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barryo edited this page Apr 10, 2013 · 3 revisions

INTRODUCED: 20130410 - V3.0.9 (sponsored by LONAP)

Contacts can no be assigned to multiple arbitrary groups.

Creating / Editing / Deleting Groups

A group is defined by:

  • a name (e.g. beer);
  • a type (e.g. Likes); and
  • a description (e.g. Contacts in this group like to drink beer).

You define the group types in application.ini such as:

contact.group.types.ROLE  = "Role"
contact.group.types.LIKES = "Likes"

In these examples, ROLE will be entered in the database column and Role will be displayed in the interface.

Groups can then be added / edited / deleted via ixp/contact-group. This can be reached by clicking Contacts and then Contact Groups in the left menu.

Assigning Contacts to Groups

Assigning contacts to groups is done in the contact add / edit page.

Exporting Contact Groups

Contact groups can be exported using the ixptool.php command, for example:

bin/ixptool.php -a cli.cli-export-group -p type=ROLE,format=csv,cid=1

where the possible comma separated parameters are:

  • type=XXX: Contact group type (e.g. ROLE); or

  • name=XXX: Contact group name (e.g. beer).

  • format=XXX: Output format - one of json (default) or csv

  • sn: Customer shortname to limit results to; or

  • cid: Customer id to limit results to.

Special Group: Roles

The default application.ini and the fixtures.php script creates a ROLE group type populated with groups Admin, Billing, Technical and Marketing. There is a dedicated form element when editing contacts for any groups defined in the Role type.

If the role type is removed from application.ini, the form element for the contact's roles will not be shown.