README

This Bundle extends the Sulu Contact Bundle by some CRM functionality like ..

• adds Account-Types Basic, Lead, Customer, Supplier
• adds an extra tab
• adds a toggle for set any accounts to active

Installation

The following steps need to be done. Installing the SuluActivityBundle is optional.

Edit configuration files

app/config.yml:

Add configuration as described in Configuration

app/AbstractKernel.php:

    // crm
    new Sulu\Bundle\ActivityBundle\SuluActivityBundle(),
    new Sulu\Bundle\ContactExtensionBundle\SuluContactExtensionBundle(),

app/config/admin/routing.yml:

    sulu_activity_api:
        type: rest
        resource: "@SuluActivityBundle/Resources/config/routing_api.xml"
        prefix: /admin/api
    
    sulu_activity:
        resource: "@SuluActivityBundle/Resources/config/routing.xml"
        prefix: /admin/activity
    
    sulu_contact_extension:
        resource: "@SuluContactExtensionBundle/Resources/config/routing.xml"
        prefix: /admin/contact
    
    sulu_contact_extension_api:
        type: rest
        resource: "@SuluContactExtensionBundle/Resources/config/routing_extension_api.xml"
        prefix: /admin/api

composer.json:

    "sulu/contact-extension-bundle": "[VERSION]",
    "sulu/activity-bundle": "[VERSION]",

Build translations

If SuluTranslationBundle is not included yet, do so (AppKernel and routing.yml)

 app/console sulu:build translations

Configuration

The following is an example configuration and contains all possible configurable attributes:

 
 # SULU Contact Extension Configuration
 # define the account types and form of address
 # tabs key must match tab-id specified in content-navigation
 sulu_contact_extension:
     # Displays a toggle in accounts detail tab to set an account to active
     display_account_active_toggle: true
     # Define different account-types
     account_types:
         basic:
             id: 0
             name: basic
             translation: contact.account.type.basic
             convertableTo:
                 lead: true
                 customer: true
             tabs:
                 financials: false
         lead:
             id: 1
             name: lead
             translation: contact.account.type.lead
             convertableTo:
                 customer: true
             tabs:
                 financials: false
         customer:
             id: 2
             name: customer
             translation: contact.account.type.customer
             tabs:
                 financials: true
         supplier:
             id: 3
             name: supplier
             translation: contact.account.type.supplier
             tabs:
                 financials: true
                 
     contact_types:
         basic:
             id: 0
             name: basic
             translation: contact.contact.type.basic
             addTranslation: contact.contact.add-basic
         customer:
             id: 1
             name: customer
             translation: contact.contact.type.customer
             addTranslation: contact.contact.add-customer
         partner:
             id: 2
             name: partner
             translation: contact.contact.type.supplier
             addTranslation: contact.contact.add-supplier