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We have registered users assigned to two groups, Clients and Agents.
We would like to select and assign Clients to Agents
The Agent page would display the Agents information and a list of their assigned Clients.
The Agent would also be able to select and edit any of their Clients information
We cannot find any add-on to do this.
Can this be accomplished in Concrete5?
Any help or suggestions would be greatly appreciated.
Thank you.
We would like to select and assign Clients to Agents
The Agent page would display the Agents information and a list of their assigned Clients.
The Agent would also be able to select and edit any of their Clients information
We cannot find any add-on to do this.
Can this be accomplished in Concrete5?
Any help or suggestions would be greatly appreciated.
Thank you.
Hello John,
Thanks for the information.
I have already installed User Info 1.97 Add-on that enables us to create attributes for each registered user. An attribute exists for “Agent” (including the agents Username and Email Address) in each client’s profile.
I am a new to Concrete5 and wondering if it’s possible to use the My Friends feature to add clients to each agent. Then enable the agent to select a client from their list of clients and edit the selected client’s attributes.
Thank you
Thanks for the information.
I have already installed User Info 1.97 Add-on that enables us to create attributes for each registered user. An attribute exists for “Agent” (including the agents Username and Email Address) in each client’s profile.
I am a new to Concrete5 and wondering if it’s possible to use the My Friends feature to add clients to each agent. Then enable the agent to select a client from their list of clients and edit the selected client’s attributes.
Thank you
The problem with friends is that its a social feature and you would have trouble keeping it to just the relationships you wanted.
Hello John,
I like the custom block option from your first email:
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"Other solutions could be a custom block and database table linking customers and agents, or mapping agents to pages 1:1 and associating pages with users (there is a reliable page selection attribute)."
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How can I accomplish the above, which Add-on?
I like the custom block option from your first email:
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"Other solutions could be a custom block and database table linking customers and agents, or mapping agents to pages 1:1 and associating pages with users (there is a reliable page selection attribute)."
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How can I accomplish the above, which Add-on?
You would need to code your own block, or hire a developer to do it for you.
That way, the agent's list of clients would be those with that agent in the clients' agent attribute.
There are several listing addons, including my Uber List, that could handle the listing.
You could use my Front end Attribute Editor combined with Magic Data to setup a place where an agent could edit a client's account details from the front end on their profile pages.
The missing piece of the puzzle is an attribute for user selection. There have been several attempts at such an attribute using the core user selection helper. However, a long standing limitation of the helper is that only one instance can exist on a page, so any general purpose attribute using that helper has alway broken when used in a context where another user of the helper already exists.
A way round that would be to use a plain text attribute for the agent's name or a numeric attribute for the agent's ID and fill it in the hard way (rather than using the core user select). This could again be used with Magic Data to pull it into the listing.
Other solutions could be a custom block and database table linking customers and agents, or mapping agents to pages 1:1 and associating pages with users (there is a reliable page selection attribute).