Website specification and clients information

[k000]

Hello!

When using the LEADS module, I noticed there is no specific field to enter the website address olf the company. Why not?

I would like to know if it is possible to classify the contacts under the LEADS module, creating categories for example?

I know the Sugar CRM aims at gathering information, however subcategories would help classify the contacts/leads depending on the source for example.

Could someone inform me about those matters?

Thanks in advance

[roblaus]

Hi,

Would you mind having a look at the documentation? The word "studio" will most probably do the trick!

rgds
rl

[k000]

Thanks for your quick reply! but i'm afraid your clue didn't help! could you please explain to me? I have read the documents already and nothing answers my questions..

kind regards

[roblaus]

Pls. see for yourself

http://www.sugarcrm.com/docs/Adminis...6.html#1083426

rgds

[k000]

Thanks a lot!

Rgds

[k000]

Could someone help...?

In the Studio I tried to create new fields into the LEADS module, however the fields do not appear

What's the procedure to follow exactly to add fields under this module?


Thanks in advance for your help!

Rgds

[Angel]

Did you add the field to your view layout?

If you go back into studio and modify the leads module, you'll be able to modify the Edit, List and Detail views. That will allow you to place the new field on either (or all) three of the different layouts for that module, which in turn causes it to be displayed on the screen.

[k000]

Hi!
thanks ; now the new elements I added in the Leads module appear but when I click on "Create Lead" the new fields I added do not appear, why?

The new fields appear only in the existing leads.

[k000]

Could someone tell me if this problem I have is because I didn't update to the new version?

thanks!

rgds

[Angel]

Did you add the fields to the EditView when you went through that process?