RE: [Phpgroupware-developers] addbook ready for testing

[Brad Sturgill]

Thanks Peter I appreciate the information!  I think that I may stay with the
existing addressbook for now.  I can make a few changes to what is there and
get most of what I need.  At least I know the code already.

thanks.

Brad

-----Original Message-----
From: address@hidden
[mailto:address@hidden Behalf Of Peter
Moulding
Sent: Thursday, May 02, 2002 6:51 PM
To: address@hidden
Subject: RE: [Phpgroupware-developers] addbook ready for testing


Hello Brad,
Addbook with TTS, not infolog. There were email to this group from
someone I do not remember. I requested addbook and received an email
containing the code from Heiko Schwarzenberg. I do not know what changes
Heiko might want to make before publishing the code.

I have Big Brother monitoring a system and am about to change the
monitor to generate trouble tickets in TTS.

The contact person can be entered without a company but it ends up in a
different table. If I change my TTS mod to list companies, I will not
see people entered without companies. Heiko might have code to access a
combined company/person list.

Peter

-----Original Message-----
From: address@hidden
[mailto:address@hidden On Behalf Of Brad
Sturgill
Sent: Friday, 3 May 2002 11:17 AM
To: address@hidden
Subject: RE: [Phpgroupware-developers] addbook ready for testing

Thanks Peter, I appreciate all of this information.  It sounds like it
has
been rather stable for you and that you have spent quite a bit of time
getting to know the app.  I have the time this weekend to devote to
dealing
with this app IF I could find a copy of it.  Is it in CVS?  I don't see
it
in the CVS browser on Savannah.

Question, did I understand you to say that the contact (person) can not
exist without an organisation?  If that is the case that could be a
problem
for my users.  Also, I believe that I saw you had tested the system with
infolog and it seems to be working well.  Have you received any
indication
on the developers interest in integrating email, calendar and projects
into
the functionality similar to infolog?  That would make this work much
like a
CRM application and would be extremely useful for most of the users that
I
am working with.

Thanks again!



-----Original Message-----
From: address@hidden
[mailto:address@hidden Behalf Of Peter
Moulding
Sent: Thursday, May 02, 2002 5:11 PM
To: address@hidden
Subject: RE: [Phpgroupware-developers] addbook ready for testing


Hello Brad,
I have addbook running in production for a TTS user. There are about 5
minor points I sent back to the developer. If you install it as is, you
will need a solid day to find the idiosyncrasies. Once the minor points
are cleaned up with better on screen information or installation
documentation, I think implementation should be easy.

Addbook creates yet another field named category. It is used only when
adding a contact (called a person) to a company (called an
organisation).

I added addbook to my user and I had both addbook and addressbook
showing.

When I converted addressbook entries to addbook, they appeared under my
id and I had to grant read permission to everyone else.

There are three permission columns without headings. The first appears
to be read access.

There were a couple of other things that required trial and error to
resolve.

I thought the table would contain an infinite parent/child structure so
you could have company at the top and people by themselves or within
companies. There are separate organisation and people tables so the HTML
selection process will need work. You could present an 'organisation'
selection then a 'person within organisation' selection. If the contacts
were all in one table, it would be a simple recursive selection display
with the top level presenting both companies and people not within
companies.

We use TTS with Customer Group Category. Customer is a TTS field added
next to group. I added code to insert the addressbook id in the TTS
field and return the customer name for display when displaying the TTS
field. This code will need something more complicated for addbook unless
addbook has code that presents the organisation and person tables as a
singular unit.

Peter

-----Original Message-----
From: address@hidden
[mailto:address@hidden On Behalf Of Brad
Sturgill
Sent: Friday, 3 May 2002 6:57 AM
To: address@hidden
Subject: RE: [Phpgroupware-developers] addbook ready for testing

Has addbook been placed in CVS?  From the conversations I have seen,
this
looks like an app I would like to spend some time with, so how do I get
a
copy?

I agree that it would be nice to be able to have a running record of all
contact with the organization/contact.  For example, it would be nice to
be
able to see a list of all meetings and emails, similar to the way that
we
can currently see call, todo, and notes from infolog, by contact.  I had
started working out a "plug-in" like feature to infolog, but if addbook
is
already contemplating this in its design, I will stop and work within
the
addbook structure.



