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A component to add 'Companies' and 'People' tabs to the My CRM Menu

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A component to add 'Companies' and 'People' tabs to the My CRM Menu

Jeff Richards
28 Feb 2018 8:37 AM
  • Comments 10
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A new component has been added to the Example Components & Developer Resources (All Versions) download section.  The new component will add two new tabs to the My CRM menu.  The tabs will display the Companies and People assigned to the logged on user. 

Comments
  • adjmcloon
    28 Feb 2018 7:28 PM

    Nice add, very timely for something we had started working on.  I assume we can modify the columns and filters as usual?

  • Jeff Richards
    1 Mar 2018 10:57 AM

    Yes. These can be changed.  To keep the component as small as possible I used the existing Company and Person lists and screens.  Because they are reused items you would need to think about what was changed.  But if this is a useful feature then left me know how you want this enhanced and I will add 'update' the component.

  • Vince Langfield
    17 Apr 2018 9:40 AM

    Hi Jeff, this is an excellent component and sorts me out on a particular request for a new implementation.

    However, they would like the same for Team CRM. Would you be able to provide one for this please.

  • Jeff Richards
    20 Apr 2018 9:49 AM

    Vince

    I have updated the component to allow it to be called from the context of the Team menu.

  • klou
    20 Jun 2018 7:19 PM

    This would be a great feature to add to stock installations. How are "People" and "Contacts" (existing) different?

  • Jeff Richards
    25 Jun 2018 11:10 AM

    The Contact tab display contacts that are synched backwards and forwards with Exchange.  This people tab displays people for which this user is the assigned user (account manager) and for which they have rights.

  • VictorBasilio
    8 Nov 2018 8:04 PM

    Can I change the label of the Company tab once it is added in the system?

  • Jeff Richards
    9 Nov 2018 7:18 AM

    Yes.  This is just a standard change to the Tabs in the Customization screens.

  • R Graham Macleod
    15 Aug 2019 8:48 PM

    Jeff, I agree with everyone that this is a nice and useful feature however I've been playing around with My CRM / Team lists using the .Net DLL and getting some weird behavior results, especially with the User / Team selections not staying.  This component also does some weird stuff, e.g. if I change the selected User, it refreshes the page to the Dashboard.  Is my CRM system smoking something that yours isn't?

    Also, any chance you could upload the source code, either as a separate post or as part of the component.  Seeing the behavior in CRM is great but seeing how you built it is that much more useful.  Thanks in any case.

  • Jeff Richards
    27 Aug 2019 9:13 AM

    Graham

    The project wasn't sophisticated as it just used the specialised classes.  I am sorry but I no longer have the source code.  It never made it across from my old machine to my new laptop.