courtly
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Not Just a Contact Database

These optional components give you more power to connect and engage your supporters.

  • civiCASE

  • Case management for clients and constituents.

  • civiEVENT

  • Online event registration and participant tracking.

  • civiMEMBER

  • Online signup and membership management.

  • civiMAIL

  • Personalized email blasts and newsletters.

  • civiREPORT

  • Report generation and template management.

Over the moon + question/suggestion

Really pleased that this development is going ahead. Will be super useful.

Have you thought about letting custom data can apply to one or more contact types / subtypes?

At the moment, for example, I can't create some custom data that applies to organisations and households, but not to individuals. That might not seem like a huge problem but I have had a few clients where it would be really useful, and with the advent of content sub types it would be more so.

An example from activities (where you can define types might help illuminate). Lets say I've defined 10 different activity types and I have some custom data that applies to 5 of them. At the moment, I have to add this separately five times, or just apply it once to all activity types, and have it displayed on the 5 where it isn't actually applicable.

Changing the select to a checkbox/multi-select (and writing the code to back that up :) would be v. useful, no? Let me know what you think.

PS. Does this development have some wiki pages yet? / will it get some?

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