collective.contacts 1.2.0

Address book content type for Plone

collective.contacts

English

This product provides an address book where you can add Persons, Organizations and Groups

The address book has 3 customized views, one for Persons, one for Organizations and one for Groups.

The product is fully internationalized, so if you want it in your language, you just need to add another folder to the locales folder and add your language there.

It also features search capabilities, export, import and ability to send mail to several people.

Searching:

There’s a quick search and an advanced search. From the quick one, you can put any text and it will show you all users, organizations, or groups that have that text (or part of it) in any of their fields. From the advanced one, you can specify text (or part of it) for each field from persons or organizations to do a more precise search.

Export:

At the moment you can export your persons or organizations to a csv file. It exports all fields from them, you can’t filter.

Import:

You can import Persons or organizations, but csv has to have very precise format, so importing a csv that was exported using this exporter is reccomended.

Sending mail:

This product does not provide any form to send mails from the portal, what it does is provide you a mailto: with all persons, or organizations that you have selected, so you can send the email with your favorite email client without needing to copy&paste all of them.

This product was developed by Menttes[0] sponsored by from Rosario’s Municipality[1]

[0] - http://www.menttes.com [1] - http://www.rosario.gov.ar

Español

Este producto provee una libreta de direcciones a donde se pueden agregar Personas, Organizaciones y Grupos.

La libreta posee 3 vistas customizadas, una para Personas, otra para Organizaciones y otra para Grupos.

El producto se encuentra completamente internacionalizado, de manera que si deseas tenerlo en tu idioma, solo necesitas agregar un directorio dentro de la carpeta locales y agregar tu idioma ahi.

También provee capacidades de búsqueda, exportar e importar y la habilidad de enviar correos electronicos a varias personas.

Búsqueda:

Existe una búsqueda rápida y una avanzada. Desde la búsqueda rápida, se puede ingresar texto, y se obtendrán los usuarios, organizaciones o grupos que poseen el texto (o parte de él) en alguno de sus campos. Desde la búsqueda avanzada, se puede especificar el texto (o parte de él) para buscar en cada campo de las personas, organizacionesde obtener resultados más precisos.

Exportar:

Por el momento, se pueden exportar personas u organizaciones a un archivo csv. Se exportan todos los campos de ellos, no se puede filtrar.

Importar:

Se pueden importar Personas u Organizaciones, pero el csv tiene que tener un formato muy preciso, de manera que se recomienda importar un csv que haya sido exportado con el exporter provisto aquí.

Enviando correos electrónicos:

Éste producto no provee ningún formulario para enviar correos electrónicos desde el portal mismo, lo que sí provee es un mailto: con todas las personas u organizaciones que se hayan seleccionado, de manera de poder utilizar su cliente de correo preferido sin la necesidad de copiar y pegar las direcciones a mano.

Este producto fue desarrollado por Menttes[0] patrocinado por la Municipalidad de Rosario[1]

[0] - http://www.menttes.com [1] - http://www.rosario.gov.ar

Changelog

1.2.0

• Added Sectors and Sub sectors drop downs to organizations, where you can select a “sector” and then the “sub sectors” are automatically updated using KSS (Same behaviour as countries and states). This sectors are loaded in the address book itself

• Replaced the Country and State text entries with a drop down for all countries and, using kss, a drop down with states for each country. This was mainly taken from GetPaid, so most of the credit goes for those great gentlemen.

• Title for the group view page

• Moved some fields to the default schemata, so instead of a drop down, they are shown as tabs

• Replaced the advanced search link with buttons.

• Fixed a bug with the advanced search. Was giving some errors when searching persons based on their organization.

• The import script now imports persons even if they had no organization.

• Quick search feature can now return results if part of a string was entered. And if several words are used, it does an OR of all of them.

• Added “No results found” string when no results are found, instead of showing an empty table.

• Removed all required fields, only Name and Last name are required for persons, and just the name for organizations.

• If persons or organizations have no email set, then the checkbox for sending them an email is disabled. Same if a group has no members, or members with no email.

1.0.0a3

• Added the default address book view to the ‘display’ drop down

1.0.0a2

• Translations fixed

1.0.0a1

• Groups,Persons and organizations as addable types

• Tabular views for listing inside an address book with batch navigation

• Quick search feature

• Advanced search feature

• Exporting to CSV persons or organizations

• Importing from CSV persons or organizations

• Sending email (not from site, but from the user’s configured email client)

Contributors

• Emanuel Sartor, Author [[e-mail]]

• Franco Pellegrini, Co-Author [[e-mail]]