- Log-in and go to Administration (Admin), under the Developer Tools, and select Module Loader;
- Press on "Choose file" and locate the downloaded "BaseContactAdd.zip" ("BaseContactAdd_nonPrivate.zip"). When the zip file is chosen, press "Upload", and when it shows in the lower list, press "Install" next to it, and install it;
- Then go to Administration (Admin), under the Developer Tools, and select Studio. In the Accounts EditView form, there will be a new field called "Contacts". Add the field anywhere in the Accounts EditView form, and save it. Add it to the Accounts ListView form if you want to see it in the List View.
Which Zip File to Download
If you want to be able to mark contacts as being "private" so that only the user who creates it can see it then download BaseContactAdd.zip. If you do not need this option then choose BaseContactAdd_nonPrivate.zip.
"Contact as Private" checkbox - a way to make a contact private to the user that created it. Next to every contact, there is a checkbox that, when checked, will make this contact invisible in the field* to any user other than the one that created it, and the administrator. Also, if the checkbox is not checked, and account with the contacts saved, only the user that created it can set it to private. For others, the checkbox will be disabled, and if any other user makes any change to the contact, then it won't be possible to set it to private even by the user that created it. If the contact is set to private and account with it saved, then the private state can be unset at any time when editing by the user that created it or the administrator, for other users that contact won't even be displayed as said in the beginning.
*It's only invisible in this field, it can still be seen in panels or contact list. To make it completely private and invisible everywhere, an upgrade unsafe method is necessary. It can be implemented, but you will need contact us. If this checkbox is not necessary, use the BaseContactAdd_nonPrivate version that is included.
If there are any problems during installation they are usually due to file permission issues on the server. Please check that Sugar and it's directories have the necessary permissions. The installed folder addresses can be seen in the manifest file, under /installdefs/copy.