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Thread: Add Company to New Contact form

  1. #1
    clctechnology is offline Member
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    Default Add Company to New Contact form

    On my Home page the New Contact form in the left column has First Name, Last Name, Office Phone and Email, however I need to add Company to those form fields. I tried using Studio, however the form_SideQuickCreate_Contacts code found in the New Contact form, is not part of the Studio Contacts Layout. Could I get some assistance towards what to do to add Company to the New Contact form? I am not a software engineer, I'm a ordinary SugarCRM user. Thanks.

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Add Company to New Contact form

    Sugar differs between Contacts/Accounts and Leads.
    In Contacts you have only the contact details and a reference to an account.
    In Ledas you have contact details and the name of a company.
    You cannot add an new contact and a new account at the same time in one custom editview.

    BUT you could use the enterBusinessCard panel to enter a contact, an account, an opportunity and some other objects in one step. Did you try it?
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  3. #3
    clctechnology is offline Member
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    Default Re: Add Company to New Contact form

    Thank you for the reply. I just used the Business Card entry form. I would need to add Company to that form (same as my desire for the New Contact form in the side bar) but upon looking in Studio I could not find anything that references Business Card form. Do you know how I could edit the Business Card form fields to add Company and also make it faster and simpler to just enter a few fields so I can accomplish my original goal? Thank you again.

  4. #4
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Add Company to New Contact form

    BusinessCard is a hand written html-template with some code behind in sugar\modules\Contacts\BusinessCard.*

    Ther is no possibility to change it in studio.
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  5. #5
    clctechnology is offline Member
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    Default Re: Add Company to New Contact form

    I will give it my best shot with my trusty old notepad text editor and see if I can figure out how to get the form field for Company on it. Probably not. I was wondering, do you know if I buy this and don't use the free version if it gets more user friendly, and not so computer engineer oriented? This is a pretty geeky product not really meant for average users like me.

  6. #6
    kuske's Avatar
    kuske is offline Sugar Community Member
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    Default Re: Add Company to New Contact form

    You only have to set the "Create Account" checkbox and change the style of the account div.

    Open BusinessCard.php

    Find
    <input class='checkbox' type='checkbox' name='newaccount' onclick ...
    and change it to
    <input class='checkbox' type='checkbox' name='newaccount' checked onclick ...

    Find
    <div id='newaccountdiv' style='display:none'>
    and change it to
    <div id='newaccountdiv'>

    In my version these changes are in line 332.

    Thats it, or not?
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  7. #7
    southwestcrm is offline Sugar Community Member
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    Default Re: Add Company to New Contact form

    Quote Originally Posted by clctechnology View Post
    .... I just used the Business Card entry form. I would need to add Company to that form
    Are you sure you need to edit the core files of Sugar?

    The Create contact from business card form already has the capability to create an "account" during the creation of the contact.

    changing the core php files is only going to be overwritten next time you upgrade.
    Simon Leek
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