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Thread: Customisation of adding leads

  1. #1
    Jerome5 is offline Junior Member
    Join Date
    May 2007
    Posts
    3

    Default Customisation of adding leads

    Hello,
    Due to the great community and wiki I managed to get SugarCRM running. There are some customisations needed.
    In the studio I edited the leads module with a new drop down box. Thats working smooth, but two questions arise:

    - How can I edit the "new lead" form so that the dropdown box I created can be used for new leads?
    - How can I sort the leads overview depending on the values as set in the leads input? For example in the New lead the value of the Dropdownbox = 1. How can I make the dropdownlist value 1 in the advanced lead search so that only the leads with dropdowbox =1 are shown?

  2. #2
    pblag's Avatar
    pblag is offline Sugar Community Member
    Join Date
    Jul 2006
    Location
    Ukraine (Chernivtsy)
    Posts
    347

    Default Re: Customisation of adding leads

    Hi!

    1) you can add the code to the insert lead page manually

    2) Please go to Admin/Studio/Edit Module/Leads/Edit Layout/

    click on link "Search Form"

    Add new row and add your drop down(custom field) to the search form
    Petro Blagodir
    petro@blagodir.ua
    http://www.blagodir.com
    Blagodir Ltd.( SugarCRM - Consultations, Development and Support)

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