Results 1 to 8 of 8

Thread: Modify "Create Account" in the accounts quick list

  1. #1
    yoggiecrm is offline Member
    Join Date
    Dec 2006
    Posts
    7

    Unhappy Modify "Create Account" in the accounts quick list

    Hi,
    I'm trying to add an email to the "Create Account" subpanel of the accounts quick list (the one that opens up when you click the select button in the account field of the cases form). I can't seem to find it in any of the forms under the accounts module or the cases module.

    can anyone assist me on this?

    thanks

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Jul 2006
    Location
    São Paulo - Brazil
    Posts
    8,335

    Default Re: Modify "Create Account" in the accounts quick list

    Hi, yoggiecrm

    I didn't understand exactly what you want to do.

    Can you explain better?

    Thank you.

    Cheers

    André Lopes
    Lâmpada Global Services
    Av. Angelica, 1814 cj. 1502
    São Paulo, SP 01228-200
    tel1. 55 11 3668-6776
    tel2. 55 11 3822-2581
    cel. 55 11 7636-5859
    e-mail: info@lampadacrm.com.br

  3. #3
    yoggiecrm is offline Member
    Join Date
    Dec 2006
    Posts
    7

    Default Re: Modify "Create Account" in the accounts quick list

    when I edit a case, there's an option to assign an account name to it, which has a "select" button next to it.
    when you press the button a window pops up with a list of all the accounts. in this windows there's an option to create a new account (see attached image).
    what I want to do is add an email field to the "create account" subpanel in this list.
    Attached Images Attached Images  

  4. #4
    yoggiecrm is offline Member
    Join Date
    Dec 2006
    Posts
    7

    Default Re: Modify "Create Account" in the accounts quick list

    any news on this guys?

  5. #5
    yoggiecrm is offline Member
    Join Date
    Dec 2006
    Posts
    7

    Default Re: Modify "Create Account" in the accounts quick list

    nobody has an answer?
    I don't think it's that complicated...

  6. #6
    ivolator's Avatar
    ivolator is offline Sugar Community Member
    Join Date
    Sep 2006
    Location
    Dagobah
    Posts
    98

    Default Re: Modify "Create Account" in the accounts quick list

    Open the AccountFormBase.php file
    Find the function getForm.
    Look at the
    PHP Code:
        $form = <<<EOQ
                <p><input type="hidden" name="record" value="">
                <input type="hidden" name="email1" value="">
                <input type="hidden" name="email2" value="">
                <input type="hidden" name="assigned_user_id" value='
    ${user_id}'>
                <input type="hidden" name="action" value="Save">
            $lbl_account_name&nbsp;<span class="required">$lbl_required_symbol</span><br>
            <input name='name' type="text" value=""><br>
            $lbl_phone<br>
            <input name='phone_office' type="text" value=""><br>
            $lbl_website<br>
            <input name='website' type="text" value="http://">
    YOUR CODE GETS in HERE
    EOQ; 
    variable.
    Get the idea .... ?

  7. #7
    yoggiecrm is offline Member
    Join Date
    Dec 2006
    Posts
    7

    Default Re: Modify "Create Account" in the accounts quick list

    done...
    thank you very much guys!

  8. #8
    avidan is offline Sugar Community Member
    Join Date
    Aug 2007
    Posts
    15

    Default Re: Modify "Create Account" in the accounts quick list

    follow-up question.
    this works great for adding free-form text entry fields, but what if I want to use a custom dropdown that i have created?
    can it be added?
    thanks.
    OS: Ubuntu 7.10 Server
    Sugar version: 5.0b CE
    Webserver type: Apache 2.2
    PHP: 5.2.1
    Mysql: 5.0

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 0
    Last Post: 2007-07-27, 01:50 PM
  2. Replies: 0
    Last Post: 2007-07-27, 01:47 PM
  3. Replies: 1
    Last Post: 2006-09-11, 03:38 PM
  4. SugarCrm 4.0 Patch
    By mgamboa in forum General Discussion
    Replies: 0
    Last Post: 2005-12-21, 04:14 PM
  5. Help!! Can't see Accounts in list view
    By tczarnecki in forum Help
    Replies: 2
    Last Post: 2005-12-02, 03:42 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •