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Thread: Lead Overview Layout

  1. #1
    bvwwillvest is offline Sugar Community Member
    Join Date
    Jun 2008
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    23

    Question Lead Overview Layout

    I can not seem to find the lead overview layout in Studio so that I can add the fields that I need to see.
    Any ideas?
    currently running:
    Sugar Version 6.2.1 (Build 6405)
    Sugar Edition Community
    Operating System CentOS 6.0 x86_64
    PHP Version 5.3.2
    Database MySQL Ver. 5.1.52
    Web Server Apache 2.2.15


    Will
    Just barely a Sys/Admin
    No where close to a programmer

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Los Angeles
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    Default Re: Lead Overview Layout

    It is usually the first panel on the Edit or Detail view layout. What are you seeing when you access the Edit or Detail view layouts?
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    bvwwillvest is offline Sugar Community Member
    Join Date
    Jun 2008
    Posts
    23

    Default Re: Lead Overview Layout

    The edit and detail views work fine and show the new field that I added. and the same new field that I added to the Contacts works fine as well. however when I go to view leads then I don't see it in the "Lead Overview" and I can't find anything in studio that relates the that view!.

    I would be glad to skype and show you or let you logon to the system and see for yourself. If you are willing send me a quick email and I will set you up as an admin.
    currently running:
    Sugar Version 6.2.1 (Build 6405)
    Sugar Edition Community
    Operating System CentOS 6.0 x86_64
    PHP Version 5.3.2
    Database MySQL Ver. 5.1.52
    Web Server Apache 2.2.15


    Will
    Just barely a Sys/Admin
    No where close to a programmer

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
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    Location
    Los Angeles
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    4,813

    Default Re: Lead Overview Layout

    Post a screenshot.

    Did you click "Save & Deploy" after making your change in Studio? If you did, and it is still not showing up, you most likely have some sort of permissions issue as what clicking that button causes Sugar to copy a file into the custom/modules/Leads/metadata folder. If it can't for whatever reason (such as permissions), then your changes won't appear.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  5. #5
    bvwwillvest is offline Sugar Community Member
    Join Date
    Jun 2008
    Posts
    23

    Default Re: Lead Overview Layout

    First I could find no layout for the "Lead Overview" in Studio. I did save and deploy all of the other views that I modified. Notice that in the Contact View the account field has been replaced with a "type" of contact. this is what I would like to do in the Lead Overview.
    Attached Images Attached Images   
    currently running:
    Sugar Version 6.2.1 (Build 6405)
    Sugar Edition Community
    Operating System CentOS 6.0 x86_64
    PHP Version 5.3.2
    Database MySQL Ver. 5.1.52
    Web Server Apache 2.2.15


    Will
    Just barely a Sys/Admin
    No where close to a programmer

  6. #6
    bvwwillvest is offline Sugar Community Member
    Join Date
    Jun 2008
    Posts
    23

    Default Re: Lead Overview Layout

    My Bad! Thank you so much for responding to me, When you mentioned Save and Deploy it occured to me that I may have just saved it! Well that was it! Working now. Now all I need to do is get my cron job working correctly. One of the other Heros is working on that one right now

    currently running:
    Sugar Version 6.2.1 (Build 6405)
    Sugar Edition Community
    Operating System CentOS 6.0 x86_64
    PHP Version 5.3.2
    Database MySQL Ver. 5.1.52
    Web Server Apache 2.2.15


    Will
    Just barely a Sys/Admin
    No where close to a programmer

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