Postby Eva » 27.03.2015, 09:47

If you upgrade your install to Collabtive 2.1.1, you will be able to edit and delete customers.
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