How to modify Quick Create for Leads and Opportunities

[suryasaraff]

Hi,

I am unable to modify the fields for Quick create in Leads and Opportunities. These are the things I have tried:

1. Modified Quick Create in Studios
2. Modified sugarcrm\modules\Leads\tpls to remove the fields that I don't want. For eg., First Name
3. Modified sugarcrm\modules\Leads\LeadFormBase.php (removed First Name)

I'm not sure why this is not working. I'm using v5.2.0.c on Windows. Any help would be highly appreciated.

Thanks,
ssaraff

[matthew]

Could it be that the webserver doesn't have rights to write? Make sure that the webserver is writing in the cache/custom directory.

Try turning on developer mode too: Admin >> System Settings >> Developer Mode

This turns off caching.

[suryasaraff]

Hi Matthew,

I'd tried that too. Didn't work. I also put the modified QuickCreate.tpl in custom\modules\Leads\tpls and that didn't resolve the problem.

Any other recommendations? If you are able to do so in your local environment, then I can try following the same steps that you did.

[andopes]

Hi suryasaraff

Have a look at the file modules/Meetings/metadata/editviewdefs.php
You need to accomplish the same on 'headerTpl'=>'modules/Meetings/tpls/header.tpl',
You need to update the 'headerTpl'=>'modules/Meetings/tpls/header.tpl', to new path of tpl file to get an upgrade safe approach.

Regards

[suryasaraff]

Hi andopes,

Thanks for the information. I looked at the files that you mentioned, and realized the form can be split into three parts. But I'm still not sure how I can hide a field in the QuickCreate form on the left menu bar. Can you please provide some additional guidance.

thanks

[suryasaraff]

i also followed some of recommendations on http://www.sugarcrm.com/forums/showt...ht=quickcreate, and that didn't help either.