How do I create categories or something similar like a label, where we can search on that i.e. If a client is using system x and we have lots of entries...how do i search for just those clients using a category or a label?
Thanks
How do I create categories or something similar like a label, where we can search on that i.e. If a client is using system x and we have lots of entries...how do i search for just those clients using a category or a label?
Thanks
Hi KrisM,
Simply create the field in studio, place it in the edit and detail views of the module, and then also place it in the Search panels.
Take a look at the admin guide to read more about how to use Studio: http://www.sugarcrm.com/crm/support/...6.html#1113123
You can also read more about it in Sugar University: http://www.sugarcrm.com/university/library.php?cid=2
Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net
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