Adding field to list portlet

[savyn]

Hi everyone,

I am doing some work on Sugar CRM. I need to add the Account name to the Categories in the Home Tab. Therefore each category will need to have the account being displayed. Sugar by default has the account name for My Case and My Top Opportunity...I would like this in all other section.

Please help

many thanks
Savyn

[sadek]

Hi everyone,

I am doing some work on Sugar CRM. I need to add the Account name to the Categories in the Home Tab. Therefore each category will need to have the account being displayed. Sugar by default has the account name for My Case and My Top Opportunity...I would like this in all other section.

Please help

many thanks
Savyn

1) Go to the admin page
2) Click on "Field Layout Editor"
3) Check the "Edit in place" checkbox
4) Go to the home page
5) There should be notepads and pencils next to the tables. Select one.

From this page, you can edit the layout, just like any other module.

Enjoy!
-Sadek

[savyn]

Hi sadek,

Thank you for the response, but more specifically, I need to insert the Account Name in the My Task and My Project Task. This field and label is not readily available from the sugar field select during layout edit.

Basically, How do I get fields from other module avialable to insert in the different sections.

thks
Savyn

[sadek]

Hi sadek,

Thank you for the response, but more specifically, I need to insert the Account Name in the My Task and My Project Task. This field and label is not readily available from the sugar field select during layout edit.

Basically, How do I get fields from other module avialable to insert in the different sections.

thks
Savyn

This is not available without code customization, since the query must do a join on the accounts table when pulling up the tasks information.

-Sadek