Quotes Module Usability

[chad.hutchins]

One of the single most disliked pieces of Sugar we have dealt with while getting our salesmen to adopt Sugar is the quote module, specifically how one selects products. For each product that needs to be added to the quote, one must click 'add line' then click 'select' to select an item. A pop-up comes up, where one can search or navigate through the products until they find the product they are looking for, then click on it. If one is adding 5 or 6 products and depending on the internet connection, it would take them several clicks and a couple minutes just to add items to the quote. I haven't seen many complaints about this at all, but it is a huge complaint from our sales team.

Having said all of that, I want to customize the Quote tool a little, and I need a little help. I want to change the pop-up window to grab all of the products at once (we have less than a hundred products listed, so that is not too many to load at once) and allow the user to select as many products as they wish for a group. When they press 'ok' and say the user has selected 6 products, Sugar will create 6 line items with the data filled in for selected products, in the selected group.

I have already created a working demo of this. I just can't seem to find the right function to integrate this into Sugar's javascript. Does anyone know what javascript function is triggered when the 'select' button is clicked to open up the pop-up box while editing a quote? Also, what javascript function is called back to update the line item with the selected product's information after the user clicks a product from the pop-up?

Thanks so much.

[SamuelAugy]

Hi,

To modify the popup, change in the EditView.html file the call to the popup :
onclick='open_popup("Contacts", 600, 400, "", true, false, {encoded_popup_request_data}, "single", true);'
for example. You can replace 'single' if you want select multiple values.

When you come back on the main windows (after you selected items) the javacript function called is 'set_return' so you can add a function 'set_my_return' and call them by replacing 'call_back_function' => 'set_return' by 'call_back_function' => 'set_my_return'