Extending functionalities: the Detail View Tooltip
The tooltip is one of the many small (but useful!) functionalities of Vtiger. It has been there since
the 5.1 release and it’s really helpful if you want to get fast and easy tips or small informations about
an entity of the system without accessing all the informations about it. Used only on the List View and only for getting quick details about the record we are moving the mouse over.
Extending the Tooltip
We, in Evolutivo have thought of a way of making it even more useful, and what would be more useful than getting information not only from the ‘mouse-overed’ record but from the linked records as well?
To keep it simple: a user wants to access easily some details of the entity itself (let’s say a Task) and some others from the entities related to it (an Account/Contact/Lead). Moreover he wants to get those informations not from the List View because he can’t see all the fields from there but from the Detail View. It’s exactly what we have done while changing nothing on the tooltip part.
|Lead tooltip on tasks detail view|
Things to remember:
- the two modules should be uitype 10 related
- the tooltiped field should be the one shown in the detail view link, the so called list linked field
Extending the extension
From this starting point we can extend this extended functionality as much as we want (on demand).
It can be used not only for uitype 10 fields but for other types too.
We can get the related records details from the List View as well (according to the filter’s shown fields).
We can even use the tooltip in the Edit View or in the related lists fields from the More Information pane.
The philosophy of extending
It is the one philosophy that moves the big systems like the CRM’s forward, makes them better
and more helpful. It’s about finding that one tool, small or not so small and extending its functionalities. It’s about using the imagination to make things grow bigger and wiser (hopefully).
Extending the things we already have means not only using them in many new ways in order
to finally help the end users communication with the system, but also getting the best from the system itself without re-inventing the wheel every time. Develop new ideas from a steady base.
more imagination to come…
Posted on September 12, 2012, in Uncategorized and tagged Account, contact, CRM, Detail view, evolutivo, Extending functionalities, List view, mouse-overed, quick access to information, smartview, Tooltip, uitype 10, vtiger. Bookmark the permalink. Leave a comment.