There are a number of places in SugarCRM where a user can select "only my items" - most of the basic search screens, for example.

That functionality would be very helpful to me in the Popup Picker for the Leads module. The reason is that I use the Leads module to load a large number of potential prospects, which my partner and I then work through, assigning them to ourselves as we go. One of the ways we do outreach to these prospects is through a semi-personalized e-mail campaign. We also use campaigns to send newsletters to some of those prospects. The difficulty is that when we want to build a list of targets for a campaign, the Popup Picker for Leads only offers first name, last name, status and source to search. "Only my items" on the Popup PIcker would significantly reduce the number of items we have to search through and make this approach practical.

Unfortunately, Studio doesn't allow you to change the Popup Pickers. So I figured I'd look at the code. I'm not much of a PHP coder, but I'm willing to try some straightforward stuff where I can see and copy examples. (What would really help to encourage people to try their hand at customization this is a high-level description/explanation of the system architecture, but I suspect no one's tackled that?). I also noted that the assigned user information is not just a simple field, but a long string of hex digits which would have to be looked up in the user table.

So, my questions (finally) are:
  • Is this something I should raise as a requirement/feature request?
  • Since "only my items" is in quite a few places, might there be a straightforward way to add the functionality to the PopUp Picker? Or is the Popup Picker function sufficiently different from the edit/detail/search function that this wouldn't work?
  • Is there another way (using existing features) to accomplish what I want to do?


Thanks for any suggestions...

Michael