After selecting a lead and then clicking on the 'Find Duplicates' button, I see a list that I am to choose to search on. How can i get the 'Account Name' to be on that list?
After selecting a lead and then clicking on the 'Find Duplicates' button, I see a list that I am to choose to search on. How can i get the 'Account Name' to be on that list?
You need to modify the function checkForDuplicates at modules/Leads/LeadFormBase.php
Cheers
André Lopes
DevToolKit / Project of the Month - June 2009
Lampada Global Services- Open Source Solutions
Avenida Ipiranga, 318
Bloco B - CJ 1602
São Paulo, SP 01046-010
Brazil
Office: +55 11 3237-3110
Mobile: +55 11 7636-5859
e-mail: andre@lampadaglobal.com
Lampada Global delivers offshore software development and support services to customers around the world.
Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.
I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.
I took a look at the LeadsFormBase.php and I think that it is a generic de-dup process since the $basequery just uses the first/last name.
However, I do not think the process is using that code. When I click on the Find Dups button on the Leads Detail screen, I am displayed the "Step 1" page where the default search fields are set to first and last name. In addition a list of fields are available to include in the search query - I'd like to add the "account name" to that list and/or make the "account name" show up as a default.
Thank you.
Shyam
Mumbai - India.
shyam.fc@gmail.com
SugarCRM (CE & PRO):- 6.1.*
Operating System :- CentOS 5.5
PHP Version:- 5.2.17
Apache :-2
MYSQL :-5.0
There are currently 1 users browsing this thread. (0 members and 1 guests)
Bookmarks