/com.joineryhq.fpptatweaks

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CiviCRM: FPPTA CiviCRM Tweaks (com.joineryhq.fpptatweaks)

Specialized CiviCRM modifications for FPPTA:

  • Provide a Settings page at Administer > Customize Data and Screens > FPPTA Tweaks Settings, with these settings:
    • CPPT History Profile: (Requires cdashtabs extension) Select an existing CiviCRM profile to be used as the display content for the "CPPT History" tab on a tabbed contact dashboard.
    • New Relationship Profile: Select an existing CiviCRM profile for use in requesting creation of a new organization/individual relationship.
    • New Relationship Tag: Select an existing tag to be applie to individual contacts for whom a new organization/individual relationship has been requested.
    • URL path to "My Dashboard" page: A url path indicating a custom "My CiviCRM User Dashboard" page (assuming the site may have a specific page in the CMS where CiviCRM User Dashboard is embedded).
  • Provide a "Request End Relationship" form for requesting removal of an existing organization/individual relationship.
  • On the CiviCRM user dashboard (https://drupal.example.org/civicrm/user):
    • Add a class to indicating whether this is (or is not) the user's own dashboard, one of:
      • fpptatweaks-dashboard-is-my-contact-true
      • fpptatweaks-dashboard-is-my-contact-false
    • Under the "Your Contacts / Organizations" section:
      • Replace all clickable links with equivalent non-clickable plain text in the "Relationship" column and the (unlabeled) Contact Name column.
      • Replace the "Disable" link in the (unlabeled) Actions column with a "Remove" link which points to the "Request End Relationship" form.
    • Under the "Your Contribution(s)" section:
      • Alter the columns which are displayed (e.g. add Source and Invoice Number columns; remove Total Amount column)
  • When editing a related contact via the CiviCRM User Dashboard:
    • Upon save, redirect to the URL path specified in the 'URL path to "My Dashboard" page' setting, rather than CiviCRM's core User Dashboard URL ('civicrm/user').
  • Provide a new participant listing type: "Name and Organization".
  • Add Invoice Number column in event and contribution search results.
  • Remove default values for 'status' field in search criteria on Find Contributions.
  • For the "On Behalf of Organization" profile in contribution pages, remove the "Enter a new organization" option, thus requiring the user to select among their list of existing organizations.

The extension is licensed under GPL-3.0.

Requirements

  • PHP v7.0+
  • CiviCRM 5.0+

Installation

Please follow the usual instructions for installing a CiviCRM extension.

Usage

No configuration is necessary. This extension performs its work automatically when enabled.

Support

Joinery logo

Joinery provides services for CiviCRM including custom extension development, training, data migrations, and more. We aim to keep this extension in good working order, and will do our best to respond appropriately to issues reported on its github issue queue. In addition, if you require urgent or highly customized improvements to this extension, we may suggest conducting a fee-based project under our standard commercial terms. In any case, the place to start is the github issue queue -- let us hear what you need and we'll be glad to help however we can.

And, if you need help with any other aspect of CiviCRM -- from hosting to custom development to strategic consultation and more -- please contact us directly via https://joineryhq.com