Changing fields in Exports

[benitap]

Hi All

I'm using Sugar 4.5.1 - Free Version.

I need to change the fields that the export sends to the CSV..
On the Activities Tab, the export lists the parent_id but as the CSV is being used as a report, the id doesn't mean anything.

Is there anyway or a setting that can be changed so that the name field from the accounts table can be exported instead?


Thanks

[salesagility]

When you export from a Sugar Module you're exporting from the tables for that module

If you want to go cross-module, you'll have to use something like Zucker and write a specific SQL query to get the data that you need.

[benitap]

Forgive me for being naive and/or dumb but the view under the Activities tab shows the account name so I'm unsure of why the export can't do the same.

Please could you advise where the new query will need to be entered into the code?
I fear I am completely out of my depth.

[salesagility]

I fear you may be out of your depth.

Data in databases is held in tables. In SugarCRM there are some 100+ tables. Each table holds specific information. Accounts data is held in the "accounts" table. Contacts data is held in the "contacts" table. Tables can be related to each other in a variety of ways. Hence the term relational database.

When SugarCRM shows the Accounts name in the Contacts module, it is "joining" the two tables using a SQL query and displaying all the Contacts information held in the Contacts database table AND the Account Name from the Account table.

However, the good news is twofold:

1. It's a very simple query that you need. Get hold of a developer to do it for you.
2. If you're running 4.5.1, you've obviously been doing this for some time ... successfully ... well done!!