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Thread: how to add a new block of fields in leads and contacts

  1. #1
    panoramia is offline Sugar Community Member
    Join Date
    Nov 2006
    Posts
    15

    Default how to add a new block of fields in leads and contacts

    Dear friends,
    I would like to add a new block of fields in leads and contacts. What do I mean with this?

    When you see a detail view of a lead or contact you have 3 blocks of fields or info:

    1. Lead information
    2. Address information
    3. Description information

    I'd like to add a new table or block of info to add new fields for both leads/contacts/accounts. How can I dod that? I've tried to do it with Studio, but it does not allow me to do that, only new fields.

    I'll like to add a new Block or Table there with a new header to be used as a call script, or questions that I'll be asking the client when I call him.

    By the way, anybody knows the best way to implement a call script for calling leads and save info obtained in the call?
    Kind regards,
    Alfonso Moreno

  2. #2
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
    Join Date
    Jul 2004
    Location
    St Louis, MO
    Posts
    3,183

    Default Re: how to add a new block of fields in leads and contacts

    You would have to manually edit the detailview.html/editview.html file in the module directory. There currently is no way to add a block from within studio
    Kenneth Brill - Help Forum Moderator

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