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client_add_modal.php
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client_add_modal.php
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<div class="modal" id="addClientModal" tabindex="-1">
<div class="modal-dialog">
<div class="modal-content bg-dark">
<div class="modal-header">
<h5 class="modal-title"><i class="fa fa-fw fa-user-plus mr-2"></i>Create <?php if($leads == 0){ echo "Client"; } else { echo "Lead"; } ?></h5>
<button type="button" class="close text-white" data-dismiss="modal">
<span>×</span>
</button>
</div>
<form action="post.php" method="post" autocomplete="off">
<input type="hidden" name="lead" value="0">
<input type="hidden" name="net_terms" value="0">
<input type="hidden" name="currency_code" value="<?php echo $session_company_currency; ?>">
<div class="modal-body bg-white">
<ul class="nav nav-pills nav-justified mb-3">
<li class="nav-item">
<a class="nav-link active" data-toggle="pill" href="#pills-details">Details</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-location">Location</a>
</li>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-contact" id="contactNavPill">Contact</a>
</li>
<?php if ($config_module_enable_accounting) { ?>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-billing">Billing</a>
</li>
<?php } ?>
<li class="nav-item">
<a class="nav-link" data-toggle="pill" href="#pills-more">More</a>
</li>
</ul>
<hr>
<div class="tab-content">
<div class="tab-pane fade show active" id="pills-details">
<div class="form-group">
<label>Name <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user"></i></span>
</div>
<input type="text" class="form-control" name="name" placeholder="Name or Company" required autofocus>
</div>
</div>
<div class="form-group">
<label>Industry</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-briefcase"></i></span>
</div>
<input type="text" class="form-control" name="type" placeholder="Company Type">
</div>
</div>
<div class="form-group">
<label>Referral</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-smile-wink"></i></span>
</div>
<select class="form-control select2" data-tags="true" name="referral">
<option value="">N/A</option>
<?php
$referral_sql = mysqli_query($mysqli, "SELECT * FROM categories WHERE category_type = 'Referral' AND category_archived_at IS NULL ORDER BY category_name ASC");
while ($row = mysqli_fetch_array($referral_sql)) {
$referral = nullable_htmlentities($row['category_name']); ?>
<option><?php echo $referral; ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="form-group">
<label>Website</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-globe"></i></span>
</div>
<input type="text" class="form-control" name="website" placeholder="ex. google.com">
</div>
</div>
<div class="form-group">
<label><i class="fas fa-fw fa-bullhorn mr-2"></i>Is Lead</label>
<div class="input-group">
<div class="input-group-prepend">
<input type="checkbox" name="lead" value="1" <?php if($leads == 1){ echo "checked"; } ?>>
</div>
</div>
</div>
</div>
<div class="tab-pane fade" id="pills-location">
<label>Location Phone</label>
<div class="form-group">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
</div>
<input type="text" class="form-control" name="location_phone" placeholder="Location's Phone Number">
</div>
</div>
<div class="form-group">
<label>Address</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-map-marker-alt"></i></span>
</div>
<input type="text" class="form-control" name="address" placeholder="Street Address">
</div>
</div>
<div class="form-group">
<label>City</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-city"></i></span>
</div>
<input type="text" class="form-control" name="city" placeholder="City">
</div>
</div>
<div class="form-group">
<label>State / Province</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-flag"></i></span>
</div>
<input type="text" class="form-control" name="state" placeholder="State or Province">
</div>
</div>
<div class="form-group">
<label>Postal Code</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fab fa-fw fa-usps"></i></span>
</div>
<input type="text" class="form-control" name="zip" placeholder="Zip or Postal Code">
</div>
</div>
<div class="form-group">
<label>Country</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-globe-americas"></i></span>
</div>
<select class="form-control select2" name="country">
<option value="">- Country -</option>
<?php foreach($countries_array as $country_name) { ?>
<option <?php if ($session_company_country == $country_name) { echo "selected"; } ?> ><?php echo $country_name; ?></option>
<?php } ?>
</select>
</div>
</div>
</div>
<div class="tab-pane fade" id="pills-contact">
<div class="form-group">
<label>Primary Contact <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-user-check"></i></span>
