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Thread: How to search the "Lead from Group" field

  1. #1
    dhavey is offline Member
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    Default How to search the "Lead from Group" field

    Hello All,

    Here is what we are running:

    » Operating system type and version - (GenToo kernel 2.6.23 )
    » Sugar version and edition - (Version 5.1.0b (Build 4905)
    » Webserver type and version - (Apache 2.2.8)
    » PHP version - (i.e. 5.2.6)
    » MySQL server version - (i.e. 5.060)

    There is no "Lead from Group" field in the Basic or Advanced Search to be able to pull up the associated account by. How can I search my records by that field? If there is a way to do it with Zucker Reports please include the SQL Query.

    Thank you,

    Dave Havey
    Sales Manager
    GCInfotech

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How to search the "Lead from Group" field

    Are you running pro or ent editions?

  3. #3
    dhavey is offline Member
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    Default Re: How to search the "Lead from Group" field

    We are running Sugar Community Edition™

  4. #4
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How to search the "Lead from Group" field

    OK ... this is a custom field ... right?

  5. #5
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: How to search the "Lead from Group" field

    Goto Admin, then:

    Studio > Leads > Layouts > Advanced Search

    Drag your custom field to the search panel

    Save

    That's it.

  6. #6
    dhavey is offline Member
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    Default Re: How to search the "Lead from Group" field

    Thanks, I will give it a shot and let you know how it works out.

  7. #7
    dhavey is offline Member
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    Default Re: How to search the "Lead from Group" field

    Thank you very much! Your directions worked perfectly!
    Thanks again,

    Dave Havey

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