Adding a phone type

Attention!
The information in this article is applicable only to ELMA 3.8 and older.

This is an example of how to add a phone type that can be specified when entering a phone number on the Contact, Contractor, etc. page.

In Designer:

  1. Add the Phone Type property to the Phone object (CRM section).
  2. Choose the Drop-Down List type.
  3. Add phone types to the list elements (each in a new line): Home, Work, Mobile.
  4. Property name - PhoneType; database field name - PhoneType.
  5. Save and publish the Phone object.

Copy the phone view form (file c:\ELMA3-Standart\Web\Modules\EleWise.ELMA.CRM.Web\Views\Shared\DisplayTemplates\Entities\PhoneSet.cshtml) to the configuration folder \WebApplication\Modules\EleWise.ELMA.CRM.Web\Views\Shared\DisplayTemplates\Entities. If some folders are missing, create them. Open the copied form in any text editor and replace its content (see attachment).

Copy the phone editing form (file c:\ELMA3-Standart\Web\Modules\EleWise.ELMA.CRM.Web\Views\Shared\EditorTemplates\Entities\PhoneSet.cshtml) to the configuration folder \WebApplication\Modules\EleWise.ELMA.CRM.Web\Views\Shared\EditorTemplates\Entities. If some folders are missing, create them. Open the copied form in any text editor and replace its content (see attachment).

If the InfraTel integration module is activated, the view form will not get replaced. In this case, copy the folder EleWise.ELMA.IntegrationInfratel.Web from the attached archive to the configuration folder WebApplication\Modules.