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Activity Tabs

This extension provides an easy way to get summaries of the activities that are important to your organisation when viewing a contact record.

Features:

  • It allows you to easily set up new tabs which show only activities of certain types.

  • You can choose to show either or both activities that the contact is assigned to or the target for ('with').

  • You can choose which fields from the activity to display in the table, including custom data.

See below for usage.

Screenshot

The extension is licensed under AGPL-3.0.

Requirements

  • PHP v7.0+
  • CiviCRM 5.9+

Installation (Web UI)

This extension has not yet been published for installation via the web UI.

Installation (CLI, Zip)

Sysadmins and developers may download the .zip file for this extension and install it with the command-line tool cv.

cd <extension-dir>
cv dl activitytabs@https://github.com/FIXME/activitytabs/archive/master.zip

Installation (CLI, Git)

Sysadmins and developers may clone the Git repo for this extension and install it with the command-line tool cv.

git clone https://github.com/FIXME/activitytabs.git
cv en activitytabs

Why?

Activities are one of the most useful features of CiviCRM but the activities list often has too much detail; too many "bulk emails" and other things of minor importance. Also, the fields shown in the activity summary don't always give you the overview you need.

Real world examples:

  • A charity providing therapy to children wants to see all the assessment and treatment records for a service user. They want to see the child's name (a custom field), who is assigned and when it is.

  • An organisation applying for grant funding wants to see all prospecting and contract activity in one place, including a summary of the status of their efforts. Some of this data is in custom fields, and some is calculated (estimated worth) and added to the Activity.get API via a custom API wrapper.

Usage

After installation, visit Administer » Customise Data and Screens » Activity Tabs to configure.

This screen lists the activity tabs you have defined and lets you edit/add/delete them:

Screenshot

Adding/editing an activity tab is fairly simple:

Screenshot

  • The Tab Name is what appears on the Contact Record.

  • Activity Types - you can select one or more types to include.

  • Columns - you can add as many or as few columns as you want, including custom data. You can change the order, too.

  • Remember to hit save 😉

Then view a contact's record:

Screenshot

Known Issues

This is in early development, and there could be lots of ways to improve it. Feel free to add an issue, and get in touch if you'd like to fund a feature. PRs welcome too!