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Thread: adding custom fields to Leads

  1. #1
    jmessing is offline Junior Member
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    Default adding custom fields to Leads

    I am a new user to Sugar so I apologize for sounding like such a neophyte.

    I have need to create a Web Lead form (easy enough) I have in fact created the form and it works fine the problem is that the custom fields I need (the ones I created) do NOT show up when I view the new lead. So essentially, the data captured in the form has no where to go, ergo it doesn't display when you view leads.

    I understand that I need to ADD these fields to the LEADS module list. I have dragged the custom fields into the list view and edit view but I still cannot see them in the LEADS section after I save and deploy the changes.

    I have read the documentation and I follow the steps to adding the custom fields to the list view but it doesn't seem to work as the custom fields I added to the layout views aren't there.

    Any insight would be great, I am at a bit of a loss.

    Thanks

    Jon

  2. #2
    turutosiya's Avatar
    turutosiya is offline Sugar Community Member
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    Default Re: adding custom fields to Leads

    how did you add the fields into listview and editview? by studio?
    Toshiya TSURU <turutosiya@gmail.com>
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  3. #3
    eitrix's Avatar
    eitrix is offline Sugar Community Member
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    Default Re: adding custom fields to Leads

    can you check is data being saved in database? leads* tables.
    When your done adding fields to detailview,editview,listview try doing from admin / repair / quick repair

    You didn't mention detailview, which is view that is showing up when you click on some record.
    CRM Software Engineer
    Eontek - www.eontek.rs

  4. #4
    Bounce is offline Junior Member
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    Default Re: adding custom fields to Leads

    I have a similar issue.

    I have added custom fields to the Leads module via Studio. They show up no problems after being published, however, when I EDIT an individual lead the custom fields do not appear in the edit mode, meaning that I can't add in the data.

    Note, when I export the leads file, the custom fields exist, so they have been created in the database.

    Thanks for any advice in advance.

  5. #5
    websitedesigner is offline Senior Member
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    Default Re: adding custom fields to Leads

    mate I'm getting this same issue it displays fine in the list view but not showing up in edit or details view. If I use the inbuilt fields the field shows up but there is no data in it - if I use a custom field nothing shows up on the details view and on the edit view the field shows up with no data. I'm thinking about removing it and starting again.
    Dan Norris - Director Web Circle
    Brisbane Web Design Web Circle | MYOB Sugar Sales Import | Small Business Website Design Blog

  6. #6
    eitrix's Avatar
    eitrix is offline Sugar Community Member
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    Default Re: adding custom fields to Leads

    well go and check in code if they are supposed to appear

    original editview.php is in modules/MODULE/metadata

    then when you make customisation the file is overiden in custom folder:

    custom/modules/MODULE/metadata/editview.php

    Same goes for detailview. So jump into code and see what is heapening
    CRM Software Engineer
    Eontek - www.eontek.rs

  7. #7
    websitedesigner is offline Senior Member
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    Default Re: adding custom fields to Leads

    Hi mate the lead source drop down is appearing but the data is not showing in the drop down.
    Dan Norris - Director Web Circle
    Brisbane Web Design Web Circle | MYOB Sugar Sales Import | Small Business Website Design Blog

  8. #8
    eitrix's Avatar
    eitrix is offline Sugar Community Member
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    Default Re: adding custom fields to Leads

    then check if it's defined at all?

    Check in dropdown editor if that dropdown exists, if not dig into code in custom/Extension/app..

    or custom/app... and check language files.
    CRM Software Engineer
    Eontek - www.eontek.rs

  9. #9
    websitedesigner is offline Senior Member
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    Default Re: adding custom fields to Leads

    I figured our my problem here, I was using a custom lead form and the values in the form weren't the same as those in Sugar. I'm not sure how it was displaying properly on list view but it was but when you went into detail it wasn't showing properly.
    Dan Norris - Director Web Circle
    Brisbane Web Design Web Circle | MYOB Sugar Sales Import | Small Business Website Design Blog

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