How to flag an account for follow up

[mrteeth]

Hi everyone-

Newbie here. My boss wants me to flag accounts that I've given proposals to. How do I go about doing that? Right now, I've 'created' an opportunity with dollar figures so it shows up on the dashlets, but I need to somehow flag these same accounts so I can figure out where the sales cycle is and to follow up with them at the time of my designation.

I would appreciate the help.

Thank you-

[davidboris]

Hello,

If I have understood your question correctly, you want to have a flag which says you have approached the client. If yes, how about creating a checkbox which says, yes you have approached this account and in dashlet, My Account Dashlet, add a filter(using studio) on the same field and show only accounts you have approached.

If my guess is wrong, please elaborate your query a bit more in detail.

[andopes]

David´s suggesteion is pretty nice, but unfortunately it will not work as described.
The Sugar Widget Field Bool, which dashlet will try to load on Dashlet Search Fields is not fully implemented so it will not work.
You may want to create a dropdown field with 2 options: 'Yes' and 'No', then render it on Dashlet Search Fields.

Take care

[davidboris]

Hello,

Thanks for drawing my attention, I missed it by millimetre.

[mrteeth]

David´s suggesteion is pretty nice, but unfortunately it will not work as described.
The Sugar Widget Field Bool, which dashlet will try to load on Dashlet Search Fields is not fully implemented so it will not work.
You may want to create a dropdown field with 2 options: 'Yes' and 'No', then render it on Dashlet Search Fields.

Take care

Can you tell me how to do this? Unfortunately, I'm not familiar with how to create the drop down field. Thank you.

[davidboris]

Hello,

Login as an admin user, go to Admin > Studio > SELECT MODULE > Fields > Create > Select Enum type