-----Original Message-----
From: address@hidden
[mailto:address@hidden Behalf Of Brian Johnson
Sent: Thursday, May 02, 2002 1:10 PM
To: address@hidden
Subject: RE: [Phpgroupware-developers] addbook ready for testing


Couple of other addbook points/questions:
1. it would be convenient for a couple of the other modules to refer to
the
contacts in the addbook (like projects, timetrack, and the two
accounting
packages).  is there a way to make sure that a contact isn't deleted
from
the addbook if other tables have pointers to it?
2. along the idea of item 1. is there a way to mark contacts as active
or
inactive to leave contacts with links from other packages but be able to
filter them out of displays/queries


-----Original Message-----
From: address@hidden
[mailto:address@hidden Behalf Of Brian Johnson
Sent: Wednesday, April 24, 2002 3:22 PM
To: address@hidden
Subject: RE: [Phpgroupware-developers] addbook ready for testing



> > I had to upgrade from 0.9.12 and I have NOT set it up as the default
> > addressbook
>
> currently there is no possibility to choose which addressbook
> you want to use as
> default. but because of the fact that the new addbook nees
> another api class for
> interacting correctly with email and infolog and other apps,
> the old addressbook
> won't work correctly after that.

Just to clarify, I didn't do this:
if you want to use apps like email, infolog and projects, you have to
copy
the
files in folder "addbook/phpgwapi" to phpgroupware/phpgwapi/inc.
this adds class.contacts1_sql.inc.php which replaces the
class.contacts_sql.inc.php.
it automatically uses the right contact.class if the user has access to
addbook.
if not, it uses the "old" class that is compatible to the "old"
addressbook.
the disadvantage is, that you can't use addressbook and addbook parallel
to
each other.

> > 1. what do the contact listings in the add organization
> form do? they don't seem to tie in with anything
>
> do you mean the extra-contacts? its the answer for your 3rd
> question. take a look
> down..
> > 3. we need more fields for the orgs and the persons.  we
> could get an
> > unlimited number if we somehow set it up as a separate table with
> > contact_id, info_type (eg phone numbers, mobile numbers,
> fax numbers,
> > emails, web addresses, mailing addresses) and info_value
>
> that has already been done. you can add extra and unlimited
> contacts. under
> "administration->add contact categories" you can add
> categories for this extra
> contacts, e.g.  pager, icq,... because the email-app or
> infolof expect some typical
> types like home phone or email, i had to make some fix
> contact categories.

ohhh - that's what that was for, I thought it was to add extra people
and
couldn't understand it's need.  OK, for sharing of data (eg my sync
conduit
to the palm pda) it would be much more convenient (ie easy to manipulate
the
data) if it was all set up the same way (eg all set up this way instead
of
some fields in one table for people, some fields in another table for
organizations, and the potential for these extra fields in a third table
for
either people or organizations)

> > 2. could the add organization and add person forms be
> rolled into one? I thought maybe a add contact form that allowed you
to
pick
> the org from a combo box or type in a new one, if an existing one
display
> the org info for editing and if a new one allow the user to input the
new
> org info on the same form as the person info
>
> at the moment you can choose an already created organization
> from an dropdown - box (just beside "job").

it would be convenient to be able to add a new org at the same time as
adding a new person from that org


> > 4. a separate category system has been provided, can it be
> set up to allow
> > multiple categories for each org or person? (eg use main
> phpgw category
> > system to control user access to records but use a second
> category system to
> > categorize contacts - but allow multiple categories per contact)

ok, the category system I'm talking about here is really the extra
contacts
system discussed above, so I still think there is a need/use for this
additional category system to allow multiple categories to be assigned
to
each person or organization.  Again for sharing of data, it provides
another
way for other modules/progs to use queries to filter out what data they
are
looking for (eg in my engineering field, I could flag a building
contractor
as an industrial contractor, an institutional contractor, a commercial
contractor, and a residential contractor if they do all of those types
of
projects - some do and some don't - and then I can create a query for
commercial contractors when I want to do a mailout to invite them to
tender
a commercial building project for instance)

> > 8. the site configuration gave me an error that it couldn't find
> > addbook/templates/default/config.tpl
>
> when does this error exactly occur?

when I click on the administation icon & click on site configuration
under
the addbook heading I get the error



Additional thoughts:

a. the phpgw_addbook_relation table could be removed if a org_id field
was
added to phpgw_addbook_person_main to link the person to an organization

b. might be useful to have additional prefs to set defaults for fields
like
city, state, and country (but still allow them to be edited for each
entry)

c. don't forget to add a notes field for both people and orgs to catch
any
data that doesn't fit elsewhere

d. how soon can we get this module working with other modules (ie email)

e. do you have any thoughts on how a sync conduit to a palm pda should
be
setup for this module?  I'll have to come up with some way to map the
records on the Palm that doesn't separate people and orgs with this
module.
Moving the the Palm is easy with a select query that pulls in both
tables
together but moving from the Palm back to phpgw will require additional
thought



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