Change predefined field not required

[tczarnecki]

In the Opportunities modules the ammount field is required. I would like to change that to not required.
Can this be done? if so how.
Thank You

[juergen]

Since this wouldn't make any sense on this module, this is required. What do you want to accomplish? The amount is required, since this is used for calculation of the dashboards and pipelines....

[MrPresley]

I would like to change the "Account Name" field in Opportunities to not required. My reason for this is that we don't want to have to create an account for each opportunity. In our process, we only create accounts for clients - those that we are actually billing - thus until they are closed/won in the in the opportunity would they become an account. Is it possible to make this change?

When we click on our Accounts tab we want to only see our clients without prospects in the mix. We'd rather prospects stay with unclosed opportunities.

[rana]

Hi

for changing required field, you must open modules/modulename/fields_array.php.

there is a line

'required_fields' => Array('name'=>1, 'date_closed'=>2, 'amount'=>3, 'sales_stage'=>4),

if you delete a field from this array you can solve your problem.

My idea: when a field is mandatory field, probably there is a reason. Before delete a field from required fields array, think about your process....

[hwaarl]

Agreed.

This thread is however also helpful for people who want to ADD mandatory fields (suppose you have custom fields that you want to be mandatory).

For those, it is also useful to know that the GUI does not automatically display a little red star when the field is mandatory. You must include this star manually inside the slot of the label in the HTML template (modules/Xxxxx/EditView.html), e.g.:

<td valign="top" class="dataLabel">
<slot>
{MOD.LBL_TYPE}
<span class="required">{APP.LBL_REQUIRED_SYMBOL}</span>
</slot>
</td>

My 2 cts

[aamirrez]

I would like to change the "Account Name" field in Opportunities to not required. My reason for this is that we don't want to have to create an account for each opportunity. In our process, we only create accounts for clients - those that we are actually billing - thus until they are closed/won in the in the opportunity would they become an account. Is it possible to make this change?

When we click on our Accounts tab we want to only see our clients without prospects in the mix. We'd rather prospects stay with unclosed opportunities.

I am having the same issue for my Sugar 4.2 Pro customization. Did you end removing the "Accounts" required field? How has it worked for you?

[avintel]

Most of the preceding suggestions are a bit confusing to me because:
1. I am brand new (today) to SugarCRM
2. I am not great with PHP (some experience with other PHP based platforms like: Magento)

My issue:
Upon successful installation, I exported my CONTACTS DB from Microsoft Outlook 2007 and used the CONTACTS import tool within SugarCRM to attempt an import.
I received an error message indicating that contacts without last names were not imported due to required value.

Additional Assessment:
Should the SugarCRM field: ACCOUNT NAME reference the COMPANY NAME field that I use in Outlook?
If so, is it "best practices" to store this data under ACCOUNTS and then "assign" CONTACTS to their respective ACCOUNTS?
Do I need to import Company Name/info (outlook) into ACCOUNTS (Sugar) first (to create the ACCOUNTS) and then RE-import CONTACTS (outlook) into CONTACTS (Sugar) again? When I originally imported my Outlook contacts into the CONTACTS import feature (Sugar), it did not include the company name, obviously because importing into contacts does not create the ACCOUNT (actually, this is a question))???

Is there an easy way to remove the requirement of LAST NAME in CONTACTS or, better yet, make LAST NAME -or- FIRST NAME required???

Bonus Question:
Can I "link" different CONTACTS to each other from different COMPANIES/ACCOUNTS?


**I found two threads in different sections that asked similar questions and had similar answers so I posted this question on both. you're looking at one... here is the other: http://www.sugarcrm.com/forums/showt...607#post187607