Company Profile Section

FluentCRM Core Intermediate

You can add custom tabs to the FluentCRM company profile page using the Extender API. This works the same way as contact profile sections, but for company profiles.

Basic Example

add_action('fluent_crm/after_init', function () {
    FluentCrmApi('extender')->addCompanyProfileSection(
        'my_company_section',
        __('My Custom Section', 'your-plugin'),
        function ($contentArr, $company) {
            $contentArr['heading'] = 'Company Details';
            $contentArr['content_html'] = '<div>
                <p>Company: ' . esc_html($company->name) . '</p>
                <p>Industry: ' . esc_html($company->industry) . '</p>
            </div>';
            return $contentArr;
        }
    );
});

API Reference

FluentCrmApi('extender')->addCompanyProfileSection($key, $sectionTitle, $callback, $saveCallback)

Parameter	Type	Required	Description
$key	String	Yes	Unique section identifier. Use your plugin prefix to avoid conflicts.
$sectionTitle	String	Yes	Tab title displayed in the company profile sidebar
$callback	Callable	Yes	Renders the section content
$saveCallback	Callable	No	Handles save requests from the section

Render Callback

Parameter	Type	Description
$contentArr	Array	Contains heading and content_html keys to populate
$company	Company	The company model with all properties

The $contentArr you return must include:

• heading — Section heading displayed at the top
• content_html — HTML content rendered in the section body

Save Callback (Optional)

Parameter	Type	Description
$response	Array	Response array to return
$data	Array	Posted form data
$company	Company	The company model

FluentCrmApi('extender')->addCompanyProfileSection(
    'my_company_section',
    __('Company Notes', 'your-plugin'),
    function ($contentArr, $company) {
        $notes = get_option('my_plugin_company_notes_' . $company->id, '');
        $contentArr['heading'] = 'Internal Notes';
        $contentArr['content_html'] = '<textarea name="notes">' . esc_textarea($notes) . '</textarea>';
        return $contentArr;
    },
    function ($response, $data, $company) {
        if (isset($data['notes'])) {
            update_option('my_plugin_company_notes_' . $company->id, sanitize_textarea_field($data['notes']));
        }
        $response['message'] = __('Notes saved', 'your-plugin');
        return $response;
    }
);

Available Company Properties

The $company model provides access to:

• $company->name — Company name
• $company->industry — Industry
• $company->email — Company email
• $company->phone — Phone number
• $company->address_line_1, $company->city, $company->state, $company->postal_code, $company->country — Address fields
• $company->website — Website URL
• $company->description — Company description
• $company->type — Company type
• $company->owner_user_id — WordPress user ID of the company owner

Source: app/Api/Classes/Extender.php