</div>
<input type="text" class="form-control" id="primaryContact" name="contact" placeholder="Primary Contact Person" required autofocus>
</div>
</div>
<div class="form-group">
<label>Title</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
</div>
<input type="text" class="form-control" name="title" placeholder="Title">
</div>
</div>
<label>Contact Phone</label>
<div class="form-row">
<div class="col-8">
<div class="form-group">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-phone"></i></span>
</div>
<input type="text" class="form-control" name="contact_phone" placeholder="Contact's Phone Number">
</div>
</div>
</div>
<div class="col-4">
<input type="text" class="form-control" name="contact_extension" placeholder="Extension">
</div>
</div>
<label>Contact Mobile</label>
<div class="form-group">
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-mobile-alt"></i></span>
</div>
<input type="text" class="form-control" name="contact_mobile" placeholder="Contact's Mobile Number">
</div>
</div>
<div class="form-group">
<label>Contact Email</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-envelope"></i></span>
</div>
<input type="email" class="form-control" name="contact_email" placeholder="Contact's Email Address">
</div>
</div>
</div>
<?php if ($config_module_enable_accounting) { ?>
<div class="tab-pane fade" id="pills-billing">
<div class="form-group">
<label>Hourly Rate</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-clock"></i></span>
</div>
<input type="text" class="form-control" inputmode="numeric" pattern="[0-9]*\.?[0-9]{0,2}" name="rate" placeholder="0.00" value="<?php echo "$config_default_hourly_rate"; ?>">
</div>
</div>
<div class="form-group">
<label>Currency <strong class="text-danger">*</strong></label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-money-bill"></i></span>
</div>
<select class="form-control select2" name="currency_code" required>
<option value="">- Currency -</option>
<?php foreach($currencies_array as $currency_code => $currency_name) { ?>
<option <?php if ($session_company_currency == $currency_code) { echo "selected"; } ?> value="<?php echo $currency_code; ?>"><?php echo "$currency_code - $currency_name"; ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="form-group">
<label>Payment Terms</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-calendar"></i></span>
</div>
<select class="form-control select2" name="net_terms">
<?php foreach($net_terms_array as $net_term_value => $net_term_name) { ?>
<option <?php if ($config_default_net_terms == $net_term_value) { echo "selected"; } ?> value="<?php echo $net_term_value; ?>"><?php echo $net_term_name; ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="form-group">
<label>Tax ID</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-balance-scale"></i></span>
</div>
<input type="text" class="form-control" name="tax_id_number" placeholder="Tax ID Number">
</div>
</div>
</div>
<?php } ?>
<div class="tab-pane fade" id="pills-more">
<div class="form-group">
<label>Abbreviation</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-id-badge"></i></span>
</div>
<input type="text" class="form-control" name="abbreviation" placeholder="Abbreviated name for client" maxlength="6" oninput="this.value = this.value.toUpperCase()">
</div>
</div>
<div class="form-group">
<label>Notes</label>
<textarea class="form-control" rows="6" name="notes" placeholder="Enter some notes"></textarea>
</div>
<div class="form-group">
<label>Tags</label>
<div class="input-group">
<div class="input-group-prepend">
<span class="input-group-text"><i class="fa fa-fw fa-tags"></i></span>
</div>
<select class="form-control select2" name="tags[]" data-placeholder="Add some tags" multiple>
<?php
$sql_tags_select = mysqli_query($mysqli, "SELECT * FROM tags WHERE tag_type = 1 ORDER BY tag_name ASC");
while ($row = mysqli_fetch_array($sql_tags_select)) {
$tag_id_select = intval($row['tag_id']);
$tag_name_select = nullable_htmlentities($row['tag_name']);
?>
<option value="<?php echo $tag_id_select; ?>"><?php echo $tag_name_select; ?></option>
<?php } ?>
</select>
</div>
</div>
</div>
</div>
</div>
<div class="modal-footer bg-white">
<button type="submit" name="add_client" class="btn btn-primary text-bold" onclick="promptPrimaryContact()"><i class="fa fa-check mr-2"></i>Create</button>
<button type="button" class="btn btn-light" data-dismiss="modal"><i class="fa fa-times mr-2"></i>Close</button>
</div>
</form>
</div>
</div>
</div>
<script>
// Checks/prompts that the primary contact field (required) is populated
function promptPrimaryContact() {
let primaryContactField = document.getElementById("primaryContact").value;
if (primaryContactField == null || primaryContactField === "") {
document.getElementById("contactNavPill").click();
}
}
</script>