@MDemosWMF I've updated the edit form so you can now add, edit or delete email addresses and physical addresses as required, plus edit name fields. Are there any other fields you'd like to have available to edit?

For the DAF relationship, that might be a little more difficult. Just so I understand the idea here, you want to be able to see any DAFs owned by the selected contact and easily copy their cid so that you can paste that into the soft credit field? In other words, the end goal is just to make it easy to find the selected contact's DAF(s), not to edit the DAF details directly on this edit form?

@MDemosWMF Are they many cases where we wouldn't want to soft credit the owner(s) of the DAF? Maybe we could automate this instead.

@MDemosWMF I see that we didn't get an edit form for organizations, which I now understand is what you're interested in here. So I'll add one of those (with name, email and address unless there's something more that you want) and also investigate why you lose all the other autocomplete drop down options (New Individual, New Organization, etc) when you select an organization in the autocomplete.

@Lars Just want to confirm if the record already exists in Civi we are able to make edits via a pop-up window as well, not only for entering a new record.

Speaking of automation I was thinking down the road it would be great to have any record linked with the relationship 'Owns the Donor Advised Fund' or 'Is the Donor Advised Fund of' automatically add the soft credit of the linked individual to gifts on that Organization record. I believe since we know it is that individual or couple's DAF we would always want them soft credited.

Just a thought for the future if time doesn't allow going into it now.

Thanks!

Upstream to PR to add some basic edit forms for all contact types that we can customize to our needs after.

Change #1199871 had a related patch set uploaded (by Lars SG; author: Lars SG):

[wikimedia/fundraising/crm@master] Add / update forms for quick edit contacts from autocomplete

https://gerrit.wikimedia.org/r/1199871

Change #1199871 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Add / update forms for quick edit contacts from autocomplete

https://gerrit.wikimedia.org/r/1199871

@MDemosWMF The quick edit form for organizations is now available. I'll have a look at the relationships next.

Great! Thank @Lars !

@MDemosWMF For the relationships, I'm working on making it possible to add them to the edit form, but I don't think this will be that useful in your specific use case. Because this is an edit form, the relationships will show up in editable form, so while it will be possible to see them, it won't be possible to copy the cid or contact name (see the screenshot in the link above).

As an alternative, what if we add a View contact link below the Edit contact one in the autocomplete, which would open the contact record in a new tab? Not ideal either, but my hope is that combined with the automatic soft credits we discussed, this would meet your needs.

@Lars I think seeing the name of the linked record will be helpful because then we can better see if a new record will need to be created for the soft credit or not (or at least if we need to search and see if there is already a record but needs to be linked). I think that combined with the auto soft crediting would solve for our needs. I'm not sure how heavy of a lift that auto soft crediting is so if we need something to solve for easily adding the soft credit within batch data entry I think the View contact link you mentioned would still help to have a quick way to go straight to that contact and grab the CID to add to the soft credit field.

Let me know if that take makes sense!

@MDemosWMF Sounds good, we'll aim to do all three in the end.

@Lars Not super urgent but in the edit form for Organizations the order of the fields is a bit off. I think the address type and primary selection should be at the top and then street address field after that, etc.

@MDemosWMF I've seen that a few times as well. It is supposed to look like this, which I think is OK since the type and primary are on the first line:

Upstream issue for the display problem