Problem/Motivation

Current content at /admin/structure/crm:

Contact types
Manage and CRUD actions on Contact type.
Detail Types
List of method detail types to extend site functionality.
Method types
Manage and CRUD actions on CRM Contact Method type.
Relationship types
Manage and CRUD actions on CRM Relationship type.

Proposed resolution

Simplify wording, match entity type naming on the linked pages, and add examples to make clear what these things are at this decision point for a site builder:

Contact types
Manage contact types. E.g. person, household, organization.
Contact method types
Manage contact method types. E.g. address, email address, telephone.
Contact method detail types
Manage contact method detail types. E.g. home, work, mobile.
Relationship types
Manage relationship types. E.g. parent-child, employer-employee.

Remaining tasks

User interface changes

API changes

Data model changes

CommentFileSizeAuthor
#9 After patch.png46.19 KBanjuelsaphilip2020
#9 Before patch.png46.42 KBanjuelsaphilip2020

Issue fork crm-3566215

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jdleonard created an issue. See original summary.

jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented
Assigned: jdleonard » Unassigned

svendecabooter made their first commit to this issue’s fork.

svendecabooter opened merge request !164

svendecabooter’s picture

svendecabooter
he/him
Primary language Dutch
Location Gent
commented
Status: Active » Needs review

Updated the wording as per your suggestions.
Also rearranged the menu items in the links.menu.yml file a bit, so they are grouped per parent.

jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented
Status: Needs review » Needs work

While I prefer "contact method detail types", to avoid conflating issues, that wording change should be restricted to #3566216: Rename "Method Detail Type" to "Contact Method Detail Type"

In the interim, this issue should use "method details".

jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented
Assigned: Unassigned » jdleonard
jdleonard’s picture

jdleonard
he/him
Primary language English
Location Austin, Texas
commented
Assigned: jdleonard » Unassigned
Status: Needs work » Needs review

Replaced "contact detail method types" with "method details".

anjuelsaphilip2020’s picture

anjuelsaphilip2020 commented
StatusFileSize
new Before patch.png46.42 KB
new After patch.png46.19 KB

Hi, I’ve verified and tested MR !164 and applied the patch successfully on CRM 1.0.x-dev version. The changes are working as expected.
Following steps I followed:

  1. Set up a simple test site with CRM enabled.
  2. Go to Administration → Structure → CRM
  3. Observe the list of CRM structure items and their descriptions.

Testing Result: After applying the patch, menu labels are clearer, descriptions include examples, and items are better grouped with all links working correctly.
Attaching screenshots for reference.
Thanks

anjuelsaphilip2020’s picture

anjuelsaphilip2020 commented
Status: Needs review » Reviewed & tested by the community

bluegeek9 made their first commit to this issue’s fork.

bluegeek9 changed the visibility of the branch 1.0.x to hidden.

bluegeek9’s picture

bluegeek9 commented
Status: Reviewed & tested by the community » Fixed
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Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.