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 Post subject: Adding a custom tab to the Customers page
 Post Posted: Tue Apr 06, 2010 12:40 pm 
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Joined: Fri Oct 26, 2007 3:55 pm
Posts: 3498
Location: Colorado, US
This helper will provide the starting point to adding a new tab to the Maintain Customers -> Edit page. It will allow additional fields to be added to you database for collecting information not provided in the standard release.

NOTE: This is just a guide, knowledge of php, mysql and the PhreeBooks framework is necessary.

Three files need to be added:
/my_files/custom/accounts/main/extra_tabs.php - adds the extra tab to the array when building the tab list.
/my_files/custom/accounts/main/template_c_extra_tab_0.php - contains the template for the tab contents.
/my_files/custom/accounts/main/extra_actions.php - contains the processing for the new fields.

I have attached a boiler plate of these files here to use as a starting point.

Installation:
1. The new fields must be added manually to the contacts table (or address book table or a new table, your choice)
2. Unzip the files and place in the /my_files/custom/accounts/main directory.
3. Edit the files to customize to your needs (this is where it gets fun).

There are 2 actions of interest, save and edit. This is where the fields are read and written to the database. From here Reports and forms can be modified to include your new fields. Please post any comments in this thread.

Dave


Attachments:
custom_tab.zip [3.58 KiB]
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 Post subject: Re: Adding a custom tab to the Customers page
 Post Posted: Wed Apr 06, 2011 5:22 am 
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Joined: Tue Feb 01, 2011 8:46 am
Posts: 10
Hi Dave
the above zip file seems to corrupt.
Could you reload/check the zip files.

Thanks


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 Post subject: Re: Adding a custom tab to the Customers page
 Post Posted: Thu Apr 07, 2011 12:08 am 
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Joined: Mon Mar 01, 2010 5:32 am
Posts: 554
Location: Netherlands
I would like to point you to a other download it is easy to setup.
you do not require to program in PHP and if you have mutiple companies then can setup these fields for each company different.
(download the latest)

viewtopic.php?f=31&t=1637&p=6671#p6671

_________________
Rene Kervezee


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