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Thread: How to duplicate lead layout for contacts?

  1. #1
    JM7
    JM7 is offline Member
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    Default How to duplicate lead layout for contacts?

    Hello,

    I would like to add 20 or 30 custom fields into the detailedview lead layout. After I create it in Studio, is there an easy way to have the layout duplicated in contacts and account modules?

    When I work in Studio, I have a somewhat narrow area to work in that looks nothing like the final detailview. Is there a way to work in a WYSIWYG environment so you know how it is going to look?

    Thanks

  2. #2
    madmat is offline Sugar Community Member
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    Default Re: How to duplicate lead layout for contacts?

    Copy&paste your custom fields from "custom\modules\leads\metadata\detailviewdefs. php" to your
    "custom\modules\Accounts\metadata\detailviewdefs.p hp" and you have a start...

  3. #3
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How to duplicate lead layout for contacts?

    Quote Originally Posted by madmat
    Copy&paste your custom fields from "custom\modules\leads\metadata\detailviewdefs. php" to your
    "custom\modules\Accounts\metadata\detailviewdefs.p hp" and you have a start...

    Hi JM7.

    Unless copy and paste all detailviewdefs.php, copy only the fields you want to add into layout.
    Just select the lines containing the fields and paste to appropriate place in the Contacts layout.

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  4. #4
    madmat is offline Sugar Community Member
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    Default Re: How to duplicate lead layout for contacts?

    Uhm...ok, thats what I meant with "your custom fields" - of course only the custom fields you added to leads and want to be in accounts too...

    I promise to be more specific in the future...

  5. #5
    JM7
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    Default Re: How to duplicate lead layout for contacts?

    Thank you!

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