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Thread: Canīt add contact to schedule call

  1. #1
    cbuechmann is offline Member
    Join Date
    Jun 2008
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    Question Canīt add contact to schedule call

    Hi,
    Iīm a newbie using vers. 5.0. CE and have cust. the Edit and Detail view via studio by adding the contact field to the schedule call. so far so good.
    a) If we try to select the contact, the search pop up comes up , no check box appear and click on the link doesnīt transfer the contact.
    b) beside the contact information, we want to bring up the phone number to have all Information in one form.

    Any idea what I have done wrong?

    krgds
    Christian from Germany

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Canīt add contact to schedule call

    The ability to link it to a contact is available by default through the use of the Related To options/field. Adding the contact field or other customizations are unnecessary for that task.

    As for adding additional information, that would require some custom programming. One potential way would be through the use of a logic_hook that automatically pulls the data for you from the corresponding contact when you save the call. There are other ways I am sure, so you may want to dig around the developer site a bit to see if you find a better/faster approach (http://developer.sugarcrm.com)
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    cbuechmann is offline Member
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    Default Re: Canīt add contact to schedule call

    Hi Angel,
    thx for your input --perfect fit.

    krgds
    Christian

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